金吾财讯 | 苹果概念股受压，截至发稿，鸿腾精密(06088)跌6.98%，伟仕佳杰(00856)跌2.31%，富智康集团(02038)跌1.93%，丘钛科技(01478)跌1.88%，舜宇光学科技(02382)跌1.56%。消息面上，苹果公布的第三季财报中，大中华区的销售同比下降3.6%，并未如分析师预期的较二季度4%以上的增速加快至9.3%。三季度的表现意味着，在二季度短暂反弹后，大中华区的销售回到了此前两年的下滑趋势。市场调研机构IDC的数据显示，三季度中国市场智能手机合计出货约6840万台，同比下降0.6%，延续下降势头。三季度属于传统的手机销售淡季，新品发布且上市的数量较少。此外，今年三季度，中国对部分设备提供补贴——“国补”的资金相对紧缺。在这种环境下，消费者的支出更趋理性。
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