金吾财讯 | 苹果概念普遍拉升，荣阳实业(02078)涨13.64%，比亚迪电子(00285)涨6.29%，通达集团(00698)涨4.9%，丘钛科技(01478)、瑞声科技(02018)、舜宇光学科技(02382)涨逾2%。天风证券分析师郭明𫓹发文指出，iPhone 16系列组装订单几乎没有变动，供应商被要求在十一长假期间不休假继续生产两款Pro系列，意味着两款Pro机型的需求至今大致符合预期；部分零组件有略砍11月中旬后的订单 (主要是16标准版与16 Plus)，但幅度小于3-5%，基本上可忽略。下一个观察重点是Apple Intelligence在10月下旬上线后，对美国市场需求/出货的影响。
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