港股异动 | 苹果概念股普涨 富智康集团(2038.HK)升5%领涨
格隆汇1月10日丨苹果概念股普涨,富智康集团(2038.HK)升5%领涨,高伟电子涨逾4%,比亚迪电子涨逾3%,舜宇、瑞声、丘钛跟涨。美股苹果周四亦收涨逾2%再创新高,市值1.3758万亿美元。据彭博,在苹果去年9月发布iPhone 11系列产品之后,iPhone在华的销量开始增长,苹果iPhone去年12月在华出货总量达到约318万部,同比增长了18.7%。此外,Strategy Analytics最新报告显示,2019年Apple AirPods的销量达到近6000万,苹果在完全无线(TWS)耳机细分市场占主导地位,2019年在该类别中占了50%以上的份额。天风国际曾指,iPhone未来2年增长强劲,产业链为2020年电子业投资核心。受益于5G升级、新外观设计与更佳产品组合,预期iPhone出货量在2020与2021年分别增长约6%与8%;Apple将在1H20与1H21发布新款iPhone,有利于供货商业绩淡季不淡。
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