智通财经APP获悉，苹果概念股早盘走高，截至发稿，舜宇光学科技(02382)涨6.06%，报60.35港元；瑞声科技(02018)涨4.57%，报33.25港元；丘钛科技(01478)涨4.4%，报5.7港元；高伟电子(01415)涨1.46%，报22.35港元。
消息面上，据报道，知情人士透露，苹果公司正在研发一款对话能力更强的Siri数字助理，旨在赶超OpenAI的ChatGPT及其他语音服务。这款尚未对外公布细节的Siri新版本采用更先进的大型语言模型（LLM）来实现双向对话。他们表示，该系统还能更迅速地处理更复杂的请求。这款新的语音助手最终将被添加到Apple Intelligence中，研发人员称之为“LLM Siri”。苹果目前计划最早在2026年春季向消费者发布新版Siri。
华鑫证券认为，随着Apple Intelligence的进一步推进，AI技术的深度整合预计将带动公司在未来消费电子市场的长期增长。另外，天风证券称，华为旗舰Mate70系列于11月发布，看好产品创新强势拉动四季度智能手机市场和相关供应链。
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