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蘋果概念股走弱 蘋果或下架微信App 對iPhone出貨量影響大
格隆匯 08-10 09:44
格隆匯8月10日丨蘋果概念股走弱,港股市場中瑞聲科技跌4.57%領跌,高偉電子跌3.55%;A股市場環旭電子跌近6%,鵬鼎控股跌近3%。天風國際知名蘋果分析師郭明錤在其最新報告中談到,美國政府封殺微信,在Apple硬件產品中對iPhone影響最大,Apple可能被迫自App Store上移除微信。因微信在中國已是生活必需品,故若是此狀況,Apple硬件產品在中國市場的出貨量將顯著衰退。估計iPhone年出貨量將因此而下修25–30%,其他Apple硬件裝置,包括AirPods、iPad、Apple Watch與Mac年出貨量則下修15–25%。樂觀的情況是,該禁令主要對在美國的微信使用者有負面影響,估計iPhone出貨量將因此而下修3–6%,其他Apple硬件裝置年出貨量則下修低於3%。

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