金吾财讯 | 苹果概念股集体走高，截至发稿，瑞声科技(02018)涨3.84%，丘钛科技(01478)涨3.63%，比亚迪电子(00285)涨2.13%，高伟电子(01415)涨1.58%，舜宇光学科技(02382)涨1%。消息面上，招银国际发研报指，尽管美国对中国加征关税短期内将带来一些不确定性，但根据以往特朗普1.0对中国加征关税的经验以及产业链全球布局加快，该行认为对苹果产业链影响有限，目前对iPhone更换周期依然持乐观态度，由于AppleIntelligence在上半年更多市场推出（如欧盟、中国）及中国手机补贴政策推出，该行预计新AI功能和即将推出的5款新iPhone机型将有望拉动2025年iPhone出货量。
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