A股異動 | 立訊精密跌5.67% 市場擔憂其“蘋果依賴症”
格隆匯11月10日丨歌爾被蘋果砍單後,天風國際知名蘋果分析師郭明錤稱,立訊精密將承接AirPods Pro2的所有訂單,成為AirPods Pro2的獨家組裝公司,為填補生產缺口,立訊精密已在擴大生產。不過,資本市場的反映不如想象中熱烈,立訊精密昨日高開高走,收盤僅上漲了0.22%,今天早盤更是下跌5.67%。市場擔憂,繼續擴大“含果量”,意味着蘋果訂單不穩定且利潤較薄的問題還將持續困擾立訊精密。今年5月,立訊精密董事長王來春曾在股東大會上回應依賴海外單一大客户的問題稱,理想狀態是,10年後單一客户對立訊精密(業績貢獻)不超過三分之一。

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