智通财经APP获悉，苹果概念股持续走高，截至发稿，比亚迪电子(00285)涨9.7%，报37.9港元；高伟电子(01415)涨6.36%，报26.75港元；丘钛科技(01478)涨5.87%，报6.31港元；瑞声科技(02018)涨4.86%，报36.75港元；舜宇光学科技(02382)涨3.18%，报64.95港元。
消息面上，近日，据市场媒体报道，苹果已经从台积电订购了M5芯片。报道称，M5系列芯片预计将采用增强型ARM架构，同时出于成本考虑，苹果将使用台积电3nm工艺技术生产M5系列芯片。虽然仍然采用3nm工艺技术，不过M5的性能对比M4 ，仍然有显著提升。因为M5系列芯片将采用台积电的集成芯片系统 (SoIC) 技术。SoIC技术可以将芯片堆叠成三维的结构，从而实现更好的热管理以及减少漏电。而第一批配备M5的设备，可能会在明年底或2026年初推出。
此外，报道还指出，苹果还计划在其AI服务器基础设施中部署M5芯片，以增强跨消费设备和云服务的AI功能。国金证券研报指出，苹果旗下iPhone SE 4有望明年3月发布，苹果产业链核心受益公司明年一季度业绩有望高增长，英伟达GB200服务器产业链PCB相关厂商已接到大单，正在大力量产，业绩有望在四季度及明年一季度迎来高增长。AI端侧应用正在加速，有望给智能眼镜、TWS耳机、可穿戴及手机/PC等硬件产品带来创新和新的机遇。
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