金吾财讯 | 苹果概念股走高，瑞声科技(02018)涨8.59%，鸿腾精密(06088)涨8.47%，舜宇光学科技(02382)涨3.39%，丘钛科技(01478)涨2.40%，高伟电子(01415)涨1.11%，比亚迪电子(00285)涨0.56%。消息面上，花旗在最新发布的《中国硬件》行业研报中表示，受益于苹果最新一轮iPhone备货计划上调及中国市场需求改善，核心硬件供应链将迎来补库存与估值修复的双重驱动。花旗明确看好苹果核心供应链标的，认为相关企业将充分受益于苹果补货潮，在苹果供应链中的配置价值逐步凸显，在行业基本面边际改善的驱动下，股价有望迎来估值重估。
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