Apple concept stocks are active again, ED ETF (561310) has risen by nearly 2%, and Lixun precision rises by more than 7%

Apple concept stocks are active again, Lixun's precision rises more than 7%, Changxin Technology and Anke innovation rose more than 6%, and Lan Si Technology rose more than 5%.ED ETF (561310) rose nearly 2%, and the net inflow of over 14 million yuan in the past 10 days.

CICC believes that the bottom of the consumer electronics demand is clear and the valuation is low, and the proposed layout is recommended.Under the trend of global smartphone shipments, we are optimistic about the decline in the cost after the maturity of the folding screen mobile phone market. We expect that the global folding screen mobile phone shipment is 14.4 million units in 2022, year -on -year+93%.More than 65 million units, 2020-25 CAGR90%+.In terms of valuation, the valuation of the consumer electronics index is still at a relatively low level, and the recommended layout is recommended in the background of the bottom recovery.

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