Apple concept stocks two hot days: sapphire manufacturers are very lost

Apple has not brought much surprises this year because too much has been exposed in advance. On the same day, Apple's share price rose slightly with the rhythm of the press conference, and the performance was not shocked. At the close, it fell slightly by 0.38%.

In addition to the concern about Apple's release of new products, suppliers and partners in the Apple industry chain have also received much attention in the past. However, from the perspective of stock prices, expectations are often not proportional to the results.

US stocks lost sapphire manufacturers are A shares related stocks tumbled <br> <br> as the first to be stir-fried apple stocks, sapphire manufacturers must have the Apple press conference this year, most lost people.

The previously rumored sapphire screen did not appear on the iPhone 6/6 Plus as expected, but only on the Apple Watch.

Affected by this news, Apple sapphire material supplier GT Advanced fell sharply on Tuesday, trading 12.89%, closing at 14.94 US dollars.

At the press conference, Apple's vice president of global marketing, Phil Schiller, described the screen panels of the iPhone 6 and iPhone 6 Plus as "ion strengthened", a more sturdy tempered glass, not a rumored sapphire panel. .

Not only the stocks related to US stocks were under pressure, but also the stocks of Apple Sapphire in A shares.

The Dazu Laser (SZ002008), which supplies apples with sapphire cutting machines, opened lower on Wednesday. As of press time, it reported 19.21 yuan, down 4.76%. Southwestern Pharmaceuticals (600666.SH), which indirectly supplies sapphire materials to Apple, reported 17.94 yuan. , fell 7.53%. Listed companies involved in sapphire production in other A-shares, such as Tiantong shares and Antai Technology, have experienced varying degrees of decline.

Industry insiders have expected sapphire materials to be adopted on a large scale on the iPhone 6. Many domestic funds also pay attention to the concept of sapphire. The data shows that since the end of July this year, the sapphire sector has soared all the way, with an increase of nearly 30%.

Highly anticipated NFC Near Field Communication (NFC) related stocks rose <br> <br> highly anticipated technology has finally appeared on the iPhone 6, Apple with the launch of a new service --Apple Pay.

Apple Pay's initial partners include Subway, McDonald's, Disney, Walgreens, Macy's, Sephora and Macy's, and of course the Apple Store. In addition, Groupon, Uber and Panera also integrate Apple Pay, allowing customers to complete payments without entering any payment information.

Since August, the share price of Apple NFC chip supplier NXP Semiconductors NV has continued to rise, from $60/share in early August to $70/share, an increase of 15%. On the day of Apple's press conference, NXP's trading volume doubled to the usual three times, but the stock price fluctuated little. Only Apple posted a slight increase in Apple Pay, but the stock price has fallen back at the close.

Relative to the calm of the US stock market, the A-share Apple NFC concept stocks are more determined. Apple LDS antenna supplier (to support NFC payment) Xinwei Communications opened higher on Wednesday, as of the time of publication, 16.6 yuan, an increase of 4.08%. Since the end of August, Xinwei Communication’s share price has been driven by Apple’s rumors.

In addition, due to the announcement of the establishment of a joint venture company in China and NXP, the share price of A-share listed company Datang Telecom on Wednesday was also boosted, and the time for publication was 16.77 yuan, up 3.58%.

Other AFC-related stocks of A-shares, such as Hengbao, Dongxin Peace, Tianyu Information, Tongfang Guoxin, National Technology, Shuobeide, etc., were not significantly affected by the Apple conference on Wednesday.

The listed companies that used the "Apple concept stocks" to draw attention are far more than the number mentioned in this article. Through the most intuitive response of the stock price, those companies that are not directly related to Apple have been difficult to get an investor's interest by marking an "Apple".

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