Apple(US:AAPL) Zhi Tong Cai Jing·2026-01-26 06:40Core Viewpoint - Apple-related stocks experienced a collective decline, with significant drops in companies such as Highwei Electronics, Qiu Tai Technology, and BYD Electronics, amidst Apple's new year promotional activities [1] Group 1: Stock Performance - Highwei Electronics (01415) fell by 4.24%, closing at 29.84 HKD [1] - Qiu Tai Technology (01478) decreased by 3.72%, closing at 9.57 HKD [1] - BYD Electronics (00285) dropped by 2.21%, closing at 33.64 HKD [1] Group 2: Apple Promotions - Apple launched a major new year promotion on its Tmall flagship store, starting from January 25, 2026, to February 11, 2026 [1] - The promotion includes a significant price reduction on the 256GB iPhone Air, originally priced at 7999 RMB, now available for 5499 RMB after a 2000 RMB discount and additional subsidies [1] - This marks Apple's third large-scale promotion within a month, with the current discount being the largest recorded for a new iPhone [1] Group 3: Semiconductor Market Dynamics - The global storage chip market is experiencing extreme supply tightness due to surging AI demand [1] - Samsung Electronics, the largest storage chip manufacturer, has implemented aggressive pricing strategies, raising NAND flash supply prices by over 100% in Q1 of this year, exceeding market expectations [1] - This price increase follows a nearly 70% rise in DRAM memory prices, signaling significant adjustments in the storage market [1]