金吾财讯 | 手机产业板块走强，鸿腾精密（06088）涨5.31%，华虹宏力（01347）涨4.57%，ASMPT（00522）涨3.99%，通达集团（00698）涨3.59%，中芯国际（00981）涨3.30%，蓝思科技（06613）涨2.88%，伟仕佳杰（00856）涨2.51%，舜宇光学科技（02382）涨2.30%，丘钛科技（01478）涨2.14%，高伟电子（01415）涨1.78%，东江集团控股（02283）涨1.47%，瑞声科技（02018）涨1.29%。花旗发表研究报告指出，苹果(AAPL)截至6月止季度业绩显示，系统单芯片(SoC)供应限制将显著增加，9月季度供应链灵活性有限；记忆体成本将进一步上升，但部分非记忆体组件成本将下降。该行最新iPhone生产计划显示，第三季生产依然强劲，按年增长22%；下半年iPhone18生产量预计达8,100万部，低于此前预期的8,400万部，其中折叠型号产量为750万部。花旗认为，智能手机供应链股价将取决于第二季/上半年业绩及下半年展望，预期部分上半年业绩在库存建设支持下将优于市场担忧，但下半年压力或加剧。
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