智通财经APP获悉，苹果概念股早盘普跌，截至发稿，高伟电子(01415)跌3.58%，报21.55港元；富智康集团(02038)跌3.13%，报0.93港元；比亚迪电子(00285)跌2.18%，报33.6港元；舜宇光学(02382)跌2.18%，报47.15港元。
消息面上，据郭明𫓹透露，苹果公司已将今年第四季度和2025年上半年iPhone 16的订单削减了约1000万部。大部分订单削减影响的是普通版iPhone 16，而不是iPhone 16 Pro，因为后者更受消费者欢迎。郭明𫓹表示：“iPhone的营收预计将在明年上半年面临压力，原因是出货量同比下降，以及SE4推出后，可能对整体产品组合不太有利。”
此外，据报道，多位直接参与设备组件制造的人士透露，自今年初夏以来，苹果公司已大幅缩减Vision Pro混合现实头显的产量，并可能在年底前完全停止生产该设备的现有版本。苹果今年早些时候决定制造一款更便宜的头显，可能在2025年底前发布。
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