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蘋果產業鏈午後拉昇 大摩報告稱iPhone升級潛力巨大
格隆匯 08-20 14:04
格隆匯8月20日丨蘋果產業鏈午後出現一波拉昇走勢,歌爾股份(002241.SZ)、藍思科技、安潔科技、立訊精密等紛紛上漲,快速上漲,歌爾股份一度大漲8.17%報40.9元;歌爾股份即將於今日盤後公佈業績。摩根士丹利在週三的報告中稱,中國68%以上iPhone是至少使用2年的設備,該市場擁有巨大升級潛力,iPhone的出貨量將顯著加速,預計未來一年大約20%的iPhone升級將來自中國。此外,美股蘋果在週三創出歷史新高價,且市值一度突破2萬億美元,成為美股歷史上第一家總市值超過2萬億美元的上市公司。
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