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A股異動丨鉑力特拉昇升近9%,郭明錤:有機會做到Apple Watch機殼
鉑力特(688333.SH)盤中一度拉昇升近9%報59.5元,半日收升6.98%報58.42元。消息面上,知名分析師郭明錤剛剛在X上發文稱,2H24新款Apple Watch關注焦點是Series 10、鉑力特/3D列印。郭明錤指出,Apple Watch將自2H24開始採用由3D列印技術生產的機構件。雖去年最後並無量產,但經過過去1年多的密集測試,目前3D列印的生產效率已有明顯改善。3D列印機構件的供應商為鉑力特。與先前不同的是,去年鉑力特為設備供應商,今年則為機構件生產商。因3D列印有成本優勢,故預期未來數年鉑力特的3D列印機構件出貨會持續成長,並有機會做到Apple Watch機殼(因難度較其他Apple產品的機殼低)。

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