You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股異動丨蘋果概念股集體走強,比亞迪電子升超7%創階段新高,較4月低點升超70%
港股市場蘋果概念股集體走強,其中,比亞迪電子升超7%,股價創2021年8月以來新高,且較4月份低點升超70%;高偉電子升超6%,舜宇升超3%,丘鈦科技升近3%,瑞聲科技、通達集團升超1%。華泰證券最新研報表示,蘋果舉行WWDC 2024首日主題演講,推出個人化智能系統Apple Intelligence,公司還更新了visionOS/iOS/iPadOS/macOS等操作系統。蘋果此次大部分功能與安卓現有AI功能相似,難以驅動安卓客户遷往蘋果,但完善了蘋果內部生態,且此類功能只在iPhone 15 pro/max及以後系列搭載,或利好蘋果用户換機。此次AI功能用户可以免費使用,未來模型API成本或持續下降,促進AI手機普及。華泰證券建議關注蘋果手機換機對果鏈公司的帶動。另外,麥格理髮布研報稱,比亞迪電子近期的強勢,相信是受到英偉達人工智能產品、蘋果發佈會,以及歐盟落實對進口電動汽車加徵關税等影響。比亞迪電子預計未來兩至三年AI相關收入將達到100億元,相當於麥格理預測2026年整體收入的約5%。該行目前預測蘋果公司今年收入可實現雙位數增幅,同時新推出的人工智能功能將帶動未來幾年的換機需求。麥格理汽車分析師亦認為,歐盟對中國純電動汽車加徵進口關税,對比亞迪來説有正面影響,預期比亞迪仍有餘地從今年下半年起,通過出口及擴大本地生產來積極拓展歐盟市場,將同時有利於比亞迪電子發展,可在供應鏈中獲得更好的份額。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account