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A股異動丨蘋果產業鏈板塊走弱 多隻個股跌出階段新低
格隆匯 03-19 11:36
格隆匯3月19日丨蘋果產業鏈個股走弱,歌爾股份跌4.53%領跌,股價創下去年6月以來新低;立訊精密亦跌逾4%,今年以來股價已經跌去34%,近期更是刷新了近一年新低;藍思科技以現價計,自年初的歷史高點累跌逾37%。蘋果產業鏈正面臨產業鏈外遷、訂單結構調整、砍單的劇烈整合。一方面,市場盛傳蘋果將轉移產能至印度。據外媒,蘋果計劃將7%-10%產能從中國大陸轉移至印度,並由鴻海位於泰米爾納德邦的工廠負責生產iPhone 12。另一方面,知名蘋果產業鏈分析師郭明錤表示,AirPods 今年前三季度出貨量將衰退約25%至5,500萬部,2021年AirPods出貨量也將衰退至約7,800萬部,而2020年出貨量為9,000萬部。

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