港股异动 | 苹果概念股普跌 郭明錤料Q2 iPhone出货量下降约25%
格隆汇4月22日丨苹果概念股普跌,富智康集团(2038.HK)跌逾3%,比亚迪电子、瑞声科技、通达集团跌逾2%,高伟电子、东江集团跌逾1%。天风国际分析师郭明錤预测报告称,新iPhone SE首周末预购优于预期,受疫情影响,预计第二季度iPhone出货量在2,900–3,200万部,约下降25–30% ,预估2020全年iPhone出货量将下降10–15%。今年新款6.1与5.4寸iPhone仍有机会在9月进入量产,而毫米波iPhone面临潜在延迟风险。此外,野村Instinet分析师亦称,苹果据悉已经减少了第三财季iPhone 11 SE的订购量,并将其转移到第四季度,此举可能暗示对iPhone 12的担忧。
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