港股异动 | 苹果概念股集体走低 苹果中国宣布大降价 存储芯片涨价潮持续

Group 1 - Apple-related stocks collectively declined, with Highgreat Electronics down 4.24% to HKD 29.84, Q Technology down 3.72% to HKD 9.57, and BYD Electronics down 2.21% to HKD 33.64 [1] - Apple has launched a significant New Year promotion on its Tmall flagship store, starting from January 25, 2026, to February 11, 2026, with substantial discounts on products, including a reduction of RMB 2,000 on the iPhone Air [1] - This New Year promotion marks Apple's third large-scale promotional event within a month, indicating a trend of aggressive pricing strategies [1] Group 2 - The global storage chip market is experiencing extreme supply tightness due to surging AI demand, prompting Samsung Electronics to adopt an aggressive pricing strategy [1] - Samsung has raised the supply price of NAND flash memory by over 100% in the first quarter of this year, significantly exceeding market expectations [1] - This price increase follows a nearly 70% rise in DRAM memory prices, signaling a major adjustment in the storage market [1]