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行業更新 | 資訊科技硬件
在本業績期內,蘋果公司(Apple)及高階產品的業務敞口依然是韌性最顯著的來源,而中低階Android手機則受到零部件價格上漲的沉重打擊。我們預期該壓力將持續至2027年,並因出貨量、利潤率及平均售價(ASP)更具韌性而看好蘋果供應鏈。我們看好在業務多元化方面取得扎實進展、拓展至人工智能裝置及人工智能伺服器領域的市場參與者,這應可在未來提供實質的緩衝作用。維持「跑嬴大市」評級。相較於手機供應鏈,我們更看好人工智能硬件。
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