苹果发布折叠屏新机,亚洲供应链个股涨跌互现

格隆汇
Sep 10
美国科技巨头苹果公司发布首款可折叠手机iPhone Duo及其他新产品后,苹果供应商的股票交易涨跌互现。iPhone Duo最高配置版售价3199 美元,创下了大众市场智能手机价格的新纪录。其他新品包括iPhone 18 Pro、AirPods 5和两款升级版Apple Watch。发布会结束后,苹果股价基本持平。KeyBanc分析师布兰登・尼斯佩尔等在研报中写道:“我们认为本次新品对苹果业绩存在小幅利空。高昂售价大概率无法完全抵消毛利率承压,出货量或将走低,最终拖累用户规模与服务业务增长。”在韩国苹果供应商中,LG Innotek股价上涨高达1.6%;LG Display股价波动幅度较小。LG Innotek 81%的收入来自苹果,LG Display 51%的收入来自苹果。手机厂商兼苹果供应商三星电子股价维持震荡。日本市场,日本 Alps Alpine 上涨3.1%,村田制作所 上涨2%,TDK上涨1.6%Alps Alpine 公司23%的销售额来自苹果公司,TDK为10%。其他供应商包括Nissha和NOK股价小幅下跌。

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