11月27日，港股苹果概念股普遍上涨，其中，丘钛科技、高伟电子涨超4%，鸿腾精密涨2.6%，舜宇光 学、蓝思科技涨超1%，比亚迪电子、瑞声科技、富智康集团跟涨。 港股频道更多独家策划、专家专栏，免费查阅>>责任编辑：栎树 根据Counterpoint的数据，这一增长预计将使苹果今年超过长期竞争对手三星电子。预计2025年， iPhone出货量将增长约10%，而三星的增幅预计为4.6%。整体来看，2025年全球智能手机市场预计扩大 约3.3%，其中苹果公司预计将占据19.4%的市场份额。这将是苹果自2011年以来首次重回全球销量榜 首。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01415 | 高伟电子 | 29.960 | 4.24% | | 01478 | 丘钛科技 | 9.400 | 4.44% | | 06088 | 創業精密 | 5.160 | 2.58% | | 02382 | 舜宇光学科技 | 64.600 | 1.25% | | 06613 | 蓝思科技 | 23.940 | 1.10% | | 00285 | 比亚迪电子 | 3 ...

| 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01415 | 高伟电子 | 29.960 | 4.24% | | 01478 | 丘钛科技 | 9.400 | 4.44% | | 06088 | 倒蝶糖塑 | 5.160 | 2.58% | | 02382 | 舜宇光学科技 | 64.600 | 1.25% | | 06613 | 蓝思科技 | 23.940 | 1.10% | | 00285 | 比亚迪电子 | 33.680 | 0.60% | | 02018 | 瑞声科技 | 37.140 | 0.43% | | 02038 | 富智康集团 | 19.150 | 0.37% | 本文源自：格隆汇 格隆汇11月27日｜港股苹果概念股普遍上涨，其中，丘钛科技、高伟电子涨超4%，鸿腾精密涨2.6%， 舜宇光学、蓝思科技涨超1%，比亚迪电子、瑞声科技、富智康集团跟涨。 据Counterpoint Research最新分析，由于新款iPhone系列热销以及消费者换机热潮的推动，苹果公司有望 在十多年后再次登顶全球最大智能手机制造商。研究人员指出，新机型吸 ...

港股苹果概念股普遍上涨，其中，丘钛科技、高伟电子涨超4%，鸿腾精密涨2.6%，舜宇光学、蓝思科 技涨超1%，比亚迪电子、瑞声科技、富智康集团跟涨。 据Counterpoint Research最新分析，由于新款iPhone系列热销以及消费者换机热潮的推动，苹果公司有望 在十多年后再次登顶全球最大智能手机制造商。研究人员指出，新机型吸引了大量用户升级设备，推动 苹果在中美两大市场的销量同比实现两位数增长。 根据Counterpoint的数据，这一增长预计将使苹果今年超过长期竞争对手三星电子。预计2025年， iPhone出货量将增长约10%，而三星的增幅预计为4.6%。整体来看，2025年全球智能手机市场预计扩大 约3.3%，其中苹果公司预计将占据19.4%的市场份额。这将是苹果自2011年以来首次重回全球销量榜 首。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 01415 | 高伟电子 | 29.960 | 4.24% | | 01478 | 丘钛科技 | 9.400 | 4.44% | | 06088 | 鹤ථ等密 | 5.160 | 2.58 ...

每日港股評析 港股早晨快訊 2025 年 11 月 272012 日星期四 -01-17 市場回顧 中港股市短期展望 恒指短期支持參考 25,000 點關口：聯儲局 10 月再次鷹派減息，2026 年 減息空間少於預期。官員意見分歧，減息路徑未明。中美元首 10 月會面 取得成果，美方取消 10%芬太尼關稅，暫停一年 24%對等關稅。兩國緊 張局勢暫時緩和，核心矛盾延後解決。內地第三季經濟進一步降溫，十五 五規劃提出擴大內需及促進科技自立自強，方向符合預期。但短期政策加 碼訊號欠奉，港股企業盈利難有明顯改善。加上近期美國科技股趨向波動， AI 產業鏈估值惹關注，而港股年內至今累積升幅較大，年底獲利誘因較 大。恒指短期支持參考 25,000 點關口。 短期看好板塊 今日市場焦點 ➢ 中國 10 月工業利潤； 六福集團(0590)、力勁科技(0558)、波司登(3998)等業績； 宏觀焦點 ➢ 特朗普：習近平已同意 加快採購美國農產品； 美國延長與中國技術轉移調查相關的關稅豁免期限； 美國防部據報指阿里巴巴、百度、比亞迪等應被列入「中國軍事企業 名單」； 聯儲局褐皮書:美政府關門對消費市場產生負面影響； 企業消息 ...

