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Emrg Mkts SC Alphadex First Trust Newsroom
Major changes! Apple is reportedly developing ultra-thin and foldable iPhones.
According to reports, Apple plans to launch a thinner iPhone model than the current version starting next year, which will be cheaper than the Pro series; in addition, Apple will also develop two foldable devices, one larger that can be used as a laptop, and another smaller that can function as a foldable iPhone.
The year marks a turning point for iPhone, what does it mean for the supply chain?
Nomura believes that this year's iPhone 16 series is not fully adapted for AI applications in terms of hardware, and the iPhone 17 series to be launched in the second half of next year may be Apple's first true AI phone, at which point Apple may re-adjust its product line. It is expected that the iPhone 17 series will be equipped with the A19 series processor, with upgrades in screen size, pixels, and memory. The Pro series may switch to aluminum alloy material for the body, and additional heat dissipation components may be added.
Express News | Hong Kong stocks related to apple suppliers performed strongly, with Sunny Optical Technology rising more than 13%.
Traders reduce bets on Trump trades as emerging market assets rise.
As traders reduce their bets on Trump's victory, emerging assets surge significantly.
The latest financial report, AI functions officially debut, Mac new product launch... This week is crucial for apple.
Analysts expect that Apple Intelligence feature may be disappointing, and the replacement demand stimulus may emerge in subsequent feature iterations; MAC's entire lineup will be equipped with the M4 chip, providing better performance support for AI functionality; The Q4 financial report of fiscal year 2024 is also on the way, and Goldman Sachs optimistically expects profits to greatly exceed consensus expectations.
HSBC: In 2024, the issuance of bonds in EMEA emerging markets is expected to reach a record high.
jpmorgan expects that although the November US presidential election and escalating tensions in the Middle East may cause market volatility, this year the bond issuance volume in the emerging markets of Europe, the Middle East, and Africa (EMEA) will reach a record high.
Southeast Asian stock markets are strong! Global capital continues to pour in, how to seize this wave of market trends?
After experiencing the 'Black Monday' on August 5th, major stock indices in the Asia-Pacific region rebounded significantly, with Southeast Asian stock markets performing particularly well. Southeast Asian stock markets have consolidated their position as the most favored investment symbol for fund managers during the shifting policy of the Federal Reserve.
A storm is quietly brewing, and emerging markets are starting a frenzy of bond issuance.
Borrowers in developing countries are strengthening their defenses against fluctuations.
Intraday quick view | The three major Hong Kong stock indexes opened low and moved lower, with the technology index falling more than 2%; Nongfu Spring plummeted more than 10%, while Anta performance surged nearly 7%.
Network technology stocks generally fell, with Baidu dropping more than 3%; auto stocks collectively declined, with Nio Inc dropping more than 4% and Li Auto dropping more than 5%; pharmaceutical stocks were active against the trend, with nt pharma surging nearly 17%.
Will the iPhone 16 be unveiled in two weeks? Apple may hold its most anticipated new product launch event on September 10th.
According to the media, the iPhone 16 will be equipped with the A18 chip and will be powered by Apple Intelligence. It will feature a new capture button similar to a shutter and will be available for sale starting September 20. Apple will also release the Apple Watch Series 10 and update the mid-range and low-end AirPods. Apple is currently conducting intensive testing on four Mac models equipped with the M4 chip.
Mid-day overview | All three major indices collectively rose by over 1%, with jd.com leading the network technology stocks with a rise of over 7%, while Alibaba rose by about 3% after its earnings announcement.
Most of the network technology stocks rose, JD.com rose more than 7%, Baidu rose more than 3%, Alibaba rose nearly 3%, Meituan rose more than 2%, and Tencent rose more than 1%.
Intraday Review: Hong Kong stock index rebounded and fell, auto stocks fell across the board, Xpeng fell more than 3%; Apple concept performed well, Q Tech rose nearly 10% against the market.
Network technology stocks fluctuate, Ke Holdings rose nearly 7%, Meituan fell over 2%; The biomedical sector generally fell, with Pharmaron dropping more than 4%.
"Stock God" sells Apple stocks wildly and the large-cap market crashes, while the stocks of the "fruit chain" suppliers plummet.
Last weekend, Warren Buffett's Berkshire Hathaway company, which is known as the "Stock God," revealed in its quarterly report that it reduced its shareholding in Apple stocks by nearly half. As Asian stock markets plummeted on Monday, the stock prices of Apple suppliers generally plummeted, including Hon Hai Precision and Taiwan Semiconductor, whose stock prices both fell by around 10%.
Mid-day Brief: The three major indexes fell together, with the NASDAQ dropping over 1%. Semiconductor and Apple supplier stocks fell, with BYD Electronic and Hua Hong Semi dropping over 5%.
As of press time, Hang Seng Index fell by 0.41%, CSI 300 fell by 0.47%, and ChiNext fell by 1.31%.
Quick glance at the market | Hong Kong stocks opened high and fell, resource stocks such as oil, coal, and non-ferrous metals weakened, and Sunny Optical Technology fell nearly 7%.
As of the time of writing, the Hang Seng Index fell by 0.39%, the Guo Index fell by 0.47%, and the Ke Index fell by 0.01%. Network technology stocks showed mixed gains and losses, with Meituan up nearly 3%, Xiaomi Group up over 1%, and Tencent up nearly 1%; Sensetime fell over 6%, Bilibili fell by nearly 3%, while Baidu and Kuaishou saw slight drops.
Mid-day review: Three major indices fall together, with the tech index falling nearly 2%. The network technology and autos sectors are weak, with XPeng and NIO Inc falling over 5%.
As of press time, the Hang Seng Index fell by 0.59%, the CSI 300 fell by 0.78%, and the ChiNext fell by 1.8%; Baidu fell by more than 3%, Ctrip Group fell by nearly 3%, and bilibili fell by more than 2%.
Midday Quick View | ChiNext fell by approximately 1.5%, with technology, insurance, and sporting goods stocks decreasing; TCL Electronics fell by over 11%.
Apple suppliers have increased, with Sunny Optical Technology rising more than 3%; golden industrial concepts show strong performance, with SD Gold rising more than 4%.
The key to the fruit chain is not market share, but user upgrade rate. That's why this round of the cycle will be strong for apples.
Bernstein pointed out that the market generally mistakenly believes that the change in iPhone sales is due to competition with Android manufacturers' market share, but this is not the case. The main driver of iPhone sales is the user upgrade rate. It is expected that Apple will usher in a strong cycle in 2025.
AI phones may kick off a new cycle of device replacement for Apple! Do Hong Kong stock market Apple chain stocks welcome an investment opportunity?
The global smartphone replacement cycle is approximately four years and three months, with Apple's last replacement cycle occurring with the launch of 5G phones in 2020-2021. If AI phones are accepted by consumers, 2024 could mark the beginning of a new replacement cycle for Apple phones.
Hong Kong stocks rose strongly in midday trading, with the technology index up more than 2%; auto, nonferrous metals, and apple supplier concept stocks rose together, q tech rose more than 24%, and xpeng rose more than 10%.
In the morning session of Hong Kong stock market, the three major indices performed strongly, with Hang Seng Tech Index leading the way with a surge of 2.5% at one point, and closing up 2.04% at noon. Hang Seng Index and National Index rose by 1.54% and 1.44% respectively, with Hang Seng Index approaching the 18,000 level during the session.