Apple's 2025 Fall Product Launch was one of the most anticipated electronics product launches by consumers in early September. A review of institutional research over the past month shows that several Apple-related stocks, including Crystal-Optech, Shenzhen Nan Circuit, Lens Technology, and Luxshare Precision, have received visits from over 200 institutions. Regarding future investment, institutions believe that the consumer electronics sector is entering a period of intensive new product releases. They are optimistic that Apple's new products will drive sales growth, and that subsequent progress in AI and foldable screens, as well as product innovation, will drive the booming wearables market, benefiting companies in the relevant industry chain.