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蘋果概念股逆市走強 iPhone12加單200萬部
格隆匯 10-28 10:52
格隆匯10月28日丨蘋果概念股逆市走強,藍思科技升超5%,比亞迪、歌爾股份、領益智造漲超4%,歐菲光、環旭電子、大族激光等跟漲。據iPhone產業鏈消息,由於銷售火爆,iPhone12加單了。對此,業內人士處證實,目前iPhone12加單了200萬部。信達證券預計,蘋果今年第四季度供應鏈訂單在8000萬至8500萬部,2021年銷量有望達2.3億-2.4億部。整體來看,由於蘋果硬件產品的超級週期到來,相關入局蘋果產業鏈的標的的消費電子業務有望得到爆發性機遇。

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