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瑞聲(2018.HK)漲超8%領蘋果概念股全線大漲 天風國際稱iPhone明後兩年增長強勁
格隆匯 12-06 10:26
格隆匯12月6日丨港股市場蘋果概念股全線上漲,其中,瑞聲科技(2018.HK)漲超8%領漲,高偉電子、鴻騰精密、通達集團等均出現明顯上漲走勢。
天風國際最新指出,iPhone未來2年增長強勁,產業鏈為2020年電子業投資核心。受益於5G升級、新外觀設計與更佳產品組合,預期iPhone出貨量在2020與2021年分別增長約6%與8%,YoY至2.05-2.1億與2.2-2.5億部,供貨商普遍可望顯著受益。當中,5G相關與光學行業在未來2年內將有最顯著增長。天風國際還稱,Apple將在1H20與1H21發佈新款iPhone,有利於供貨商業績淡季不淡。

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