智通财经APP获悉，苹果概念股集体走低，截至发稿，舜宇光学(02382)跌4.07%，报60.15港元；丘钛科技(01478)跌2.85%，报5.45港元；比亚迪电子(00285)跌2.56%，报38.1港元；富智康集团(02038)跌1.23%，报0.8港元。
消息面上，天风国际分析师郭明𫓹表示，苹果在2025年面临严峻挑战，iPhone出货量增长近乎停滞，即便新款iPhone SE4发售也难以提振销量，中国业务持续萎缩，并且AI服务仍未有贡献。他表示，先前调查显示大部分的iPhone用户对Apple Intelligence不感兴趣，这与供应链调查吻合，亦即自Apple提供Apple Intelligence以来，对iPhone换机潮并无任何帮助。
郭明𫓹称，苹果与主要供货商讨论后，对今年iPhone生产计划采取较审慎的取态。苹果估计今年交付量在2.2至2.25亿部，与去年2.2亿部相若，低于市场预期的2.4亿部。因此，郭明𫓹估计，即使苹果将于短期内推出新版iPhone SE4，估计上半年交付量仍较去年同期减少6%。
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