智通财经APP获悉，手机产业链集体回暖，截至发稿，丘钛科技(01478)涨6.51%，报8.67港元；瑞声科技(02018)涨4.83%，报37.74港元；高伟电子(01415)涨4.37%，报32.98港元；舜宇光学(02382)涨4%，报66.25港元。
消息面上，苹果公布截至3月28日的第二季度财报。期内苹果营收1112亿美元，同比增长17%，净利润296亿美元，同比增长19%。苹果CEO库克表示，该季度苹果实现了有史以来最好的季度业绩，各地区收入均实现百分比两位数增长。得益于iPhone17系列产品市场需求旺盛，iPhone业务创下季度营收纪录，服务业务收入也再创新高。
招商证券指出，期待硬件工程出身的新任CEO能引领新一轮苹果AI软硬件创新。该行认为26-27年苹果AI软硬件加速创新和上游结构件/光学等零件创新趋势明确，叠加OpenAI、Google等北美各大巨头AI端侧发力，存储涨价不改AI端创新大趋势；同时优质果链公司跨界布局AI算力、机器人等赛道的核心卡位亦不容忽视；我们看好苹果优质供应链资源稀缺性将进一步凸显，带来苹果链的价值重估。
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