异动解读｜瑞声科技盘中上涨5.12%，苹果官宣9月9日发布首款折叠屏iPhone催化产业链

行情直击08-31

8月31日，瑞声科技盘中上涨5.12%，报43.1港元，成交额1.0亿港元。

消息面上，苹果已正式宣布将于9月9日举办秋季发布会，市场普遍预计将推出公司史上首款折叠屏手机iPhone Ultra，机构预测其首年出货量将超1000万部。苹果入局被视为折叠屏品类渗透率拐点，折叠屏单机BOM成本及部件价值量显著高于直板机，瑞声科技作为苹果核心声学、光学及精密结构件供应商直接受益。此外，近期多家大行密集上调公司目标价，里昂上调至54.4港元、中金上调至50港元、美银上调至52港元，均看好公司散热及AI新业务放量前景。公司管理层亦指引全年营收实现双位数增长，AI相关新业务规模有望于明年超80亿元。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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