智通财经APP获悉，苹果概念股普遍上扬，截至发稿，鸿腾精密(06088)涨4.23%，报5.92港元；舜宇光学(02382)涨3.44%，报79.7港元；丘钛科技(01478)涨3.29%，报15.09港元；蓝思科技(06613)涨2.15%，报26.56港元。
消息面上，据“工信微报”消息，10月15日，工业和信息化部部长李乐成在北京会见美国苹果公司首席执行官蒂姆·库克，双方就苹果公司在华业务发展、加强电子信息领域合作等议题进行交流。库克感谢工业和信息化部对苹果公司在华发展的支持，表示将继续加大在华投资，进一步提高对华合作层次和水平，实现互利共赢发展。
此外，华福证券近日指出，关税对果链设备公司的影响不应被高估，苹果对供应商的要求极为严格，国内果链公司具备不可替代性。对于设备企业来说，苹果或将更多的资源投向有利于降本提效的柔性自动化、3D打印等新设备和新工艺；或者加速推广高端机型、折叠屏、智能眼镜等新产品，也有利于相关产线的新建和升级。
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