金吾财讯 | 苹果概念股晋升，截至发稿，高伟电子(01415)涨5.21%，瑞声科技(02018)涨3.76%，比亚迪电子(00285)涨3.75%，蓝思科技(06613)涨3.26%，丘钛科技(01478)涨2.12%，舜宇光学科技(02382)涨1.59%。消息面上，摩根大通分析师认为，iPhone Air有望取得超出预期的市场反响。由Samik Chatterjee牵头的摩根大通分析师团队在一份投资者报告中表示：“尽管iPhone Air的功能配置更接近基础版iPhone，而非Pro版，但凭借更轻薄的机身设计，该机型或许能吸引比预期更广泛的消费群体。近几个月来，由于供应链反馈显示，苹果计划在今年下半年将iPhone Air的产量大致控制在1000万至1500万台，市场对该机型的销量预期有所下调，但消费者若反响更佳，仍存在带来惊喜的空间。”定价策略同样值得投资者关注：若新机型定价在800美元左右，就有资格享受中国市场的补贴政策，这可能为苹果带来额外的增长空间。
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