港股市场今日传来喜讯，苹果代工厂商富智康集团（02038）盘中大涨5.06%，引发市场广泛关注。这一涨幅主要受到苹果公司增加美国制造业投资承诺以及港股苹果概念股整体走强的利好影响。
消息显示，苹果公司已将对美制造业投资承诺增加至6000亿美元，较此前承诺的5000亿美元又增加了1000亿美元。这一举措被市场解读为苹果为规避未来可能出现的惩罚性关税而采取的战略行动。与此同时，美国总统特朗普表示，苹果公司等多家科技公司因承诺在美投资而有望获得关税豁免，这进一步提振了市场信心。
在这一利好消息的带动下，港股苹果概念股今日普遍走强。除富智康集团外，鸿腾精密、比亚迪电子等相关个股均出现不同程度的上涨。此外，富智康集团近期公告称，公司于8月11日向承授人授出约2723.8万股奖励股份，这一举措也可能对公司股价产生积极影响。分析人士指出，当前苹果产业链公司估值较低，随着阶段性利空因素的消除，相关个股有望迎来情绪修复，投资者可重点关注在苹果业务基础上积极布局AI、折叠屏、机器人等新领域的公司。
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