突传重磅！刚刚，集体拉升！

券商中国2025-08-20

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　苹果产业链来了！　　今日早盘，市场低开之后，苹果产业链集体拉升。安洁科技、朝阳科技直线封板，多只个股表现强劲，工业富联昨天更是封板。果链概念板块远远跑赢大盘和创业板，早盘一度劲升1.39%。　　消息面上，有报道称，苹果iPhone 17已进入大规模量产阶段。富士康作为苹果iPhone的主要代工生产商，其郑州厂区正开展...

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　　苹果产业链来了！\n　　今日早盘，市场低开之后，苹果产业链集体拉升。安洁科技、朝阳科技直线封板，多只个股表现强劲，工业富联昨天更是封板。果链概念板块远远跑赢大盘和创业板，早盘一度劲升1.39%。\n　　消息面上，有报道称，苹果iPhone 17已进入大规模量产阶段。富士康作为苹果iPhone的主要代工生产商，其郑州厂区正开展...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zqgd/2025-08-20/doc-infmrakf1812594.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1496350171.SGD","symbol_name":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/zqgd/2025-08-20/doc-infmrakf1812594.shtml","article_id":"2560123315","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560123315","pubTimestamp":1755660780,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　今日早盘，市场低开之后，苹果产业链集体拉升。果链概念板块远远跑赢大盘和创业板，早盘一度劲升1.39%。　　消息面上，有报道称，苹果iPhone 17已进入大规模量产阶段。富士康作为苹果iPhone的主要代工生产商，其郑州厂区正开展旺季招工。招商证券研报称，iPhone 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Just now, the collective pull up!","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"AMP":1,"MACW.SI":0.6},"content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　苹果产业链来了！\n　　今日早盘，市场低开之后，苹果产业链集体拉升。安洁科技、朝阳科技直线封板，多只个股表现强劲，工业富联昨天更是封板。果链概念板块远远跑赢大盘和创业板，早盘一度劲升1.39%。\n　　消息面上，有报道称，苹果iPhone 17已进入大规模量产阶段。富士康作为苹果iPhone的主要代工生产商，其郑州厂区正开展旺季招工。与此同时，苹果公司正通过五家工厂扩大在印度的iPhone生产规模为美国市场供应新款机型，其中包括两家新投产的工厂。\n　　那么，iPhone 17究竟会给产业链带来多大影响？知名苹果供应链分析师郭明𫓹曾透露，iPhone 17 Air、iPhone 17 Pro以及iPhone 17 Pro Max都将配备12GB的运行内存。招商证券研报称，iPhone 17大改版本结合更完备的AI功能有望进一步助推销售。\n　　苹果重磅\n　　知情人士透露，在下一代机型发布前，苹果已开始在印度生产iPhone 17全系四款机型，这也是首次从发布初期就将包括Pro级机型在内所有新款机型，从印度出货。与此同时，据中国证券报报道，苹果iPhone 17已进入大规模量产阶段。富士康作为苹果iPhone的主要代工生产商，其郑州厂区正开展旺季招工。\n　　iPhone 17发布在即，各种爆料也很多。\n　　据微博博主爆料，苹果已通知供应商停止订购相机控制按键组件，这意味着iPhone 17系列或将成为最后搭载该设计的机型。在iPhone 16系列中，该按键位于电源键下方，可快速启动相机并操控多项拍摄功能。消息称，苹果通过调研发现用户使用该按键频率较低，且功能仍需完善。取消该设计不仅能优化用户体验，还可适当降低成本。\n　　另外，权威爆料者Majin Bu曝光了iPhone 17 Pro工程机的SIM卡槽，确认苹果依然在内部保留了实体SIM卡结构，以保证部分不支援eSIM的国家和地区正常上市。\n　　苹果自从iPhone 14系列，就开始在美国市场全系取消SIM卡槽，全面转向eSIM。苹果在2022发布iPhone 14系列时候表示，eSIM相比实体SIM更安全，因为iPhone就算失窃也无法物理移除SIM卡，相当于是无法断网，只要开机就会上传位置。\n　　香港01报道称，今年iPhone 17系列与往年最大的不同，就在于苹果将用一款超薄的iPhone 17 Air替换了Plus型号。从目前曝光来看，iPhone 17 Air仅有5.5mm厚度，重量145g左右，屏幕尺寸6.6英寸。\n　　不过，上述爆料均未获得苹果官方证实。\n　　果链爆发\n　　今日早盘，果链表现明显强于大盘。\n\n　　个股亦是集体飙升。科森科技、朝阳科技、安洁科技、三安光电封板，蓝思科技、共达电声表现强劲。香港市场舜宇光学大涨超6%。\n\n　　从行业层面来看，2025年第二季度全球智能手机市场呈现营收与出货量增长不同步的态势，营收首次突破1000亿美元，同比增长10%，而出货量仅增长3%。全球智能手机平均售价（ASP）同比上涨7%，接近350美元，主要得益于高端机型销售占比提升。苹果在该季度表现突出，营收同比增长13%，占据全球智能手机市场营收的43%。\n　　从苹果自身来看，美东时间8月6日，苹果公司宣布，将向美国新增1000亿美元投资承诺，并发布全新美国制造计划（AMP），苹果股价大涨5.09%，创下自5月12日以来的最大单日涨幅。苹果业绩大超预期，服务业务持续发力，国补促进中国市场回暖。苹果公司2025财年第三财季，收入达940亿美元同比增10%，iPhone、Mac和服务业务营收双位数增长，实现自2021年12月以来最强劲的季度营收增长。\n　　从产业链的机会来看，国金证券研报表示，iPhone 17有望在SoC芯片AI能力提升、散热、FPC软板、电池及后盖等方面迎来升级及价值量提升。不过，当下市场亦会开始预期iPhone 18以及人工智能对于苹果的加持。另外，国信证券认为，苹果首款折叠屏有望于2026年推出，转轴、UTG玻璃等增量环节值得关注。\n\n新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：凌辰","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2560123315","isCrawlerRequest":true}