格隆汇8月7日｜隔夜美股市场苹果股价大涨5%，刺激港股市场苹果概念股集体走强。其中，高伟电子 涨超11%，瑞声科技涨超6%，舜宇涨超5%，丘钛科技涨超3%。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面上，当地时间8月6日，苹果公司宣布将对美国追加1000亿美元投资承诺，标志着其美国投资计划 将加速推进，未来四年投资总额将达6000亿美元。当日公布的新举措包括新的美国制造计划(AMP)。苹 果CEO蒂姆·库克表示，该计划涵盖与美国本土10家企业的新合作与现有合作的深化。首批AMP合作伙 伴包括康宁、相干、环球晶圆美国公司(GWA)、应用材料、德州仪器(TI)、三星、格芯、安靠和博通。 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市値 | | --- | --- | --- | --- | --- | | 01415 | 高伟电子 | 11.45% | 3 ...

隔夜美股三大指数集体收涨，苹果涨超5%，中概指数涨0.93%。港股三大指数集体高开，恒指涨 0.29%，国指涨0.24%，恒生科技指数涨0.27%。盘面上，大型科技股全线上涨，阿里巴巴涨2%，快手 涨1.38%，京东涨近1%，百度、美团、网易、腾讯均飘红，惟小米下跌3.43%；美股苹果股价大涨超 5%，港股苹果概念股闻声上涨，高伟电子涨近5%，瑞声科技、舜宇光学涨2%；AI概念股走强，赤子 城科技发盈喜大涨超9%，美图公司、心动公司、微盟集团、金山软件齐涨；钢铁股、濠赌股、建材水 泥股、高铁基建股普遍上涨。另一方面，汽车股普遍下跌，小鹏汽车跌近2%，半导体股、家电股、黄 金股部分走弱。(格隆汇) ...

Core Viewpoint - AAC Technologies (02018) has seen a stock price increase of over 6%, currently trading at HKD 43.54 with a transaction volume of HKD 266 million, following the completion of the second tranche of shares acquisition of Premium Sound Solutions (PSS) [1] Group 1: Acquisition Details - AAC Technologies has completed the acquisition of the second tranche of shares in Premium Sound Solutions, making PSS an indirect wholly-owned subsidiary [1] - The first tranche of 80% equity in PSS was completed in February of the previous year [1] - PSS is a well-established European automotive acoustics company, with its in-car speakers already dominating the market among top-tier automotive manufacturers in Europe and the US [1] Group 2: Financial Performance - According to recent research from CMB International, AAC Technologies is expected to see a year-on-year revenue growth of 24% and a net profit growth of 66% for the first half of the year [1] - The growth is driven by upgrades in acoustic and haptic product specifications from major US clients, increased orders for thermal products, acquisition of automotive acoustic clients, and improved profitability in optical business [1] Group 3: Future Outlook - Looking ahead to the second half of the year and into 2026, AAC Technologies is well-positioned to capitalize on new opportunities and trends in AI smartphones, AI glasses, automotive acoustics, optical products, and robotics, thanks to its technological advantages across multiple product lines [1]

Core Viewpoint - AAC Technologies (02018) has seen a stock price increase of over 6%, currently trading at HKD 43.54, with a transaction volume of HKD 266 million, following the completion of the second tranche of shares acquisition of Premium Sound Solutions (PSS) [1] Group 1: Company Developments - On July 31, AAC Technologies announced the completion of the second tranche of shares acquisition of PSS, which is now an indirect wholly-owned subsidiary of AAC Technologies [1] - Last year, AAC Technologies completed the first tranche acquisition of 80% of PSS [1] - PSS is a well-established European automotive acoustics company, whose in-car speakers have already captured the market of leading automotive manufacturers in Europe and the US [1] Group 2: Financial Performance - According to a recent report by CMB International, AAC Technologies is expected to see a year-on-year revenue growth of 24% and a net profit growth of 66% for the first half of the year [1] - The growth is driven by upgrades in acoustic and haptic product specifications from major US clients, increased orders for thermal products, acquisition of automotive acoustic clients, and improved profitability in optical business [1] Group 3: Future Outlook - Looking ahead to the second half of the year and into 2026, the company is well-positioned to capitalize on new opportunities and upgrade trends in AI smartphones, AI glasses, automotive acoustics, optical products, and robotics, thanks to its technological advantages across multiple product lines [1]

近日多家媒体和分析机构纷纷发文指出，苹果公司即将在2025年9月推出的iPhone 17系列将出现显著涨 价，其中iPhone 17 Pro起售价已突破1000美元，成为关注焦点。(格隆汇) 港股苹果概念股部分走强，其中，比亚迪电子涨超9%，瑞声科技涨超4%，舜宇光学涨超1%，通达集团 涨约1%。 | 代码 | 名称 | 最新价 涨跌幅 ▼ | | | --- | --- | --- | --- | | 00285 | 比亚迪电子 | 38.640 | 9.09% | | 02018 | 瑞声科技 | 43.120 4.15% | | | 02382 | 舜宇光学科技 | 75.450 1.07% | | | 00698 | 通达集团 | 0.113 | 0.89% | 消息上，德国手机供应商的内部消息显示，苹果今年的iPhone17系列发布会似乎定在9月9日(北京时间9 月10日凌晨)。此前，彭博社记者马克・古尔曼曾预测苹果将在9月8日当周发布iPhone17，并指出9月9 日或10日是最有可能的日期。德国运营商的这一消息与古尔曼的预测相符。 ...

