高伟电子(01415)今日盘中股价大涨5.12%,引发市场广泛关注。与此同时,苹果(AAPL)概念股普遍上涨,显示出投资者对该类股票的乐观情绪。
根据市场消息,高伟电子涨价或与苹果公司的最新业绩表现有关。苹果上周五公布的2024财年第四财季业绩超出预期,营收和经调整后每股收益均录得同比增长。业内分析师认为,苹果新推出的AI功能"Apple Intelligence"有望推动其软硬件产品业务发展,预计将带动上游供应链企业如高伟电子等的订单需求。
作为苹果的长期供应商,高伟电子有望从苹果业务增长中获益。一旦苹果扩大产品线,高伟电子作为电子组件制造商的相关业务或将受到利好影响。市场对于高伟电子未来业绩的预期上调,或是股价上涨的主因。
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