金吾财讯 | 苹果概念普遍走低，凌云半导体(CRUS)跌8.15%，思佳讯(SWKS)、Qorvo(QRVO)跌超5%，美光科技(MU)、博通(AVGO)跌逾3%。天风国际分析师郭明𫓹表示，iPhone 16系列在首周末的预购销量约为3700万部，相比去年iPhone 15系列同期销量下降约12.7%，主要原因是iPhone 16 Pro系列的表现低于预期。郭明𫓹指出，iPhone 16 Pro系列的出货时间明显晚于15 Pro系列，除了预购前的备货量增加外，从首周末销量同比下降的情况来看，关键因素还是市场需求低于预期。此外，苹果的最大卖点——Apple Intelligence未能随iPhone 16一同推出，加上中国市场激烈的竞争也削弱了iPhone的需求。
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