消息面上，今日午后，中美日内瓦经贸会谈联合声明发布，双方承诺将于2025年5月14日前采取修改加 征的从价关税等系列举措。 券商板块拉升 券商板块盘中强势拉升，截至收盘，锦龙股份涨8.5%，盘中一度涨停；华鑫股份、东方财富、中国银 河等涨超4%，中信证券涨近3%。 | 代码 | 名称 | . | 涨幅% | 现价 | 张跌 | 头价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 000712 锦龙股份 | | R | 8.53 | 12.60 | 0.99 | 12.59 | 12.60 | 685177 | | 600621 | 华鑫股份 | R | 4.97 | 14.16 | 0.67 | 14.16 | 14.17 | 385028 | | 300059 | 东方财富 | R | 4.27 | 21.72 | 0.89 | 21.72 | | 524.9万 | | 601881 | 中国银河 | R | 4.23 | 16.50 | 0.67 | 16.50 | | 16.51 120.4万 | | 0026 ...

Group 1 - The core viewpoint of the article highlights a significant increase in the stock prices of several companies related to Apple, indicating a positive market reaction [1] Group 2 - Gawe Electronics (01415.HK) saw a nearly 18% increase in its stock price [1] - BYD Electronics (00285.HK) experienced a 15% rise [1] - Sunny Optical Technology (02382.HK) also rose by 15% [1] - AAC Technologies (02018.HK) had a stock price increase of 14% [1]

Group 1 - The Hang Seng Technology Index increased by over 5%, while the Hang Seng Index rose by more than 3% [1] - Sunny Optical Technology surged approximately 17%, and AAC Technologies experienced a rise of around 16% [1]

Group 1 - The Hong Kong stock market saw a significant rise in Apple-related stocks, with Sunny Optical Technology (02382.HK) increasing by over 16% [1] - GoerTek (01415.HK) experienced an 18% rise, indicating strong investor interest [1] - AAC Technologies (02018.HK) rose by more than 15%, reflecting positive market sentiment [1] - Q Tech (01478.HK) saw an increase of over 13%, contributing to the overall trend in Apple-related stocks [1]

港股苹果概念股 拉升， 舜宇光学科技涨超16%， 高伟电子涨18%， 瑞声科技涨超15%， 丘钛科技涨超 13%。 ...

5月12日，港股市场的苹果概念股迎来普涨行情。 截至发稿前，舜宇光学科技（02382.HK）大涨11.02%，瑞声科技（02018.HK）涨10.48%，丘钛科技 （01478.HK）涨8.81%，高伟电子（01415.HK）涨7.97%，比亚迪电子（00285.HK）涨6.3%。 从催化因素看，今日果链概念股集体躁动，主要受一则重磅消息影响。 此外，苹果还被曝出将调整产品策略。其将从过往的一年发布一次手机，到一年发布两次，上半年发布 基础款，下半年则推出更高端的Pro、折叠屏等系列。 分析师郭明錤指出，苹果改变iPhone发布策略主要是为了应对中国市场的激烈竞争。通过一年两次的更 新，苹果可以缩小营销空窗期。 更为重要的是，近几年，受华为、小米、OPPO等本土品牌的冲击，苹果在中国市场节节败退，市场份 额正在逐步流失。 根据IDC公布的数据，2025年Q1苹果在中国市场的智能手机出货量同比下滑了9%，成为前五大品牌中 唯一录得负增长的厂商；市场份额从上一季度的17.4%降至13.7%，已连续第七个季度下滑。 苹果2025财年第二财季（截至今年3月底）报告也显示，苹果在大中华区的收入同比下滑2.3%，已连续 ...

海通升舜宇光学评级至"跑赢大市" 目标价上调至72.1港元 金十数据5月12日讯，海通国际将舜宇光学科技(02382.HK)评级升至"跑赢大市"，目标价上调至72.1港 元，并将其2025年及2026年盈利预测，分别上调至33.4亿元人民币和41.1亿元人民币。该行表示，竞争 压力减缓和产品组合改善，正推动舜宇平均售价和毛利率提升。除了核心智能手机光学业务外，随着全 球高级驾驶辅助系统(ADAS)/自动驾驶(AD)采用加速，舜宇在AR/XR镜头和汽车摄像系统的领导地位为 其提供显著上行潜力。 ...

Group 1 - The Hang Seng Index closed up 0.93%, while the Hang Seng Tech Index rose by 1.91% [1] - Apple-related stocks led the gains, with Sunny Optical Technology rising over 10% and AAC Technologies increasing by more than 9% [1] - The innovative drug sector experienced declines, with Genscript Biotech falling over 8% and BeiGene dropping more than 7% [1]

Group 1 - The Hong Kong stock market opened higher on May 12, with major indices rising, particularly the Hong Kong Stock Connect Automotive ETF (159323) and the Hang Seng Technology Index ETF (513180) [1] - The Hong Kong Stock Connect Automotive ETF (159323) saw a peak increase of nearly 3.5%, with significant gains in holdings such as Sunny Optical Technology, Xpeng Motors, Tuhu, Minth Group, Jingcheng Machinery Electric, Denso, and Li Auto, with Sunny Optical Technology rising over 10% [1] - According to the China Passenger Car Association, retail sales of passenger cars in April reached 1.755 million units, a year-on-year increase of 14.5%, but a month-on-month decrease of 9.4%. Cumulatively, retail sales for the year reached 6.872 million units, up 7.9% year-on-year [1] Group 2 - The Hong Kong Stock Connect Automotive ETF (159323) focuses heavily on the Hong Kong automotive sector, with a leading proportion of passenger vehicles among similar indices, and includes emerging car manufacturers such as Xpeng Motors, BYD, Li Auto, Geely, Leap Motor, and Great Wall Motors, which together account for nearly 70% of the total weight [2] - The ETF also covers the automotive parts sector, which is expected to benefit significantly from the robotics technology wave [2] Group 3 - Everbright Securities expressed optimism about the domestic automotive sales outlook for 2025, driven by vehicle trade-in programs, and emphasized the importance of monitoring order volumes and end-user discounts [1] - The report highlighted the synergy between intelligent driving and robotics, suggesting that the theme of smart technology may continue to gain traction, particularly for automakers with strong self-developed intelligent driving algorithms and those involved in the robotics supply chain [1]

无需港股通，A股账户就能T+0买港股>> 港股苹果概念股拉升，舜宇光学科技涨超10%，瑞声科技、丘钛科技涨超8%，高伟电子涨超6%、比亚 迪（002594）电子涨超5%。 ...