金吾财讯 | 苹果概念股普升，蓝思科技(06613)涨3.57%，富智康集团(02038)涨2.77%，比亚迪电子(00285)涨2.45%，东江集团控股(02283)涨2.32%，通达集团(00698)涨1.74%，高伟电子(01415)涨1.02%，舜宇光学科技(02382)涨0.84%，丘钛科技(01478)涨0.66%。消息面上，苹果即将在2025年9月举行的新品发布会上推出包括iPhone17系列在内的多款新品以及全新的软件更新。中信证券此前研报指出，当前A/H股果链代表公司估值较低，看好果链阶段性利空落地带来的情绪修复；也看好苹果2025年—2027年的硬件创新周期。建议重点关注有苹果业务贡献基础业绩，同时卡位AI业务、折叠屏、机器人等新领域的公司。民生证券则表示，关税缓和、低估值共振产品创新，果链等出口链企业有望迎来修复契机，叠加2025年秋季新品的涨价预期，市场情绪有望进一步得到提振。多重利好共振下，果链企业有望实现估值提升。
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