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港股异动 | 苹果概念股集体回吐 舜宇光学(02382)、高伟电子(01415)均跌超7%
智通财经网·2025-05-13 06:09

Group 1 - The core viewpoint of the news highlights the impact of tariff reductions between China and the U.S. on Apple-related stocks, which saw significant fluctuations in their prices [1] - Apple has issued a price adjustment notice to its distributors, marking the first time it has announced price changes on a Saturday, with the iPhone 16 Pro Max seeing a price drop of $160 and the iPhone 16 Pro 128GB version dropping by $176 [1] - Reports suggest that Apple is considering raising prices for new iPhone models launching this fall, potentially bundling price increases with new features and designs to avoid linking them to U.S. tariffs [1] Group 2 - According to IDC data, Apple's smartphone shipments in China decreased by 9% year-on-year in Q1, with its market share dropping from 17.4% to 13.7% [2] - The price reduction strategy by Apple aims to boost its sales and alleviate inventory pressure ahead of new model launches, which may also prompt other brands to follow suit [2] - The consumer electronics industry is seen to have short-term valuation recovery potential, with a recommendation to focus on leading suppliers in the Apple supply chain that have high export ratios [2]