大行评级｜招银国际：预期明年苹果将迎来“创新大年”，偏好苹果供应链

格隆汇2025-12-29

格隆汇12月29日｜招银国际研究部副主管及科技行业分析师伍力恒表示，尽管受记忆体涨价及内地补贴红利退坡影响，明年全球智能手机出货量预测按年下降5%，至11.8亿部，但苹果将迎来“创新大年”，包括发布备受期待的首部折叠屏手机，有助进一步巩固领先地位，故偏好苹果供应链。该行看好立讯精密、鸿腾精密、比亚迪电子、舜宇光学、瑞声科技等供应商，料将受惠AI手机、AI眼镜及AI服务器的加速渗透，当中立讯精密、...

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