11月27日消息，三大指数涨跌不一，非金属材料板块跌幅居前。截至今日开盘，沪指报3867.20点，涨0.08%；深成指报 12903.91点，跌0.03%；创指报3041.20点，跌0.11%。 消息面： 1、工信部等六部门印发《关于增强消费品供需适配性进一步促进消费的实施方案》。方案指出，到2027年，消费品供给 结构明显优化，形成3个万亿级消费领域和10个千亿级消费热点，打造一批富有文化内涵、享誉全球的高品质消费品。 2、据商务部官网，11月26日，商务部部长王文涛与欧盟委员会贸易和经济安全委员谢夫乔维奇举行视频会谈，就安世半 导体等经贸问题深入交换意见。双方一致同意，企业是解决安世半导体问题的主体，将共同敦促安世荷兰与安世中国尽快开展 建设性沟通，找到长期解决方案，尽快恢复全球半导体产供链的畅通与稳定。 13、美股三大指数连续第四个交易日集体收涨，道琼斯指数涨0.67%，标普500指数涨0.69%，纳斯达克综合指数涨0.82%。 热门中概股涨跌互现，纳斯达克中国金龙指数收跌0.03%。 5、11月26日，北京市网信办会同北京金融监管局联合部署开展为期3个月的"清朗京华·金融守护"金融领域网络乱象治理专 ...

Core Insights - Major smartphone manufacturers such as Xiaomi, OPPO, and vivo have canceled their Air model projects, opting to integrate eSIM technology into their regular models instead [1][3] - The iPhone Air has underperformed in the market since its launch, leading to significant production cuts by key suppliers like Foxconn and Luxshare [3][4] - Huawei's Mate 70 Air has shown promising sales, indicating a potential shift in consumer preference towards devices that balance thinness with performance [7][10] Group 1: Market Trends - The Air model category is facing challenges globally, with shipments falling short of expectations for both iPhone Air and Samsung Galaxy S25 edge [7] - The ultra-thin design of smartphones, particularly those under 6mm, presents structural challenges that compromise essential features like camera quality and battery life [7] Group 2: Competitive Landscape - Huawei's Mate 70 Air, priced from 4199 yuan, has achieved monthly sales of around 10,000 units, with daily sales exceeding 5,000 during the Mate 80 series launch period [7] - Analysts suggest that Huawei's Air model better meets user demands in terms of battery life, camera, and audio quality compared to Apple's offering, despite being slightly thicker [10] Group 3: Industry Dynamics - The smartphone market is undergoing continuous iteration and adjustment, with manufacturers needing to consider comprehensive product compatibility rather than relying solely on brand appeal or individual features [10]

Group 1 - Luo Yonghao demands a public apology from Huashan, stating that if not issued by a specified deadline, the public relations industry in China will remember him instead of Huashan [2] - Huawei's Mate 80 series pricing surprised industry insiders, indicating Huawei's strong market position and prompting competitors to reassess their strategies [2] Group 2 - Apple is projected to surpass Samsung in global smartphone sales by 2025, with iPhone shipments expected to reach 255 million units, a 10% increase year-on-year [5] - In October, iPhone sales in China accounted for 25% of total smartphone sales, reflecting a 37% year-on-year growth [5] Group 3 - Xiaomi has conducted its fourth stock buyback this month, purchasing 7.5 million shares at an average price of 40.14 HKD, totaling over 300 million HKD [6] - The total number of shares repurchased by Xiaomi this month has reached 31.5 million, with a total expenditure exceeding 1.2 billion HKD [6] Group 4 - Li Auto reported Q3 revenue of 27.4 billion RMB, down from 42.87 billion RMB year-on-year, and anticipates Q4 deliveries between 100,000 and 110,000 vehicles [7] - The company has initiated a recall of certain models, impacting its Q3 financial results [7] Group 5 - Apple has launched a feedback form for its AI services in mainland China, indicating a focus on local user engagement [8] Group 6 - Tesla has completed the construction of its largest Supercharger station in California, featuring 168 charging stalls and a solar power system [9] - The station operates independently from the public grid, showcasing Tesla's commitment to sustainable energy solutions [9] Group 7 - Tesla's VP denied reports of supply chain decoupling from China, emphasizing the high localization rate of components produced at its Shanghai factory [10] Group 8 - Former Zeekr CBO Guan Haitao has joined Honor's marketing department, focusing on overseas market strategies [11] - Zhao Changjiang, former head of BYD's Tengshi brand, has joined Chery's collaboration with Huawei as marketing general manager [12] Group 9 - Qualcomm has officially launched the Snapdragon 8 Gen 5 processor, designed to provide flagship-level performance for lower-priced devices [14] - The new processor features significant improvements in CPU, GPU, and AI tasks, along with reduced power consumption [14] Group 10 - Ten airlines were summoned for discussions regarding consumer rights, particularly concerning the practice of charging for seat selection, which may infringe on consumer rights [16]

