金吾财讯 | 苹果概念股普跌，高伟电子(01415)跌4.03%，舜宇光学科技(02382)跌3.77%，瑞声科技(02018)跌3.38%，丘钛科技(01478)跌2.86%。根据市场调查机构Counterpoint Research的数据，2024年四季度，美国苹果公司智能手机在中国的销量下降了18%，落后于中国本土品牌华为和小米。其中，华为手机销量增长了15.5%。苹果手机在中国受欢迎程度下降的原因可能是未配备令用户满意的人工智能（AI）服务，而华为、荣耀和Oppo等中国品牌则在其产品中不断增强这项性技术。高盛此前表示，预期苹果2025财年的首季每股盈利2.35美元(下同)及收入1,242亿元，iPhone收入按年增1%，因为交付量按年跌4%被iPhone平均售价按年增5%所抵销。该行指，内地的智能手机市场竞争加剧，不过对于iPhone在2026财年的增长潜力感到鼓舞，这主要得益于iPhone 17和18的新产品创新，以及Apple Intelligence更强大的功能在新市场的持续推广。该行表示，将苹果的目标价由286美元降至280美元，评级“买入”。
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