异动解读|蓝思科技盘中下跌3.73%,苹果砍单传闻叠加机构减持拖累股价

行情直击
Oct 13

10月13日,蓝思科技盘中下跌3.73%,报18.78港元,成交额1180.45万港元,延续近期弱势。

消息面上,苹果被曝因存储芯片成本上涨推高售价、终端需求疲软,已要求供应商削减iPhone 18 Pro及Pro Max零部件订单15%至20%,手机产业链情绪持续承压。同时,摩根士丹利、摩根大通等外资机构近期在H股好仓比例围绕5%披露线频繁波动减持,进一步压制市场信心。此前公司中期营收同比下降12.42%,经调整净利润下滑约51%,基本面压力仍待消化。

蓝思科技主要从事消费电子、智能汽车与座舱、智能头显及智能穿戴等领域的结构件、功能模组与整机组装配套服务。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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