On June 12th, the US stock market opened, and Apple's stock price continued to rise, rising 2.86%, with a market value exceeding $3.2 trillion, surpassing Microsoft and Nvidia, and regaining the top spot in global market value! On June 13th, as of 9:32, the NASDAQ ETF (513300) in the A-share market rose 1.73%, reaching a new high in net worth. The S&P ETF (159655) rose 1.24%, while the 5G communication ETF (515050), which has a higher core target content in the "fruit chain", rose 0.94%, hitting three consecutive gains. Heavy weighted stocks such as Lixun Precision, Zhongji Xuchuang, New Yisheng, Tianfu Communication, and Industrial Fulian have all strengthened.
On June 11th, Beijing time, Apple's 2024 World Developers Conference (WWDC) officially opened. Apple released "AppleIntelligence", which is defined as a personal intelligence system for iPhone, iPad, and Mac. Based on Apple's built-in large language model, it can execute user voice or text commands by understanding natural language, utilize the capabilities of Apple chips to understand and create language and images, and take action across applications.
CITIC Securities stated that based on the display of Apple's AI related functions on WWDC, AI will be an important direction for Apple's subsequent product innovation. Apple has successfully opened up the gap with existing Android AI smartphones on the end, and is firmly bullish on Apple's software and hardware innovation cycle.