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They reckon unusually bullish language from Apple's new CEO is raising expectations for the Sept. 9 event and supporting sentiment toward Apple value-chain stocks. Suppliers that are likely to benefit from this year's Apple product cycle include Lens Technology, which could be an exclusive glass supplier for a potential foldable iPhone; Lingyi iTech, which could supply foldable precision components; and Sunny Optical, as Apple's next iPhone could be the first with an adjustable-aperture camera. 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