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郭明錤料蘋果(AAPL.US)明年推出新HomePod 天馬或為獨家面板供應商
於內地上市的深天馬(000050.SZ)午後漲停,報10.73元人民幣。天風國際證券分析師郭明錤預測,蘋果(AAPL.US)可能將在明年上半年推出配備約7吋面板的全新設計HomePod,天馬或為獨家面板供應商。 他估計,配備面板的HomePod可強化與其他自家硬體產品整合,為蘋果智能家庭策略的關鍵轉向。他預料,天馬未來可望依循比亞迪電子(00285.HK)或京東方(000725.SZ)在蘋果供應鏈的增長模式,即從低階產品開始做起,逐步提高出貨比重與透過技術能力升級並取得更高規的產品。若出貨順利,天馬的下一個蘋果訂單可能是iPad面板。 此外,他指天馬目前Android手機面板產能滿載,產能利用率優於競爭對手。若此產能滿載狀況能持續至今年下半年,則今年的營收與利潤或能擊敗市場預期。
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