港股異動 | 蘋果概念股集體上漲 昨夜蘋果創歷史新高
格隆匯12月8日丨蘋果概念股全線走強,其中港股比亞迪電子漲7%,通達集團,丘鈦科技,舜宇光學科技漲超2.5%,瑞聲電子,高偉電子跟漲;A股歐菲光,海目星漲8%,勝宏科技漲7%,和林維納,聯創電子漲6%,歌爾股份漲5%。蘋果(AAPL.US)昨夜收漲171.18美元,股價續創歷史新高,市值超2.8萬億美元。此前摩根士丹利將蘋果目標價上調至200美元並維持超配評級。大摩分析師Katy Huberty表示,對將於2022年推出的IT硬件持謹慎態度,但蘋果應該會從安全投資轉移(Flight to Quality)中受益。蘋果將於明年推出AR/VR產品,新產品類別帶來的利好也反映在股價中了。Huberty補充稱,iPhone供應和App Store生態均將在短期內增長,她由此提高了對12月當季的預期。


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