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A股異動 | 蘋果概念股集體上漲 中信建投看好蘋果產業鏈公司長期成長趨勢
格隆匯9月23日丨A股蘋果概念股集體上漲,其中天音控股,華工科技漲停,立訊精密漲超7%,欣旺達,華軟科技,勝宏科技,傑普特漲5%中信建投指出,目前消費電子板塊處於類似2019年的位置,iPhone13系列預計提振銷量(類似iPhone11),而iPhone14系列及MR等新品帶來創新預期(類似iPhone12及Airpods等新品)。從業績上看,該行看好蘋果新品備貨以及銷售動能。從週期位置上看,該行看好蘋果產業鏈公司長期成長趨勢,並認為消費電子板塊具有高性價比以及長期佈局價值。

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