周一,高伟电子控股有限公司(01415)股价出现大幅下跌,盘中一度大跌5.49%。
作为一家主要从事提供精密光学模组的上市公司,高伟电子涉及范围包括智能驾驶及移动终端。其中,手机镜头等精密光学模组业务与苹果公司存在一定联系。
由于市场调查数据显示,2024年第四季度苹果公司在中国市场的智能手机销量出现18%的大幅下滑,一度落后于国内竞争对手。分析认为,这可能与苹果手机未配备令消费者满意的人工智能(AI)服务有关。
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