周二盘中，美国运动相机巨头GoPro（股票代码：GPRO）股价大幅下跌5.3%，引发市场关注。这一股价走势可能与该公司近期在专利诉讼中的不利结果有关。
根据中国竞争对手影石创新（Insta360）的公告，美国国际贸易委员会（ITC）就GoPro指控的六项专利侵权争议做出了初步裁决。其中五项专利被裁定不构成侵权或专利权利要求无效，另一项外观专利侵权争议也因影石创新提出的新设计方案而获得通过。这一结果意味着GoPro在保护其知识产权方面遭遇了重大挫折。
值得注意的是，影石创新近年来在全景相机和运动相机市场上表现强劲。公告显示，该公司已连续六年稳居全球全景相机市场份额第一，2023年市占率超过67%，并在运动相机领域逐步赶超GoPro。这一消息可能进一步加剧了投资者对GoPro市场地位和未来增长前景的担忧，从而导致其股价下跌。随着竞争加剧和专利保护受挫，GoPro可能面临更大的市场压力，投资者将密切关注公司未来的战略调整和业绩表现。
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