This week you're going to find a lot of big sales on earbuds and headphones. The new AirPods 4, they're going for just $80. It knocks off about $50 from the price.But skip it. Seriously, skip it. Go for the AirPods Pro 2.Oh, no, Bridget. That's the old model. Yeah, I know.It's still better. You're getting the ability to use it as a hearing aid to help with hearing loss or for adjusting it to noisy environments. And it has live language translation features.>> [music] >> So, your ear is getting a translation ...

Core Viewpoint - The article discusses the significant price increases in memory modules and solid-state drives due to a surge in demand driven by artificial intelligence infrastructure development, with expectations of continued shortages and rising costs into 2026 [1][4][5]. Group 1: Price Increases and Market Impact - CyberPowerPC announced a price increase for memory modules in the US and UK, with memory prices having risen by 500% and solid-state drive prices by 100% since October 2025 [1]. - Micro Center has removed price tags from memory kits, and Framework has stopped selling standalone memory to prevent scalping, with a 64GB DDR5 memory kit now costing as much as a PS5 Pro [2]. - Major manufacturers like Dell and HP are warning of potential memory chip shortages in the coming year, with predictions of a 50% price increase for memory modules by the second quarter of next year [4][6]. Group 2: Supply Chain Challenges - The memory chip shortage is exacerbated by US sanctions limiting the technological capabilities of Chinese entrants, impacting supply chains globally [5]. - Companies like Lenovo and Xiaomi are stockpiling memory chips to mitigate rising costs, while experts predict that the shortage could affect production across various sectors, including automotive and consumer electronics [4][7]. - SK Hynix and Micron have reported that their memory chip orders for next year are already sold out, indicating a tight supply situation that may persist until 2026 [6][8]. Group 3: Strategic Responses from Companies - Companies are adjusting product configurations and considering price increases to cope with rising memory costs, which account for 15% to 18% of a typical PC's cost [6]. - Lenovo has increased its memory inventory by about 50% and plans to maintain stable prices during the holiday season, reassessing the market in the new year [8]. - Apple has reported a slight increase in memory prices but maintains strong cost control due to its position as a major customer in the supply chain [7].

Core Insights - Several technology companies, including Dell Technologies and HP, have warned of a potential shortage of memory chips next year due to a surge in demand driven by AI infrastructure development [1][3] - Market research firm Counterpoint Research predicts that memory module prices could rise by 50% by the second quarter of next year [1] - The shortage of memory chips may increase manufacturing costs across various products, from smartphones to medical devices and automobiles [1] Group 1: Company Responses - Dell Technologies is adjusting its configurations and product mix, considering options such as repricing some devices due to rising costs [2] - HP's CEO indicated that the second half of 2026 will be particularly challenging, and the company may raise prices as necessary [2] - Apple has a more optimistic outlook, with its CFO noting a slight tailwind in memory prices while emphasizing effective cost management [2] Group 2: Market Dynamics - The memory chip industry is entering what analysts refer to as a "super cycle," with manufacturers prioritizing high-bandwidth memory (HBM) production over traditional memory types [3][7] - Major players like Samsung and SK Hynix are shifting their focus to higher-margin, advanced memory products, planning to cease DDR4 production by late 2025 [6] - Morgan Stanley estimates that tech giants will invest $400 billion in AI infrastructure this year, exacerbating the supply constraints for non-HBM memory chips [6] Group 3: Price Trends - The price of RAM has surged significantly, with 4GB DDR4X chips rising from $7 to over $30 per unit, a 3-4 times increase [6] - NAND flash memory prices have also increased, with 64G eMMC chips going from $3.2 to over $8, a nearly 1.5 times rise [6] - The ongoing demand for memory chips is expected to sustain price increases for several quarters [8]