2020 “Yinhua Fund Cup” Sina bank financial planner competition, hot registration. From now on to September 7, you will receive free gift packages worth more than 700 yuan from Guan Qingyou, Luo Yuanshang, Chen Kaifeng and Jian Qi. < p > < p > < p > the financial morning post of the trading day has been updated, and the overvalue continues to be suppressed. What should we focus on? What are the opportunities to participate in the implementation of the official Chinese newspaper? Please listen to the morning post for details. On Wednesday, Apple’s share price broke through $468, making it the first company with a market value of more than $2 trillion, but the price failed to maintain until the close. < p > < p > in early trading on Thursday, apple concept stocks bucked the trend. As of press release, gol shares, jingweihui opened up more than 3%; precision measurement electronics, Lixun precision, Shennan circuit and other shares rose more than 1%. On the news side, Apple’s share price broke through $468 in the U.S. market on Wednesday, making it the first company with a market value of more than $2 trillion, but the price failed to maintain to the close. The stock price eventually closed at $462.83, and its market value fell back below $2 trillion, maintaining at $1.98 trillion. < p > < p > Huaxi Securities believes that iPad sales are strong in the second quarter, and the domestic Apple 3C equipment industry chain performance is gradually released. According to canalys data, in the second quarter of 2020, the global Tablet PC shipment volume reached 37.5 million units, with a year-on-year growth of 26%. Apple’s shipment increased by 20% in the same period, the highest growth rate in six years, reaching 14.24 million units, accounting for 38% of the global market share. Previously, Apple announced that the new Apple mobile phone would be launched “in a few weeks”, judging that the market expectations for Apple’s first 5g mobile phone were very high Apple 3C automation equipment enterprise performance flexibility will begin to show from the second quarter, and will continue to the third and fourth quarter. Pacific Securities believes that, from an objective point of view, in the field of medium and high-end models, if Apple can successfully get out of the influence of the administrative orders of important apps such as wechat (in fact, it is more emotional in nature), Apple’s supply chain is still the most sure growth plate in the second half of the year. In addition, in order to spread the risk, Apple has continuously promoted and fostered Chinese local supply chain operators. The best evidence of this direction is that Lixun, LANs, gol shares and so on have won large single support from apple this year and are expected to enter the mobile phone assembly supply chain. Therefore, after this round of market adjustment and stability, apple supply chain is still worth focusing on configuration. < p > < p > according to CSCI, apple is expected to release four new models with 5g function in 2020, including three screen sizes of 5.4 “, 6.1” and 6.7 “. Due to the epidemic situation, the mass production progress may be delayed by 4-6 weeks, but apple is trying to shorten the delay time, and the progress may be ahead of the assessment. Last month, apple asked some of its hardware development teams to return to its headquarters to release new phones as soon as possible in September, and made a more active production plan for the supply chain. At the same time, while emphasizing 5g new phones, Apple also requires suppliers to produce about 4500 old mobile phones in the second half of the year, so as to avoid delaying the mass production of 5g new phones. In the second half of the year, 5g, high refresh rate screen, large capacity battery, narrow border and post dtof will become the bright spots expected by the market. It is expected that the iPhone 12 will have good sales performance. We are optimistic about the performance of the leading suppliers of apple industry chain in the second half of the year, and we recommend: lingyizhizao and Pengding holding.