苹果概念逆市走强鸿腾精密(06088)涨近12% 机构称iPhone新机备货超预期

金吾财讯

Sep 22

金吾财讯 | 苹果概念逆势走强，鸿腾精密(06088)涨11.88%，伟仕佳杰(00856)涨7.52%，高伟电子(01415)涨6.36%，舜宇光学科技(02382)涨5.95%，丘钛科技(01478)涨5.49%，蓝思科技(06613)涨6.10%，比亚迪电子(00285)涨4.67%，瑞声科技(02018)涨3.21%，富智康集团(02038)涨2.81%，东江集团控股(02283)涨1.23%。招商证券此前研报称，iPhone等秋季新品9月12日起开始订购，9月19日正式发售。尽管秋季发布会市场普遍认为不以为然，但总体看iPhone新机备货超9000万优于去年情况下，销售趋势仍佳，i17的高性价比有望推动销量超预期，而17Pro需求平稳向好，Air款需求仍待在中国等地区全球发售后进一步观察，iPhone新机结合未来更完备的AI功能望进一步助推销量。东海证券指出，尽管iPhone17和Pro系列机型仍然配备高通5G基带芯片，但发布会上苹果发布了新一代基带芯片C1X，性能相较于C1提升2倍。苹果持续扩大自研芯片范围，一方面使得iPhone机型的性能、续航、智能体验都有了更迅速和稳固的进步，另一方面提升了其技术主导权，强化苹果对供应链的控制，生态壁垒更加坚固，也引领并促使其他厂商加大自研投入，建议持续关注苹果相关供应链。

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href=\"https://laohu8.com/S/AAPL\">苹果</a>概念逆势走强，<a href=\"https://laohu8.com/S/06088\">鸿腾精密</a>(06088)涨11.88%，<a href=\"https://laohu8.com/S/00856\">伟仕佳杰</a>(00856)涨7.52%，<a href=\"https://laohu8.com/S/01415\">高伟电子</a>(01415)涨6.36%，<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>(02382)涨5.95%，<a href=\"https://laohu8.com/S/01478\">丘钛科技</a>(01478)涨5.49%，<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>(06613)涨6.10%，<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>(00285)涨4.67%，<a href=\"https://laohu8.com/S/02018\">瑞声科技</a>(02018)涨3.21%，<a href=\"https://laohu8.com/S/02038\">富智康集团</a>(02038)涨2.81%，<a href=\"https://laohu8.com/S/02283\">东江集团控股</a>(02283)涨1.23%。<a href=\"https://laohu8.com/S/600999\">招商证券</a>此前研报称，iPhone等秋季新品9月12日起开始订购，9月19日正式发售。尽管秋季发布会市场普遍认为不以为然，但总体看iPhone新机备货超9000万优于去年情况下，销售趋势仍佳，i17的高性价比有望推动销量超预期，而17Pro需求平稳向好，Air款需求仍待在中国等地区全球发售后进一步观察，iPhone新机结合未来更完备的AI功能望进一步助推销量。东海证券指出，尽管iPhone17和Pro系列机型仍然配备<a href=\"https://laohu8.com/S/QCOM\">高通</a>5G基带芯片，但发布会上苹果发布了新一代基带芯片C1X，性能相较于C1提升2倍。苹果持续扩大自研芯片范围，一方面使得iPhone机型的性能、续航、智能体验都有了更迅速和稳固的进步，另一方面提升了其技术主导权，强化苹果对供应链的控制，生态壁垒更加坚固，也引领并促使其他厂商加大自研投入，建议持续关注苹果相关供应链。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果概念逆市走强 鸿腾精密(06088)涨近12% 机构称iPhone新机备货超预期</title>\n<style 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href=\"https://laohu8.com/S/AAPL\">苹果</a>概念逆势走强，<a href=\"https://laohu8.com/S/06088\">鸿腾精密</a>(06088)涨11.88%，<a href=\"https://laohu8.com/S/00856\">伟仕佳杰</a>(00856)涨7.52%，<a href=\"https://laohu8.com/S/01415\">高伟电子</a>(01415)涨6.36%，<a href=\"https://laohu8.com/S/02382\">舜宇光学科技</a>(02382)涨5.95%，<a href=\"https://laohu8.com/S/01478\">丘钛科技</a>(01478)涨5.49%，<a href=\"https://laohu8.com/S/300433\">蓝思科技</a>(06613)涨6.10%，<a href=\"https://laohu8.com/S/00285\">比亚迪电子</a>(00285)涨4.67%，<a href=\"https://laohu8.com/S/02018\">瑞声科技</a>(02018)涨3.21%，<a href=\"https://laohu8.com/S/02038\">富智康集团</a>(02038)涨2.81%，<a href=\"https://laohu8.com/S/02283\">东江集团控股</a>(02283)涨1.23%。<a href=\"https://laohu8.com/S/600999\">招商证券</a>此前研报称，iPhone等秋季新品9月12日起开始订购，9月19日正式发售。尽管秋季发布会市场普遍认为不以为然，但总体看iPhone新机备货超9000万优于去年情况下，销售趋势仍佳，i17的高性价比有望推动销量超预期，而17Pro需求平稳向好，Air款需求仍待在中国等地区全球发售后进一步观察，iPhone新机结合未来更完备的AI功能望进一步助推销量。东海证券指出，尽管iPhone17和Pro系列机型仍然配备<a href=\"https://laohu8.com/S/QCOM\">高通</a>5G基带芯片，但发布会上苹果发布了新一代基带芯片C1X，性能相较于C1提升2倍。苹果持续扩大自研芯片范围，一方面使得iPhone机型的性能、续航、智能体验都有了更迅速和稳固的进步，另一方面提升了其技术主导权，强化苹果对供应链的控制，生态壁垒更加坚固，也引领并促使其他厂商加大自研投入，建议持续关注苹果相关供应链。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0353189763.USD","symbol_name":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) 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