蓝思科技（06613）今日盘中大跌5.51%，引发市场关注。与此同时，其他苹果概念股也出现不同程度的下跌。
消息面上，知名科技记者格尔曼（Mark Gurman）透露，苹果公司原定今年中在中国市场推出的"Apple Intelligence"计划再度延期。这一消息对苹果产业链相关公司造成了负面影响。据悉，苹果在AI技术研发上遇到了工程和模型表现不佳等问题，特别是在中国市场的本地部署更加复杂，成为推进的主要障碍。
苹果AI计划的延迟可能影响到产业链公司的订单和收入预期。除蓝思科技外，其他苹果概念股如丘钛科技、鸿腾精密、舜宇光学科技等均出现不同程度的下跌。市场分析认为，苹果AI技术的推进情况将继续影响相关概念股的表现，投资者需密切关注苹果在AI领域的最新进展。
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