金吾财讯 | 手机产业链板块走高，荣阳实业（02078）涨11.65%，建滔集团（00148）涨4.27%，舜宇光学科技（02382）涨3.23%，龙旗科技（09611）涨2.98%，鸿腾精密（06088）涨2.75%，ASMPT（00522）涨2.78%，华虹宏力（01347）涨3.00%。消息面上，10月16日晚8时，苹果首款折叠屏手机iPhone Duo正式开启预售。开售仅一分钟，京东、天猫等平台全型号库存迅速售罄，苹果官网购买页面一度无法正常打开。大约40分钟后，苹果官网的预计送达时间已经跳到了2027年1月底。高盛近日发布苹果Duo产品研报，称预购表现强劲，印证该行此前对折叠手机的乐观判断。该行称，折叠新机的放量，将为相关企业贡献订单增量。
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