智通财经APP获悉，苹果概念股普涨，截至发稿，比亚迪电子(00285)涨6.45%，报33港元；丘钛科技(01478)涨3.79%，报5.48港元；舜宇光学科技(02382)涨2.82%，报56.55港元；瑞声科技(02018)涨2.39%，报32.1港元；高伟电子(01415)涨1.91%，报23.95港元。
消息面上，天风国际证券分析师郭明𫓹发布iPhone 16出货更新称，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。另外，市场调研机构TechInsights报告指出，在上市窗口期第三周的如今，苹果iPhone 16 Pro机型继续保持着强劲需求。
天风证券此前研报指出，iPhone 16新机首发等待时间缩短，该行认为部分受去年同期供给侧扰动影响，短期无需对需求过度悲观，我们认为今年新机销量和去年接近持平，整体产品结构中高端机型受欢迎程度更高，持续看好苹果三年创新周期开启对于苹果供应商业绩提振。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.