港股苹果概念股延续近日强势!苹果秋季发布会定档9月9日

老虎资讯综合
Aug 27

8月27日,港股苹果概念股延续近日强势,蓝思科技涨超12%,高伟电子涨超5%,瑞声科技涨超2%。

苹果公司8月27日宣布,计划于9月9日上午10点(北京时间10日凌晨1点)举行大型秋季产品发布会,预计将推出iPhone17系列。国泰海通证券证券指出,苹果与谷歌洽谈赋能Siri改版,其积极寻求外部合作与自主开发双轨并行加速AI追赶,26年落地效果有望超预期。

中信证券此前指出,当前A/H股果链代表公司估值较低,看好果链阶段性利空落地带来的情绪修复;也看好苹果2025年-2027年的硬件创新周期。财信证券则表示,苹果公司宣布追加1000亿美元对美投资承诺,标志着其未来四年投资总额将高达6000亿美元,显著加速其在美投资步伐,换取对印度组装iPhone惩罚性关税的豁免,果链板块估值有望修复。

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