智通财经APP获悉，高伟电子(01415)再涨超7%，盘中高见28.75港元续创上市新高。截至发稿，涨6.37%，报28.7港元，成交额7855.44万港元。
消息面上，苹果公司探索进军智能眼镜市场，其内部正研究市场上的相关产品。据知情人士透露，苹果上周进行代号为Atlas的倡议，涉及收集苹果员工对于智能眼镜的反馈意见。相关研究由苹果产品系统质量（APSQ）团队牵头。中邮证券指出，随着AI技术的成熟，苹果产品创新大年开启，果链设备环节有望迎来重要发展机遇。
招商证券指出，iPhone新机后摄模组导入顺利，良率爬坡进度超预期，看好下半年业绩成长弹性。另外，公司中长线受益于苹果三年向上周期、光学创新及自身份额持续提升，激光雷达、VR/AR亦是未来成长动力。考虑到公司下半年后摄业务的良率爬坡及份额提升进度有望超预期，未来2-3年在苹果后摄模组领域具备较强的业绩增长弹性。
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