智通财经APP获悉，苹果概念股午后跌幅扩大，截至发稿，舜宇光学(02382)跌7.29%，报62.35港元；高伟电子(01415)跌6.32%，报25.95港元；丘钛科技(01478)跌5.51%，报5.66港元；富智康集团(02038)跌4.76%，报0.8港元。
消息面上，国家发展改革委、财政部发布通知称，实施手机等数码产品购新补贴。对个人消费者购买手机、平板、智能手表手环等3类数码产品，按产品销售价格的15%给予补贴，每位消费者每类产品可补贴1件，每件补贴不超过500元。不过，补贴要求数码产品单件销售价格不超过6000元。
另外，苹果公司的评级美东时间周二被机构罕见下调至“卖出”评级。美国独立研究公司MoffettNathanson将苹果公司的评级从“中性”下调，并给出188美元的目标价，这意味着苹果股价将较当前水平下跌约22%。MoffettNathanson的高级分析师Craig Moffett担忧，iPhone 16的销售不温不火，尽管新的人工智能（AI）软件更新已经发布。他认为，市场对苹果股票的风险“过于轻视”，公司在人工智能领域的成功已经被充分定价。
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