金吾财讯 | 苹果概念部分扬升，舜宇光学科技(02382)涨3.82%，比亚迪电子(00285)涨3.41%，丘钛科技(01478)涨0.75%。Counterpoint Research 发布 2024年全球手机畅销排行榜，iPhone15 基础款成为 24 年全球最畅销手机，苹果和三星的机型继续主导榜单前十。华安证券报告指出，根据台湾经济日报的报道，苹果计划于2026年秋季推出首款折叠iPhone，并在2027年推出折叠iPad和MacBook，进一步拓展折叠装置市场。苹果折叠形态的发布叠加苹果 Al 能力的加持或将进一步带动苹果产业链折叠屏个股的产品创新和产业投资机会。
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