港股异动 | 苹果概念股表现低迷舜宇光学(02382)跌3% 郭明𫓹料iPhone16订单量并无太大变化

智通财经07-19 15:30

智通财经APP获悉，苹果概念股表现低迷，截至发稿，舜宇光学(02382)跌3.12%，报48.1港元；通达集团(00698)跌2.35%，报0.083港元；比亚迪电子(00285)跌2.03%，报33.75港元；丘钛科技(01478)跌1.62%，报4.87港元。

消息面上，知名分析师郭明𫓹最新发文表示，尽管在苹果全球开发者大会之后不时有iPhone 16订单增加的传言，但最近两家苹果主要供应商 (台积电和大立光电) 的财报电话会议暗示，iPhone 16的订单可能没有增加。台积电表示，我们没有看到销量突然增长，而大力光电表示，今年高端机型的订单和去年差不多。

郭明𫓹表示，部分供应商看到iPhone 16在2024年下半年的订单有所增加，但从EMS/组装的角度来看，iPhone 16在的订单数量没有太大变化 (约8700万台)，仍然略低于去年下半年的iPhone 15订单数量 (约9100万台)。至于某些供应商的iPhone 16订单增加，可能与个别行业或零部件内部的特定原因有关。

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