智通财经APP获悉，苹果概念早盘普涨，截至发稿，丘钛科技(01478)涨4.09%，报8.9港元；舜宇光学(02382)涨4.16%， 报71.35港元；瑞声科技(02018)涨3.83%，报40.7港元；比亚迪电子(00285)涨2.21%，报32.35港元。
消息面上，根据研究机构Counterpoint的最新报告，第二季度iPhone在中国的销量同比增长了8%。这是苹果自2023年第二季度以来，首次在中国实现销量增长。该机构表示，今年5月，国内主要电商平台进行了电子产品促销，苹果最新产品iPhone 16因而获得售价折扣。同时，苹果还提高了部分iPhone的以旧换新活动中的旧机价格。
中银国际表示，在美国解除EDA禁令和美越贸易协定于同日达成的背景下，投资者情绪转向利好此前低迷的消费电子行业。虽然许多消费电子公司的股价仍低于4月2日前的水平，但该行认为，鉴于即将公布的2025年第二季度财报可能因实际关税影响有限和美国客户提前备货而超预期，当前上涨行情仍有持续空间。
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