Core Viewpoint - 招银国际 raised the target price for 瑞声科技 from HKD 58.78 to HKD 63.54, maintaining a "Buy" rating, reflecting strong growth in optical and precision components business [1] Group 1: Financial Performance - 瑞声科技's revenue and net profit are expected to grow by 24% and 66% year-on-year for the first half of the year, driven by upgrades in acoustic and haptic products for major US clients, increased orders for thermal products, and improved profitability in optical business [1] - Earnings per share forecasts for 2025 to 2027 have been raised by 8% to 12% due to better-than-expected growth in optical and precision structure components [1] Group 2: Market Opportunities - 瑞声科技 is well-positioned to capitalize on new opportunities in AI smartphones, AI glasses, automotive acoustics, optical products, and robotics, leveraging its technological advantages across multiple product lines [1] - The global and Chinese smart glasses markets are expected to grow by 43% and 121% year-on-year, respectively, with 瑞声科技 benefiting from this trend as more tech companies enter the AI glasses market [2] Group 3: Product Development - In the AI glasses sector, 瑞声科技 has achieved system-level design integration of sound, light, and touch, successfully shipping products to notable domestic clients [2] - The company is transitioning to a system-level perception solution provider in the robotics field, showcasing a range of micro-motor products at CES 2025, which are applied in robotic dexterous hands [2] - In the smart automotive sector, 瑞声科技 is enhancing its physical AI ecosystem through acquisitions, with products being widely used in both traditional and new automotive brands [2]

Core Viewpoint - 招银国际 raised the target price for 瑞声科技 from HKD 58.78 to HKD 63.54, maintaining a "Buy" rating, reflecting strong growth in optical and precision components business [1] Group 1: Financial Performance - 瑞声科技's revenue and net profit are expected to grow by 24% and 66% year-on-year for the first half of the year, driven by upgrades in acoustic and haptic products, increased orders for thermal products, and improved profitability in optical business [1] - The earnings per share forecast for 瑞声科技 for 2025 to 2027 has been increased by 8% to 12% [1] Group 2: Market Opportunities - 瑞声科技 is well-positioned to capitalize on new opportunities in AI smartphones, AI glasses, automotive acoustics, optical products, and robotics due to its technological advantages across multiple product lines [1] - The global and Chinese smart glasses markets are expected to grow by 43% and 121% year-on-year, respectively, with 瑞声科技 benefiting from this demand surge [2] Group 3: Product Development - In the AI glasses sector, 瑞声科技 has achieved a collaborative design of sound, light, and touch, successfully shipping products to notable domestic clients [2] - 瑞声科技 showcased its micro-motor product matrix at CES 2025, which includes high-performance rotary motors and innovative composite drive modules, applicable in robotic dexterous hands [2] - The automotive acoustic sector is evolving, with 瑞声科技 enhancing its physical AI ecosystem through acquisitions, expanding its product applications across traditional and new automotive brands [2]

消息面上，苹果近日发布2025财年第三财季财报。期内总营收达940.4亿美元，同比增长10%，创下自 2021年12月以来最强劲的季度营收增长；净利润为234.34亿美元，同比增长9%，摊薄每股收益1.57美 元，同比增长12%。值得注意的是，第三季度中，苹果的大中华区营收为153.69亿美元，同比增长4%， 中国市场有所回暖。 此外，美国总统特朗普近日发文称，自8月1日起，美国将对来自印度的商品征收25%的关税，外加一项 未披露额度的罚款。关税政策或直接波及到苹果的印度制造策略。Canalys的数据显示，二季度向美国 发货的2710万台智能手机中，印度组装的手机占了44%，而去年同期这一比例为13%。库克曾表示，预 计最快到2026财年，面向美国市场销售的iPhone生产线全部转移至印度。 苹果概念股尾盘涨幅扩大，截至发稿，比亚迪电子(00285)涨8.03%，报35.52港元；鸿腾精密(06088)涨 5.84%，报2.72港元；瑞声科技(02018)涨2.47%，报41.42港元；舜宇光学(02382)涨1.09%，报74.35港 元。 本文源自：智通财经网 ...

（文章来源：每日经济新闻） 每经AI快讯，8月5日，港股苹果概念股走高，比亚迪电子(00285.HK)涨超8%，伟仕佳杰(00856.HK)涨 5.8%，瑞声科技(02018.HK)涨2.6%，富智康(02038.HK)涨1.6%。 ...

Core Viewpoint - AAC Technologies (02018) has seen a stock increase of over 3%, currently trading at 41.25 HKD with a transaction volume of 83.97 million HKD, following the announcement of a proposed acquisition of Acoustics Solutions International B.V. [1] Group 1: Acquisition Details - The second tranche of the acquisition is set to be completed by July 31, 2025, with a total purchase price of 128.6 million USD, including interest [1] - Upon completion of the second tranche, the target company will become a wholly-owned subsidiary of AAC Technologies [1] Group 2: Business Performance - Following the acquisition of Premium Sound Solutions (PSS) last year, AAC Technologies' automotive acoustics business has rapidly developed, generating revenue of 3.52 billion CNY with a gross margin of 24.8% [1] - PSS's automotive speakers have captured significant market share among leading automotive brands in Europe and the US, and AAC Technologies has successfully supplied to domestic new energy vehicle companies such as Li Auto, Xiaomi, Geely, and XPeng [1] - PSS has a 15%-20% global market share in automotive acoustics, with a higher share in the mid-to-high-end market segment [2]