8月26日周二，港股上市公司高伟电子（01415）股价表现亮眼，盘中大涨5.06%。这一显著涨幅引起了市场的广泛关注。
分析人士指出，高伟电子股价的上涨主要受益于苹果公司即将发布新品的利好消息。据悉，苹果计划于2025年9月举行新品发布会，推出包括iPhone17系列在内的多款新品以及全新的软件更新。作为苹果概念股之一，高伟电子有望从中受益。
此外，多家券商对苹果供应链企业持积极态度，进一步提振了市场信心。中信证券在研报中指出，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。民生证券则表示，关税缓和、低估值共振产品创新，果链等出口链企业有望迎来修复契机，叠加2025年秋季新品的涨价预期，市场情绪有望进一步得到提振。在多重利好因素的推动下，包括高伟电子在内的苹果概念股有望实现估值提升。
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