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港股异动丨苹果概念股拉升 鸿腾精密涨超16% 瑞声涨近3% 据称iPhone 17标准版紧急增产
Ge Long Hui·2025-09-22 01:48

Group 1 - The core viewpoint of the article highlights a significant surge in Hong Kong-listed Apple concept stocks, driven by strong pre-order performance of the iPhone 17, leading to increased production demands from Apple [1] - Major Apple supplier Luxshare Precision has been asked to increase the daily production of the standard iPhone 17 by approximately 40%, while non-electronic component suppliers have been notified to raise their daily supply by about 30% [1] - Goldman Sachs' tracking of Apple.com pre-order data indicates that delivery times for all iPhone 17 models are longer than previous generations, with the standard and Pro Max models experiencing the most significant delays of 8 days, and an average increase of 17 days in the Chinese mainland market, reaching a waiting period of 27 days [1] Group 2 - The article lists notable stock price increases for various Apple concept stocks, with Hong Teng Precision leading with a rise of over 16%, followed by Gao Wei Electronics and Lens Technology with increases of over 7% [1] - The strong pre-order demand signals support Goldman Sachs' expectation of an 8% growth in iPhone revenue for Apple's fourth fiscal quarter [1]