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鴻騰(06088.HK)藍思科技(06613.HK)逆市各漲逾一成 傳蘋果要求代工商增產標準版iPhone 17達四成
港股今早(22日)低開85點後,初段跌幅擴大,曾跌268點一度低見26,277,最新報26,314,跌230點或約0.8%,成交1,031.48億元。不過,蘋果供應鏈股份逆市造好。 鴻騰精密(06088.HK)高開近7%後,初段升幅擴大,最高見6.88元創2017年12月以來逾七年半高,現報6.6元,升12.05%,成交1.97億股,涉資13.05億元。 藍思科技(06613.HK)高開4.5%,初段最高見30.98元創H股上市高。現報30.76元,升10.41%,成交涉資4.32億元。藍思科技A股(300433.SZ)現升7.2%,報32.7元人民幣。另立訊精密(002475.SZ)今早漲停。 另舜宇(02382.HK)現報84.75元,升3.9%,成交6.43億元。瑞聲(02018.HK)現報46.02元,升2.6%,成交2.74億元。比亞迪電子(00285.HK)現報42.44元,升2.27%,成交7.35億元。 消息上,網媒《The Information》上周五(19日)發文,稱在iPhone 17標準版預售表現超預期後,蘋果已要求主要代工廠之一的立訊精密,將標準版iPhone 17的日產量提高約40%,並通知部分非電子零部件供應商,將日供貨量提升約30%。 另外,高盛追蹤的Apple.com預購數據顯示,在全球範圍內,iPhone 17所有機型的交貨時間都比前代產品更長,其中標準版和Pro Max機型增加最多,交貨時間分別延長了8天。而中國內地市場表現尤為突出,交貨時間平均增加了17天,達到27天的等待期。高盛指,強勁的預購需求信號支撐該行對蘋果第四財季iPhone收入增長8%的預期。
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