苹果概念股集体走高，截至发稿，高伟电子(01415)涨7.39%，报27.6港元；丘钛科技(01478)涨5.8%，报7.84港元；舜宇光学(02382)涨3.91%，报67.85港元；瑞声科技(02018)涨3.29%，报40.85港元。
消息面上，6月24日，苹果公司在其中国官方网站发布消息称，指定产品享国家补贴，至高省2000元人民币，仅限Apple store在线商店（北京收货地址）及零售店（上海）。这则消息配图的产品涵盖苹果的智能手表、智能手机、平板电脑、电脑显示器等。
申港证券研报指出，随着下半年新品发布等事件催化，消费电子和果链有望减缓此前经贸关系影响等压制因素迎来修复行情。招商证券认为，果链短期估值已调整至性价比区间，把握中长期受益硬件创新与AI共振驱动的优质公司投资机会。
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