Apple(US:AAPL) Zhi Tong Cai Jing·2025-11-04 03:22Core Viewpoint - Apple-related stocks have seen significant declines, with companies like Q Technology (01478) dropping 8.56% and Hon Teng Precision (06088) falling 6.53%, indicating market concerns over Apple's delayed AI feature launch and declining sales in the Greater China region [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 Electronic (00285) saw a minor decline of 0.94%, closing at HKD 35.7 [1] Group 2: Apple AI Feature Delay - Apple had initially planned to launch its AI feature "Apple Intelligence" in the Chinese market by mid-2025, but this timeline has been postponed [1] - The development of "Apple Intelligence" is facing technical challenges, including engineering issues and subpar model performance [1] - The complexity of deploying this feature in China has further complicated the project, with no substantial progress reported on local partnerships [1] Group 3: Sales Performance in Greater China - Apple's third-quarter sales in the Greater China region declined 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 the second quarter [1] - Market research firm IDC reported that smartphone shipments in China totaled approximately 68.4 million units in the third quarter, reflecting a year-over-year decline of 0.6% [1]