金吾财讯 | 苹果概念股集体走低，截至发稿，比亚迪电子(00285)跌10.47%，丘钛科技(01478)跌8.64%，舜宇光学科技(02382)跌7.69%，高伟电子(01415)跌6.68%，瑞声科技(02018)跌5.55%，富智康集团(02038)跌4.3%。摩根大通发表报告指，苹果(AAPL)iPhone 16系列发售已超过一周(9月13日开始预购，9月20日开始上市)，早期迹象显示产品周期表现强劲，虽然与之前的周期相比，高阶机种的发售缺乏早期动力。因此该行调降对近期的iPhone销量预测，目前预期下半年的iPhone总销量约为1.26亿部，(相较于之前的1.3亿部及一年前的1.32亿部预测。但对中期人工智能周期的预期维持不变，近期预估的修正仅代表销量在周期后期的温和推升。该行适度下调苹果截至今年12月底止首财季iPhone出货量预测降至7,600万部。
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