智通财经APP获悉，苹果概念股全线下跌，截至发稿，高伟电子(01415)跌5.32%，报36.64港元；富智康集团(02038)跌5.05%，报17.66港元；比亚迪电子(00285)跌4.28%，报41.58港元；丘钛科技(01478)跌3.33%，报15.98港元。
消息面上，Counterpoint此前发布报告称，2025年第三季度前八周，中国智能手机市场销量同比下降2%，这与期内促销活动和国家补贴政策加剧了中高端市场的竞争且消费者更倾向购买中高端产品有关。该机构预计，2025年第三季度中国智能手机市场将小幅下跌，而全年表现大体持平。
值得注意的是，OpenAI此前与果链龙头企业立讯精密达成战略合作。里昂表示，考虑到OpenAI的设备团队核心成员均来自苹果公司，其选择与苹果供应链企业合作亦属合理。预计有关举措可为现有苹果供应链企业带来新增长动力。
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