眾所矚目的蘋果Apple Watch終於亮相，時尚極簡的外型的確令蘋果粉絲眼睛一亮，但是台灣Apple Watch供應鏈廠商卻在新品發布後一一走跌，利多出盡的味道濃厚。法人認為Apple Watch欠缺亮點且價格高昂，出貨量估算有限，產值太小，無法與iPhone、MacBook相比，對台廠供應鏈相關廠商獲利挹助有限。（張佳琪報導）
蘋果新品產亮相，市場聚焦Apple Watch，這是蘋果切入穿戴裝置、物聯網領域的重要產品。Apple Watch供應鏈多數的是台灣電子廠商，被市場點名為受惠股包括組裝的廣達、封裝的日月光、觸控面板的宸鴻、軟板的嘉聯益、SIP載板的景碩以及南電、NFC的力旺、藍寶石玻璃的伯恩光學、藍思科技等等。
受到Apple Watch即將上市，這些供應鏈族群以及其他蘋果概念股都有過一波漲勢。新品發佈，股價反而下跌，盤中多檔個股殺盤力道兇猛。法人指出，Apple Watch雖然可支援Apple Pay，具有壓力感知觸控、健康管理與運動功能，但電量的續航力、防水防塵功能、生理偵測功能欠缺亮點，售價高昂不符消費者期待，推估全年出貨量1200萬到1600萬台。出貨量、產值對台廠供應鏈廠商來說，並不是太大。
加上農曆年後相關個股急漲，短線漲幅相當驚人，內資剛好趁著新品推出逢高獲利了結。後續股價是否重啟攻勢，必須觀察Apple Watch實際在市場上銷售的狀況而定。
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Apple CEO Tim Cook talks about the new Apple Watch during an Apple event on Monday, March 9, 2015, in San Francisco. (AP Photo/Eric Risberg)
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Associated Press | 拍攝者 Eric Risberg
2015年3月10日週二 台北標準時間上午2時24分
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