金吾财讯 | 苹果概念股普升，鸿腾精密(06088)涨11.21%，高伟电子(01415)涨4.63%，蓝思科技(06613)涨4.49%，丘钛科技(01478)涨3.93%，舜宇光学科技(02382)涨3.59%，富智康集团(02038)涨2.87%，瑞声科技(02018)涨2.59%，比亚迪电子(00285)涨2.13%。
大摩发表报告，预计2026年智能手机出货量将因记忆体成本急剧上涨而面临显著的下行压力。拥有较高苹果敞口以及非智能手机业务的公司将处于更有利的地位。该行预计智能手机OEM厂商将提高平均售价，并将大部分元件成本转嫁出去。此类价格上涨极有可能导致Android智能手机出现实质性的需求短缺，因为终端用户对价格更为敏感。该行将2026年全球智能手机出货量预测下调15%，至11亿部。其中，苹果出货量可能下降2%，而Android出货量将按年下降16%。下降幅度将与2022年的低迷期相当，甚至可能更大。因此，苹果供应链表现亦可能优于Android供应链。
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