智通财经APP获悉，高伟电子(01415)现涨超4%，截至发稿，涨4.26%，报26.95港元，成交额3718.58万港元。
消息面上，据报道，苹果公司已立项AR眼镜，内部代号“Atlas”，由产品系统质量团队领导，已在公司内部启动收集苹果员工对智能眼镜的反馈工作，并计划在不久的将来做出更多的焦点小组讨论，为苹果进军智能眼镜市场做准备。国内已有供应链反馈，开始研究如何进入苹果“Atlas”计划的供应链。
富瑞此前发表报告称，预计高伟电子将进一步扩大其在iPhone非主摄镜头的份额，并于2026至2027年渗透主摄镜头，逐步于2028至2030年达到整体后置摄镜头30至35%的占有率。苹果可能会推出更多具有人工智能功能的创新IoT产品，因此可能会提高对摄镜头的需求。招商证券日前指出，高伟电子今年下半年首次切入iPhone新机后摄部分料号；预计公司后摄新料号的良率爬坡顺利，份额提升有望超预期。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.