金吾财讯 | 苹果概念走势强劲，瑞声科技(02018)涨7.1%，比亚迪电子(00285)涨6.62%，伟仕佳杰(00856)涨6.02%，富智康集团(02038)涨3.49%，高伟电子(01415)涨3.01%，舜宇光学科技(02382)涨2.59%。摩根大通发布报告指出，苹果公司(AAPL)计划携手阿里巴巴(09988)，助力其在中国市场推出 Apple Intelligence 功能。同时，该行提醒，三星正与百度(09888)合作，在中国推进 AI 功能落地，且与 Google 在其他地区开展 AI 相关合作。据该行分析，在 Apple Intelligence 功能正式于中国推出前，苹果大概率不会公开确认与阿里巴巴的这一合作关系。然而，有关合作的报道，以及已提交审核模型的进展情况，对苹果而言无疑是积极信号。这意味着苹果有望在 iPhone 17 发布之际或之前，于中国市场同步推出 AI 功能。该行进一步表示，iPhone 16 的销售得益于中国短期内的智能手机补贴政策，随后将步入更大规模的升级周期。加之 iPhone 17 发布前后有望推出 AI 功能，摩根大通预计投资者对 iPhone 的换机信心将显著增强，推动苹果股价走出低谷，实现上扬。该行看来，短期内，中国市场开启人工智能引领的升级周期，将成为推动苹果股价上涨的关键因素，其市盈率估值也有望随之提升。
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