金吾财讯 | 苹果概念延续升势，截至发稿，高伟电子(01415)涨6.79%，荣阳实业(02078)涨5.26%，舜宇光学科技(02382)涨3.15%，丘钛科技(01478)涨1.2%。消息面上，苹果正式发布Apple Intelligence和iOS 18.1，同时亮相全系搭载M4芯片的Mac系列新品。此外，周四美股盘后（10月31日），苹果还将公布2024财年Q4财报。华尔街预计苹果Q4营收为943.2亿美元，同比增长5.38%；每股收益为1.53美元，同比增长4.85%。高盛则乐观地预期，iPhone 16需求强劲，盈利将大幅超出预期。国泰君安表示，以苹果为代表的手机品牌商提升印度及东南亚地区的代工产能占比有望拉动新一轮设备资本开支。在苹果提升印度及东南亚代工份额前，其需大幅提升产线自动化率，当前瓶颈主要在后端组装及外观缺陷检测两大环节。对3C设备行业维持增持评级。
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