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港股異動丨蘋果概念股走強 高偉電子升6% 瑞聲科技升4%
港股蘋果概念股多數走強,其中,高偉電子升6%,藍思科技、比亞迪電子升近5%,瑞聲科技升4%,丘鈦科技升2.6%,舜宇光學升2%,富智康集團跟升。消息上,分析師郭明錤透露,蘋果計劃於2026年推出其首款可摺疊iPhone,並計劃於2028年跟進發布可摺疊iPad。兩款可摺疊設備均採用超薄玻璃蓋板解決方案,由康寧公司獨家供應玻璃材料。在摺疊iPhone方面,郭明錤稱蘋果近期已上修摺疊屏iPhone出貨量,2026與2027年分別提升至800-1000萬,以及2000-2500萬。此前預估分別為600-800萬以及1000-1500萬。在摺疊iPad方面,郭明錤認為定價策略更為高端,在展開狀態下將提供18至20英寸的顯示面積,蘋果目前預估首年的出貨量為50-100萬台。(格隆匯)

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