金吾财讯 | 苹果概念股多个股上扬，蓝思科技(06613)涨2.46%，丘钛科技(01478)涨2.28%，舜宇光学科技(02382)涨2.27%，荣阳实业(02078)涨1.55%，富智康集团(02038)涨0.92%，伟仕佳杰(00856)涨0.86%，高伟电子(01415)涨0.36%。消息面上，有报道称，从产业链求证获悉，苹果首款折叠屏手机试产顺利，并没有出现大问题，应该也不会导致延后发布。“整个折叠屏方案之前都论证了好几年了，苹果在外观上都是非常保守的，采用都是成熟的方案，没有什么大问题。”这位产业链人士表示。
CounterpointResearch最新报告显示，受苹果预计入局、智能手机市场持续高端化以及OEM参与度扩大等因素支撑，2026年全球折叠屏智能手机出货量预计增长20%。随着苹果准备推出其首款折叠屏iPhone，折叠屏智能手机市场将在2026年进入一个新的竞争阶段。
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