金吾财讯 | 苹果概念部分扬升，比亚迪电子(00285)涨3.59%，丘钛科技(01478)涨2.62%，高伟电子(01415)涨1.27%，伟仕佳杰(00856)涨1.17%，瑞声科技(02018)跟涨0.4%。野村认为，鉴于苹果产品漫长的设计周期（通常至少为1.5-2年），今年推出的iPhone16系列在硬件上并未完全适配AI应用，明年下半年的iPhone17系列可能是首款真正意义上的苹果AI手机，这意味着iPhone17系列将拥有更强大的处理器、更大的内存、更大的电池、更好的散热管理。国金证券指出，苹果SE4有望明年3月发布，苹果链核心受益公司明年Q1业绩有望高增长，英伟达GB200服务器产业链PCB相关厂商已接到大单，正在大力量产，业绩有望在四季度及明年一季度迎来高增长。该行认为AI端侧应用正在加速，有望给智能眼镜、TWS耳机、可穿戴及手机/PC等硬件产品带来创新和新的机遇。继续看好AI驱动、苹果产业链及自主可控受益产业链。
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