智通财经APP获悉，高伟电子(01415)跌超5%，截至发稿，跌5.27%，报29.5港元，成交额1.17亿港元。
消息面上，1月28日，天风国际证券分析师郭明𫓹发文称，苹果目前对iPhone 18系列的定价策略是“尽可能不涨价”，至少起始价不动，有利于营销宣传。他还透露，iPhone的内存报价现在是按季谈，而非半年，所以iPhone的内存报价在2026年第二季度还会再涨一次。目前看二季度的环比涨价幅度约和一季度接近。
此外，苹果将于1月29日美股盘后公布2026财年第一季度业绩。摩根大通此前研报指，去年第四季高伟电子股价跑输恒指，相信是因为市场担心记忆体价格上升导致iPhone潜在需求转弱。不过，该行认为市场反应过度，其研究显示今年订单具韧性，预计上半年电子制造服务出货量将按年增长8%。
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