Hot Trades in Hong Kong Stocks (8.6)｜ AI + Apple Supply Chain Double Boost! BYD Electronics Soars 10%, Tencent Hits New High, Innovative Drugs Secure 47 Billion Mega Order!

Hot Trading Industry Trends and Related Hong Kong Stocks on August 6

Apple Concept Stocks

German media iphone-ticker revealed a bombshell—Apple plans to launch the iPhone 17 on September 9! The news sent shockwaves through the supply chain, with Apple concept stocks surging collectively. $BYD ELECTRONIC(00285.HK) soared nearly 10% at one point.Why are investors rushing in? Apple's sales in China last quarter exceeded expectations, and the supply chain's performance recovery is already an open secret.

Keep an eye on these Hong Kong stock opportunities:

$BYD ELECTRONIC(00285.HK)

$AAC TECH(02018.HK)

$SUNNY OPTICAL(02382.HK)

$FIH(02038.HK)

$Q TECH(01478.HK)

Tech Stocks Rise

Chinese internet giants are about to release their Q2 earnings. Goldman Sachs analysts noted that while e-commerce and local services platforms may see a 10% YoY decline in profits, the explosive growth of AI cloud services and stable gaming business provide strong support for some companies. Goldman predicts that Q2 will see internet giants' AI cloud services take off! Demand for inference (e.g., AI customer service, smart recommendations) is surging, with $TENCENT(00700.HK) and $NTES-S(09999.HK) benefiting the most.

Watch these Hong Kong stock opportunities:

$BABA-W(09988.HK)

$TENCENT(00700.HK)

$BILIBILI-W(09626.HK)

$XIAOMI-W(01810.HK)

$BIDU-SW(09888.HK)

$KUAISHOU-W(01024.HK)

$MEITUAN(03690.HK)

$JD-SW(09618.HK)

Innovative Drug Sector Lands Major Deal

$XTALPI(02228.HK) announced a massive deal with DoveTree—totaling ~HKD 47 billion, with an upfront payment of HKD 400 million! This is one of the largest deals in AI + robotics-assisted drug R&D, sending Xtalic's stock soaring over 15% at the open!

Watch these Hong Kong stock opportunities:

$XTALPI(02228.HK)

$WUXI APPTEC(02359.HK)