手机产业链板块走低鸿腾精密(06088)跌7.66% 苹果宣布上调Mac、iPad及多款硬件产品价格

金吾财讯

Jun 26

金吾财讯 | 手机产业链板块走低，鸿腾精密(06088)跌7.66%，舜宇光学科技(02382)跌5.97%，高伟电子(01415)跌4.91%，中兴通讯(00763)跌4.73%，瑞声科技(02018)跌4.42%，联想集团(00992)跌3.92%，比亚迪电子(00285)跌3.67%，ASMPT(00522)跌3.32%，丘钛科技(01478)跌2.92%。日前，苹果公司正式宣布上调Mac、iPad及多款硬件产品价格，以应内存及存储空前短缺所带来的成本压力。此次调价为全球性涨价，涨幅普遍在17%至25%之间，部分产品提价幅度超过20%。这是苹果近年来规模最大的一次全球性调价行动。高盛最新报告显示，该行将2026年全球智能手机出货量预测下调4%至11.4亿部，同比降幅由此前的-6%扩大至-10%；2027年预测下调3%至11.7亿部，同比增速从此前的+2%小幅上修至+3%。报告同步引入2028年预测，出货量为11.82亿部，同比增长1%。高盛指出主要原因是内存芯片成本上涨。由于AI领域需求激增导致芯片供应整体趋紧，主要内存芯片制造商将更多产能转向服务AI产业，致使消费电子领域所需的内存芯片产能更加短缺。

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