金吾财讯 | 苹果概念股多数走弱，截至发稿，通达集团(00698)跌7.04%，瑞声科技(02018)跌4.05%，丘钛科技(01478)跌3.64%，高伟电子(01415)跌2.4%，比亚迪电子(00285)跌1.37%。消息面上，天风国际证券分析师郭明𫓹称，苹果(AAPL)iPhone 16 Pro及iPhone 16 Pro Max需求低于预期，但与上一代iPhone相比，iPhone 16及iPhone 16 Plus的销量更高。整体而言，iPhone 16系列首周末预订量约为3,700万部，较iPhone 15系列下降约12.7%。郭明𫓹在过去周末根据苹果网站上的发货时间以及供应链调查进行分析，在iPhone 16开卖的首个周末，iPhone 16 Pro及iPhone 16 Pro Max预订量分别按年跌27%及16%，而iPhone 16 Plus及iPhone 16则分别上升48%及10%。
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