智通财经APP获悉，苹果概念股跌幅居前，截至发稿，高伟电子(01415)跌6.47%，报21.7港元；舜宇光学(02382)跌4.27%，报64.95港元；比亚迪电子(00285)跌1.49%，报33.1港元；丘钛科技(01478)跌0.45%，报6.69港元。
消息面上，据报道，三位供应链消息人士称，从2026年起，苹果将把iPhone的发布时间错开，形成秋季和春季交替发布的模式，价格更高的机型将率先推出。一旦如此，到2026年苹果或只有旗舰版的Pro系列机型会推出，但也有可能会同时推出其首款折叠屏iPhone，基础款iPhone18或推迟到2027年春季发布。
光大证券表示，目前市场对苹果主要关注几方面：关税压力和传导机制；AI功能迭代延期与市场表现；服务业务能否维持稳健。考虑到全球宏观经济逆风对苹果负面影响、关税对于硬件成本与公司业绩的压力、大中华地区的激烈竞争、AI功能落地滞后影响换机需求，下调苹果盈利预测，维持“买入”评级。
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