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無線耳機板塊再度走強 漫步者(002351.SZ)漲超7%
格隆匯 11-28 09:44
格隆匯11月28日丨無線耳機板塊再度走強,漫步者大漲超7%,佳禾智能、欣旺達、惠威科技、國光電器等紛紛走強。據報道,蘋果要求AirPods Pro(支持主動降噪功能的無線耳機)核心供應商追加一倍產能,將AirPods Pro月產量提高到200萬隻。目前AirPods Pro官網顯示的交貨週期已延長至4周。國信證券歐陽仕華認為,蘋果AirPods的熱銷,徹底引爆了TWS耳機市場,並引領整個聲學產業鏈新一輪的成長機遇。
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