智通财经APP获悉，苹果概念股早盘普涨，截至发稿，高伟电子(01415)涨4.86%，报26.95港元；舜宇光学(02382)涨4.13%，报68港元；丘钛科技(01478)涨3.37%，报7.66港元；瑞声科技(02018)涨3.29%，报40.85港元。
消息面上，据新华社报道，日前从有关部门获悉，消费品以旧换新加力扩围政策没有变化，补贴资金使用进度符合预期，第三、四季度中央资金将陆续下达。国金证券的研报分析指出，本轮以旧换新政策调整的核心逻辑在于优化资源配置、提升资金效率，并引导行业向高质量发展转型。
机构研报指出，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。里昂此前表示，鉴于估值偏低，投资者逐渐看好苹果供应链厂商，如立讯精密、瑞声和高伟电子。
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