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udn股市快訊
udn股市快訊：提供台股與財經產業界的即時消息，幫助投資人掌握股市財經最新動態。 
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蘋果站上500元大關，供應鏈表現受矚目
Oct 17th 2013, 13:55

蘋果股價再度重返500美元大關，加上iPhone5S銷售狀況不俗，及美債上限危機暫時解除，相關概念股重拾上漲動能。台積電（2330）、日月光、可成等個股，都成為近日法人進場加碼焦點。

摩根新興科技基金經理人龔真樺指出，雖然市場上對於iPhone5S及5C評價不一，但龔真樺表示，外資券商仍看好iPhone5S及5C的銷售，摩根士丹利預估第3季iPhone出貨量將達4,000至4,200萬支，巴克萊證券也預估下半年iPhone出貨量可達8,200萬至8,600萬支，料將帶動相關供應鏈業績大進補。

復華高成長基金經理人蔡政哲表示，隨蘋果將發表新產品和第二代 iPad mini、iPhone 5S熱賣，仍將驅動旗下供應鏈股價走勢，鏡頭、機殼等相關配件供應鏈增添業績成長動力。

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