港股异动 | 苹果概念股跌幅居前 苹果AI入华计划再延期 报道称研发过程面临技术瓶颈
AppleApple(US:AAPL) 智通财经网·2025-11-04 03:20

Core Viewpoint - Apple-related stocks have experienced significant declines, with companies like Q Technology, Hon Teng Precision, and BYD Electronics seeing drops of 8.56%, 6.53%, and 0.94% respectively, following delays in Apple's AI feature launch in China [1] Group 1: Stock Performance - Q Technology (01478) fell by 8.56%, closing at HKD 12.93 [1] - Hon Teng Precision (06088) decreased by 6.53%, closing at HKD 5.3 [1] - FIH Mobile (02038) dropped by 4.54%, closing at HKD 17.87 [1] - BYD Electronics (00285) saw a decline of 0.94%, closing at HKD 35.7 [1] Group 2: Apple AI Feature Delay - Apple's planned AI feature "Apple Intelligence" was initially set for a mid-2025 launch in China but has faced delays due to technical challenges [1] - Issues include engineering problems and subpar model performance, complicating deployment in China [1] - Localized partnerships intended to advance the project have not yielded substantial progress [1] Group 3: Financial Performance - In Apple's Q3 financial report, sales in the Greater China region fell by 3.6% year-over-year, contrary to analyst expectations of a recovery [1] - The sales performance indicates a return to a downward trend after a brief rebound in Q2 [1] - Market research firm IDC reported that smartphone shipments in China totaled approximately 68.4 million units in Q3, reflecting a year-over-year decline of 0.6% [1]