麥格理發表報告指，蘋果(AAPL.US)iPhone 15 Pro Max的望遠鏡頭令市場振奮，但其他賣點例如Type C線等沒有驚喜，不足以支持強大的置換周期，相關股份中，偏好比亞迪電子(00285.HK)、台積電(TSM.US)及Sony。
報告指，比亞迪電子iPhone業務佔比不高，不過背面玻璃及透過Jabil生產的金屬外殼，未來供應將會增加。台積電的3納米晶片應用於Pro型號，而Sony的影像感應器亦應用於新iPhone中。
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- 《大行報告》麥格理：iPhone 15升級不足以推動大周期 偏好比亞迪電子(00285.HK)、台積電(TSM.US)及Sony
《大行報告》麥格理：iPhone 15升級不足以推動大周期 偏好比亞迪電子(00285.HK)、台積電(TSM.US)及Sony
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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