Group 1 - Apple concept stocks have shown significant gains, with Sunny Optical (02382) up 6.13% to HKD 68.35, AAC Technologies (02018) up 5.44% to HKD 38.75, BYD Electronics (00285) up 5.7% to HKD 35.25, GoerTek (01415) up 4.33% to HKD 22.9, and Q Technology (01478) up 4.48% to HKD 6.76 [1] - A significant consensus has been reached between China and the US, with both sides agreeing to establish a China-US economic and trade consultation mechanism, and a joint statement is expected to be released on May 12 [1] - According to Cinda Securities, high-quality domestic consumer electronics stocks have seen substantial corrections since the imposition of tariff policies, indicating a potential for valuation recovery if tariffs do not develop irrationally [1] Group 2 - The upcoming "618" e-commerce promotion event has led to a price reduction for the Apple iPhone, with the iPhone 16 Pro 128GB version being offered at a discounted price of RMB 5499 after various promotions [2] - The iPhone 16 Pro 128GB version has reportedly sold out on the Apple Store official flagship store shortly after the price reduction announcement [2]
港股异动 | 苹果概念股涨幅居前 舜宇光学(02382)涨超6% 瑞声科技(02018)涨超5%