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立訊精密一度漲超8% 機構稱其為蘋果新品的最大A股受益者
格隆匯 10-19 13:55
格隆匯10月19日丨蘋果概念股立訊精密(002475.SZ)今日盤中一度漲超8%報37.68元,市值2655億元。蘋果於今日凌晨1點如期發佈了新款Macbook Pro與3代Airpods。其中,新一代Macbook Pro搭載專業級M1 PRO/MAX芯片,屏幕尺寸升級至14.2/16.2寸窄邊框MiniLed背光XDR全面屏,定價從1999美金起,10月26日上市。招商證券稱,從A股供應鏈來看,此次蘋果新品發佈的最大受益者為立訊精密。Macbook Pro系列年出貨量在大幾百萬,未來有望提升至千萬,此次14/16寸標配miniled屏好於預期,最大受益者為Q4新導入miniled背光模組的立訊精密,其望解決miniled組裝瓶頸,份額在22年望明顯提升。

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