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蘋果概念股普漲 超聲電子、藍思科技領漲
格隆匯 08-24 10:47
格隆匯8月24日丨A股市場蘋果概念股普漲,其中,超聲電子漲近8%,藍思科技和信維通信漲超6%,鵬鼎控股、領益智造漲超5%。據統計,從目前已經披露業績的蘋果概念公司來看,近20家公司上半年全部實現盈利。其中,超聲電子是蘋果公司的PCB(印製電路板)供應商,上半年淨利同比增27.90%;歌爾股份是蘋果AirPods系列產品組裝生產廠商之一,上半年淨利同比增長49.05%;藍思科技上半年淨利潤19.12億元,上年同期虧損1.56億元。券商分析稱,看好蘋果產業鏈龍頭公司的競爭優勢。此外,摩根士丹利在上週三的報告中稱,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。

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