蓝思科技（06613）今日盘中大跌5.51%，引发市场关注。与此同时，多只苹果概念股也出现不同程度下跌。
消息面上，知名科技记者格尔曼（Mark Gurman）在其Power On时事通讯中透露，苹果公司原定今年中在中国市场推出的"Apple Intelligence"功能至今未能兑现，发布时间再度延后。据悉，苹果在AI研发过程中遇到了工程和模型表现不佳等技术难题，而在中国市场的本地部署更加复杂，成为推进的主要障碍。
作为苹果供应链中的重要一员，蓝思科技的股价受到这一消息的影响。市场担忧苹果AI计划的延迟可能会影响其产品的创新速度和市场竞争力，进而影响供应商的订单量和收益。此外，其他苹果概念股如丘钛科技、鸿腾精密、舜宇光学科技等也出现不同程度的下跌，反映了投资者对苹果产业链前景的担忧情绪。
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