金吾财讯 | 苹果概念股全线走高，瑞声科技(02018)涨5.28%，丘钛科技(01478)涨3.32%，比亚迪电子(00285)涨2.62%，富智康集团(02038)涨2.6%，高伟电子(01415)涨1.85%，通达集团(00698)涨1.45%。Techlnsights 预计，苹果iPhone16系列的出货量将超过其前代产品，2024年全球出货量预计将达到7300万台。iPhone16 ProMax预计将成为iPhone16系列销量最高的机型，占总销量的35%。华安证券表示，iPhone新品均已具备支持Apple lntelligence的硬件能力，预计后续会开始陆续实装，期待Al给手机行业带来焕然一新的变化。站在当前时点该行认为苹果链关注点一方面在新机的销售情况，另外则更应该侧重于2025年iPhone17 系列的NPI情况，期待硬件端的进一步革新。此外该行预计安卓系厂商10月份开始会陆续举行旗舰机发布会，如同几年前各家厂商在光学赛道的创新迭出，可以期待安卓系在A1功能上开启新一轮竞赛，进而拉动国内供应链的增长。
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