無線耳機板塊再度衝高 漫步者(002351.SZ)四連板
格隆匯12月9日丨無線耳機板塊再度衝高,漫步者四連板,雷柏科技漲停,奮達科技大漲超8%,共達電聲、國光電器等跟漲。無線藍牙耳機在2019年迎來爆發年,銷量持續超預期。在今年10月底,蘋果發佈的新型耳機AirPods Pro大受好評。近期蘋果要求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。此外,華為、OPPO、小米和VIVO等廠家正在與TWS耳機藍牙芯片廠商協商明年新的採購價格與採購規模。信息顯示,幾大手機品牌廠商很可能是要在明年新推的5G機型上標配TWS耳機銷售,並把耳機配件打包進銷售包裝清單中。
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