港股异动 | 苹果概念股普跌 郭明錤指新iPhone销量下滑
格隆汇9月10日丨苹果概念股普遍下跌,通达集团(0698.HK)跌3.28%,舜宇光学科技(2382.HK)、瑞声科技(2018.HK)跌逾2%。苹果公司将于9月11日凌晨1点正式发布新一代iPhone。天风国际郭明錤报告指,因欠缺创新卖点,今年的3款新iPhone下半年的出货量料同比衰退5%-10%。3款新iPhone下半年出货量料在6500–7000万部;不过全年总iPhone出货量可达约1亿8000万部,因旧款iPhone降价后需求料增加。此外,市场研究公司IDC预测,如果这家科技巨头公司不推出5G版iPhone那么2019年对于它来说将会构成挑战。可能的结果是,今年iPhone的发货量预计会下降15%至1.779亿部。
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