Choice data indicates that since the second quarter, institutions have substantially ramped up their research efforts on companies within Apple's supply chain, encompassing over 60 enterprises, including Luxshare Precision, BOE, Lingyi Intelligent Manufacturing, Dongshan Precision, Sunwoda, Lens Technology, Sunway Communication, and Anjie Technology, among others. These institutions anticipate that Apple will augment its investments in the AI sector in the future and unveil a more sophisticated voice assistant, potentially sparking a fresh wave of iPhone upgrades, thereby benefiting associated supply chain firms.