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港股異動 | 蘋果概念股普漲 富智康集團(2038.HK)升5%領漲
格隆匯 01-10 14:28
格隆匯1月10日丨蘋果概念股普漲,富智康集團(2038.HK)升5%領漲,高偉電子漲逾4%,比亞迪電子漲逾3%,舜宇、瑞聲、丘鈦跟漲。美股蘋果週四亦收漲逾2%再創新高,市值1.3758萬億美元。據彭博,在蘋果去年9月發佈iPhone 11系列產品之後,iPhone在華的銷量開始增長,蘋果iPhone去年12月在華出貨總量達到約318萬部,同比增長了18.7%。此外,Strategy Analytics最新報告顯示,2019年Apple AirPods的銷量達到近6000萬,蘋果在完全無線(TWS)耳機細分市場占主導地位,2019年在該類別中佔了50%以上的份額。天風國際曾指,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%;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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