苹果概念股普升 蓝思科技(06613)涨4.74% 苹果首款折叠屏手机有望明年年底前发布

金吾财讯
Dec 01

金吾财讯 | 苹果概念股普升,蓝思科技(06613)涨4.74%,舜宇光学科技(02382)涨4.65%,丘钛科技(01478)涨3.06%,比亚迪电子(00285)涨2.05%,瑞声科技(02018)涨1.58%,高伟电子(01415)跟涨0.87%。消息面上,据Counterpoint Research最新分析,由于新款iPhone系列热销以及消费者换机热潮的推动,苹果公司有望在十多年后再次登顶全球最大智能手机制造商。研究人员指出,新机型吸引了大量用户升级设备,推动苹果在中美两大市场的销量同比实现两位数增长。根据Counterpoint的数据,这一增长预计将使苹果今年超过长期竞争对手三星电子。预计2025年,iPhone出货量将增长约10%,而三星的增幅预计为4.6%。整体来看,2025年全球智能手机市场预计扩大约3.3%,其中苹果公司预计将占据19.4%的市场份额。这将是苹果自2011年以来首次重回全球销量榜首。另据报道引述供应链消息指出,苹果首款折叠屏手机iPhone Fold目前已进入工程验证(EVT)与预量产流程,只剩下细节设计需要调整,有望明年年底前发布。据报道,此前苹果的折叠屏手机都只停留在传闻阶段,但近期市场及供应链消息都特别多,也有部分零部件组装厂称其“早已进入备货状态”,只要苹果一声令下,马上就能出货给下游组装厂,显示这台手机的最终设计应该已经大致敲定,有相当大的概率在明年发布。

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