周二盘中，运动相机巨头GoPro（股票代码：GPRO）股价大跌5.3%，引发市场关注。这一显著跌幅可能与该公司最近在一起重要专利诉讼中失利有关。
根据影石创新（Insta360）公布的最新消息，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有利于影石创新的裁决。其中五项专利被裁定不构成侵权或无效，另一项外观专利经由规避方案获得通过。这一结果无疑是对GoPro的重大打击，可能影响其在知识产权保护方面的策略。
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快速崛起，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%。此次专利诉讼的失利可能进一步削弱GoPro在行业中的竞争优势，投资者对公司未来市场地位的担忧可能是导致股价下跌的主要原因。市场将密切关注GoPro如何应对这一挑战，以及其对公司长期发展战略的潜在影响。
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