港股异动 | 高伟电子(01415)跌超5% 市场担忧内存涨价潮冲击消费电子需求

智通财经01-29

智通财经APP获悉，高伟电子(01415)跌超5%，截至发稿，跌5.27%，报29.5港元，成交额1.17亿港元。消息面上，1月28日，天风国际证券分析师郭明𫓹发文称，苹果目前对iPhone 18系列的定价策略是“尽可能不涨价”，至少起始价不动，有利于营销宣传。他还透露，iPhone的内存报价现在是按季谈，而非半年，所以iPhone的内存报价在2026年第二季度还会再涨一次。目前看二季度的环比涨价...

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