智通财经APP获悉，受中美互减关税消息刺激，苹果概念股昨日尾盘涨幅明显扩大，今日则随大市回吐。截至发稿，舜宇光学(02382)跌7.03%，报68.75港元；高伟电子(01415)跌7.12%，报24.15港元；比亚迪电子(00285)跌6.19%，报35.6港元；丘钛科技(01478)跌3.13%，报7.11港元。
消息面上，据报道，5月10日，苹果向渠道商下发了调价通知，这也是苹果首次在周六宣布调价。苹果iPhone 16 Pro Max所有容量版本降价160美元，对应1313.06元人民币；而 iPhone 16 Pro的128GB版本降价176美元，对应1445.27元人民币，其他版本同样降价160美元。另有报道称，有知情人士表示，苹果正在权衡是否上调今年秋季推出的新款iPhone售价。该公司正探索将涨价与新功能和新设计“捆绑”的策略，同时努力避免外界将价格上涨与美国加征关税联系起来。
国元国际发布点评称，根据IDC数据，今年1季度苹果在中国市场的智能手机出货量同比减少了9%，市场份额也从之前的17.4%下降至13.7%。为了应对其他中国品牌的激烈竞争，以及为未来推出的新机型降低库存压力，苹果本次降价除了有利于其自身销售增长，也有可能带动其他品牌跟进。该行认为，消费电子行业短期内具备估值修复空间，建议积极关注直接或间接出口占比较高的果链零配件龙头。
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