智通财经APP获悉，苹果概念股跌幅居前，截至发稿，鸿腾精密(06088)跌9.33%，报5.83港元；高伟电子(01415)跌5.7%，报34.42港元；丘钛科技(01478)跌4.91%，报15.1港元；比亚迪电子(00285)跌4.59%，报39.52港元。
消息面上，美方日前宣布将对中方加征100%关税。招商证券认为，应将本次威胁关税视为筹码而非目的，100%关税落地概率较低。华福证券表示，关税对果链设备公司的影响不应被高估，苹果对供应商的要求极为严格，国内果链公司具备不可替代性。
值得注意的是，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。
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