港股异动 | 高伟电子(01415)早盘涨超6% 机构指存储涨价背景下苹果产业链将更具韧性

智通财经04-22

智通财经APP获悉，高伟电子(01415)早盘涨超6%，截至发稿，涨5.92%，报29.32港元，成交额7486.27万港元。消息面上，据媒体报道，苹果同意以原价两倍的价格向三星电子采购DRAM芯片。报告指出，苹果已将今年iPhone出货目标上调至2.4亿台，并通过激进采购策略锁定内存产能。分析人士指出，苹果不计成本地收购市面上的内存，以进一步加剧其竞争对手的内存短缺问题，从而抢占更大的市场份额。...

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Institutions indicated that Apple's industrial chain will be more resilient under the background of storage price increase","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f4c26726dafc6e80ff1847b532daed0b","symbols_score_info":{"NVDA":0.6,"MSFT":0.6,"AAPU":0.6,"AAPY":0.6,"TSLA":0.6,"MACW.SI":0.6,"META":0.6,"AMZN":0.6,"GOOG":0.6,"AAPD":0.6,"APLY":0.6,"AAPW":0.6,"AAPX":0.6,"01415":1.94,"AAPB":0.6},"content_text":"智通财经APP获悉，高伟电子(01415)早盘涨超6%，截至发稿，涨5.92%，报29.32港元，成交额7486.27万港元。消息面上，据媒体报道，苹果同意以原价两倍的价格向三星电子采购DRAM芯片。报告指出，苹果已将今年iPhone出货目标上调至2.4亿台，并通过激进采购策略锁定内存产能。分析人士指出，苹果不计成本地收购市面上的内存，以进一步加剧其竞争对手的内存短缺问题，从而抢占更大的市场份额。招商证券认为，在本轮存储成本上涨背景下，凭借苹果优异的供应链管控及更具弹性的定价策略，其相关环节将更具韧性。高伟作为苹果光学摄像头核心供应商，后摄业务进入持续放量周期，未来几年苹果手机、可穿戴光学升级与份额提升将驱动公司未来新一轮高成长，同时积极布局 MicroLED、机器人等新业务，成长空间可观。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2629098357","isCrawlerRequest":true}