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7.26%，报22.9港元；舜宇光学科技(02382)涨4.37%，报51.3港元；丘钛科技(01478)涨3.21%，报5.15港元；瑞声科技(02018)涨1.23%，报33.05港元。
消息面上，苹果公司推出人工智能Apple Intelligence的第一阶段功能，并发布配置M4芯片的新款iMac台式机。该公司周一公告称，新款iMac的起售价与之前的型号同为1299美元，处理速度更快，并且配备了用于处理人工智能任务的增强型神经网络引擎。这款产品将于11月8日上市。
值得一提的是，智谱近日展示了其最新技术进展——AI工具“AutoGLM”的使用手机能力，只需接收文字/语音指令，它就可以模拟人类操作手机。华福证券指出，消费电子正处AI带动行业创新周期来临和巨头新品催化不断的拐点。该行认为，AI将率先落地手机等成熟消费电子产品，带动量价齐升。
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