智通财经APP获悉，苹果概念股继续走高，截至发稿，高伟电子(01415)涨4.54%，报24.2港元；舜宇光学科技(02382)涨3.67%，报52.3港元；丘钛科技(01478)涨3.19%，报5.18港元；瑞声科技(02018)涨2.68%，报32.55港元。
消息面上，周三，苹果再次拓展了其Mac系列产品，发布了最新款MacBook Pro笔记本电脑及高端M4 Max芯片。此前，苹果发布了全新Mac mini台式机和M4 Pro芯片，推出人工智能Apple Intelligence的第一阶段功能，并发布配置M4芯片的新款iMac台式机。
华泰证券研报表示，北京时间11月1日凌晨5点，苹果将披露FY4Q24（24年7-9月）业绩。该季苹果推出多款新品，包括iPhone 16系列、Apple Watch Series 10、AirPods 4等。该行认为，AI Phone产业变化刚刚起步，或将逐步带来人机交互变化。展望4Q24及2025年，建议关注NPI P2阶段进展、AI功能渐次落地后的市场反馈以及2025年出货量级预期调整。
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