Tiger Brokers

苹果概念股走低 鸿腾精密（06088）跌13.86% 野村料苹果供应商的情绪在短期内变得更为谨慎

金吾财讯
Nov 06

金吾财讯 | 苹果概念股走低，鸿腾精密（06088）跌13.86%，富智康集团（02038）跌6.55%，丘钛科技（01478）跌5.04%，天工国际（00826）跌4.58%，舜宇光学科技（02382）跌4.03%，伟仕佳杰（00856）跌4.00%，比亚迪电子（00285）跌3.62%，高伟电子（01415）跌3.60%，瑞声科技（02018）跌3.52%，通达集团（00698）跌1.57%。野村发表研究报告指，苹果9月底止第四财季业绩胜市场预期，但对苹果供应链持审慎看法，由于记忆体成本上升，预期苹果供应链在今年第四季至明年首季将面临更严峻的按年比较。野村预期明年上半年，供应商来自苹果的收入整体可能按年跌双位数，原因是今年上半年旧型号的预建库存、iPhone 18 Pro需求平淡，以及因记忆体成本上升而对需求保持谨慎。野村预期苹果供应商的情绪在未来数月将变得更为谨慎，直至该行于明年次季对明年下半年新款iPhone 19/20 Pro及Duo 2有更佳可见度为止。该行将2026年iPhone产量预测由2.6亿部下调2%至2.544亿部，意味按年增长5.6%，并引入2027财年iPhone产量预测为2.5亿部，意味按年跌1.7%。同时，该行下调MacBook今年产量预测至2,550万部，而iPad今年产量预测则由原先4,400万部降至4,000万部，并料明年进一步下滑。

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