智通财经APP获悉，苹果概念股盘中走低 ，截至发稿，高伟电子(01415)跌6.21%，报26.45港元；瑞声科技(02018)跌2.64%，报35.05港元；丘钛科技(01478)跌1.74%，报6.21港元；舜宇光学(02382)跌1.5%，报62.25港元。
消息面上，据Canalys最新披露数据显示，2024年苹果失去了中国最大手机销售商的地位，中国本地竞争对手华为及Vivo在市占上超越苹果。去年苹果在中国市场销售录有纪录以来最大按年跌幅，四个季度均见下滑，包括末季大跌25%。按全年计，Vivo市占达17%排名第一，华为市占达16%，苹果则仅15%，反映苹果在中国市场面对来自本地品牌的竞争压力加剧。市占收缩亦反映在中国最新销售iPhone缺乏人工智能功能，如不能使用ChatGPT，会打击苹果产品的竞争力。
招银国际发布研报指出，受中国促销活动、新机型发布及“以旧换新”活动所驱动，2024年第四季度全球智能手机出货量同比增长2.4%至3.32亿部。若按品牌厂商表现划分，小米及Vivo在第四季度表现均优于同行，出货量分别按年增长4.8%及12.7%，至于苹果及三星同比分别下降4.1%及2.7%导致份额下滑。
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