Apple (AAPL.US) has unveiled the iPhone 17e and M4 iPad Air, and their specifications and functionalities are broadly in line with market expectations, according to CMBI's research report.Overall, the updates to the iPhone 17e and M4 iPad Air should strengthen Apple's position in the mid-range smartphone and tablet sub-segments, particularly considering the cost pressures within the industry.Related News JPM Raises BYD (01211.HK) TP to HKD120; EV Sales May Strengthen Amid Oil Price VolatilityIn CMBI's estimate, products that show up with steady prices and the latest specifications should draw more consumers into Apple's ecosystem, compared to competitors who are hiking prices, dropping specifications, or delaying product releases over internal cost pressures.On the supply chain side, CMBI favors companies with a higher share and growing value contribution in Apple's sales, such as FIT HON TENG (06088.HK) -0.710 (-9.517%) Short selling $63.87M; Ratio 39.459% for connectors and AirPods, and AAC TECH (02018.HK) -0.620 (-1.797%) Short selling $11.72M; Ratio 35.255% for acoustics, vibration motors, and VC modules.CMBI's ratings and target prices for Apple supply-chain stocks:Related News SUNNY OPTICAL (02382.HK) Full-Year Net Profit RMB4.639 Billion, Up 71.9%; Final Dividend Doubled to HKD1.206Stock | Investment Rating | Target Price (HKD)AAC TECH (02018.HK) -0.620 (-1.797%) Short selling $11.72M; Ratio 35.255% |Buy|60.55BYD ELECTRONIC (00285.HK) -0.440 (-1.592%) Short selling $102.33M; Ratio 132.961% |Buy|43.54FIT HON TENG (06088.HK) -0.710 (-9.517%) Short selling $63.87M; Ratio 39.459% |Buy|7.33LUXSHARE PRECISION (002475.SZ) -1.090 (-2.185%) |Buy|RMB75.55SUNNY OPTICAL (02382.HK) +2.950 (+5.180%) Short selling $332.61M; Ratio 53.388% |Buy|91.38(HK stocks quote is delayed for at least 15 mins.Short Selling Data as at 2026-04-02 16:25.) (A Shares quote is delayed for at least 15 mins.) (Real-time Streaming US Stocks Quote; Except All OTC quotes are at least 15 minutes delayed.)
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