周三，苹果概念股集体拉升，其中， 鸿腾精密 大涨超16%， 高伟电子 涨超5%， 蓝思科技 涨4%， 舜宇光学科技 涨超3%， 富智康集团 涨2.8%， 瑞声科技 、 伟仕佳杰 涨超2%。
消息上，摩根士丹利发布的一项调查显示，苹果公司的iPhone销售表现"持续强劲"，且用户升级率创历史纪录。该行该行分析师埃里克·伍德林给予苹果“增持”评级，目标价为315美元。他表示，根据调查结果，预计苹果将是今年唯一一家能获得市场份额的主要智能手机设计商。
有分析称，手机产业链正在经历一场由AI需求引发的“供给侧地震”。存储芯片价格的史诗级暴涨，已导致行业出现剧烈的两极分化：安卓阵营陷入成本重压，而苹果凭借供应链掌控力成为最大赢家。
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