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港股異動丨高偉電子暴跌24%創3個月新低,MR頭顯設備量產時間低於預期
格隆匯6月6日丨隨着A股和日本市場蘋果概念股集體走低,港股市場高偉電子(1415.HK)盤中一度暴跌24%至14.22港元,股價創3個月新低。消息面上,蘋果發佈首款MR頭顯產品Apple Vision Pro,定價3499美金,預計將於2024年初上市。市場普遍認為其價格過高,且量產時間低於市場前期預期。此前分析人士表示,蘋果MR頭顯設備主要光學供應商包括大立光(鏡頭)、玉晶光(Pancake)、高偉電子(相機模組)、致伸(眼球追蹤模組)。天風國際分析師郭明錤此前表示,一代蘋果MR頭顯將在6月的WWDC發佈,二代將2025年量產,高偉電子將是二代頭顯CCM的主要供應商,預計高偉電子的供應比重至少在70%到80%以上。

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