港A蘋果概念股走強:立訊精密漲近5%,高偉電子漲超8%
格隆匯6月24日丨港A兩地蘋果概念股集體走強。A股立訊精密漲近5%領漲,鵬鼎控股、東山精密漲超3%,藍思科技、領益智造、歌爾股份等跟漲;港股高偉電子漲超8%,丘鈦科技漲超6%。天風證券分析師郭明錤預期iPhone在2021與2022年將分別出貨2.3億-2.4億與2.5億-2.6億部(vs.2020年約1.95億部)。還稱在目前iPhone供應商中,立訊因組裝業務成長能見度高與垂直整合的潛在成長機會故為最大受益者。


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