智通财经APP获悉，苹果概念股普跌，截至发稿，通达集团(00698)跌7.04%，报0.066港元；丘钛科技(01478)跌3.64%，报4.23港元；高伟电子(01415)跌2.4%，报20.35港元；舜宇光学(02382)跌0.34%，报43.35港元。
消息面上，天风国际证券分析师郭明𫓹发布报告，称iPhone 16系列销量低于预期。郭明𫓹表示，iPhone 16系列首周末预购销量约3700万台，对比去年同期的iPhone 15系列下降约12.7%，低于苹果预期。郭明𫓹认为，iPhone 16 Pro系列销量低于预期的关键原因是苹果最大卖点Apple Intelligence无法随着iPhone 16发售一起上线，同时中国市场的激烈竞争也降低了iPhone需求。
富瑞此前发布研报称，仍相信苹果人工智能Apple Intelligence将与安卓平台手机高度差异及具竞争优，但预计推进应用过程为演变式，基于高速记忆体及先进包装等硬件配套建立需时，有关技术或2026年面世，导致苹果仅逐步推出人工智能功能。该行因而相信换机周期将在数年内加速，市场对iPhone 16销量预期将回复正常，为iPhone供应链股价构成短期压力。
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