记者丨叶映橙 见习记者林健民 编辑丨张楠 1月4日，21财经·南财快讯记者注意到，有博主称，苹果公司已在近期针对部分国行设备启动 "Apple智能与Siri"功能的灰度测试 ，获得测试资格的用户可在设备设置中查看相关选项。具 体设置路径为"设置 - Apple智能与AI - 打开Apple智能"，首次设置需在连接电源和Wi-Fi的情 况下升级下载，下载完毕后桌面将 新增图乐园App 。 如何获取 Apple 智能 有网友评论，自己也收到了苹果AI智能升级提醒，但在使用过程中发现，AI的回答都是基于 百度现有答案，疑似部分功能被阉割。 网友评论截图 对此，21财经·南财快讯记者致电苹果公司，接线的技术顾问表示， 截至今天苹果AI还未正式 上线，后续上线将在官网上进行发布。预计iPhone 15 Pro及更新版本的手机型号才能兼容苹 果AI，"因为AI的算法对硬件的要求非常之高，iPhone 15的硬件还没有达到那个要求。" 前述技术顾问也提醒，之前有部分博主通过一些第三方软件绕开限制去强行开启，"对于资金 和账号安全是有影响的"。 21财经·南财快讯记者从苹果官网上获悉，可获取苹果AI的设备，主要包括iPhon ...

Market Overview - The Hong Kong stock market experienced a decline, with the Hang Seng Index falling 0.79% to 25,952.4 points, and the Hang Seng Technology Index dropping 1.76% to 5,818.29 points, amid a total trading volume of HKD 239.99 billion [1] - Dongwu Securities indicated that the Hong Kong market is entering an adjustment phase towards the end of the year, although it remains in a medium to long-term upward trend [1] Blue-Chip Stocks Performance - Baidu Group (09888) rose 2.87% to HKD 121.9, contributing 6.83 points to the Hang Seng Index, with weekly orders for its service exceeding 250,000 [2] - Other notable blue-chip movements included Kang Shifu Holdings (00322) up 3.27%, and China Merchants Bank (03968) up 2.37%, while Zijin Mining (02899) fell 5.36% [2] Sector Performance - The technology sector saw most large-cap stocks decline, with Alibaba down 2.57% and Tencent slightly up by 0.16%, while Baidu gained nearly 3% [3] - The cryptocurrency sector faced significant pressure, with major declines in related stocks, and Bitcoin prices dropping below USD 105,000 [4] - Apple-related stocks generally fell, with notable declines in companies like Q Technology (01478) and BYD Electronics (00285) [4][5] Lithium Sector - Lithium stocks continued to decline, with Ganfeng Lithium (01772) down 5.85% and Tianqi Lithium (09696) down 4.68% [6] - The price of lithium carbonate futures fell over 4%, with market speculation surrounding the production timeline of CATL's projects [7] Notable Stock Movements - Aide New Energy (02623) surged 290% after announcing a major share sale [8] - Yum China (09987) rose 3.83% ahead of its upcoming financial results [8] - Sanhua Intelligent Controls (02050) fell 6.4% after a downgrade by Goldman Sachs, citing overly optimistic market expectations for its humanoid robot business [9]

Core Viewpoint - Apple has significantly reduced the prices of its iPhone 16 series ahead of the "6·18" shopping festival, with discounts exceeding 1,000 yuan, in response to disappointing sales performance in the Chinese market [1][6]. Price Reduction Details - Apple announced a price cut of $160 (approximately 1,313.06 yuan) for all storage versions of the iPhone 16 Pro Max and a $176 (approximately 1,445.27 yuan) reduction for the 128GB version of the iPhone 16 Pro [1]. - On platforms like JD.com, the iPhone 16 Pro 128GB version, originally priced at 7,999 yuan, is now available for 5,499 yuan after applying national subsidies, marking a reduction of 2,500 yuan [2]. - The iPhone 16 Pro 128GB version on Tmall's official Apple Store is also priced at 5,499 yuan, reflecting a 31% discount from its original price [4]. Market Response - The price cuts have led to a surge in demand, with the subsidized iPhone 16 Pro 128GB version reportedly selling out quickly [4]. - Various platforms, including Pinduoduo, have also reported significant price drops for different iPhone models, with some versions seeing reductions of over 2,000 yuan [4]. Sales Performance - Apple's sales in the Greater China region have been declining, with a reported revenue of $15.033 billion for Q4 of fiscal year 2024, marking the only region with a year-on-year decline [6]. - In Q1 of fiscal year 2025, revenue from the Greater China region was $18.51 billion, down 11% year-on-year, and in Q2, it further decreased to $16 billion [6]. - According to IDC, Apple ranked fifth in smartphone shipments in China, with a 9% year-on-year decline, while competitors like Xiaomi, Huawei, OPPO, and Vivo continue to dominate the market [6]. Strategic Adjustments - Apple has been implementing multiple price reductions since the launch of the iPhone 16 series, indicating a shift towards regular promotions as demand wanes [8]. - The company is also exploring new product innovations, such as foldable smartphones, which may be launched depending on the sales performance of the iPhone [9].

Core Insights - In Q1 2023, China's foldable smartphone shipments reached 2.84 million units, marking a year-on-year growth of 53.1%, significantly outperforming the overall smartphone market growth of 3.3% [1][9] - Huawei captured 76.6% of the foldable smartphone market share, a remarkable increase of 32.5 percentage points year-on-year, indicating its dominant position in the foldable market [1][3] - The overall domestic market penetration rate for foldable phones was approximately 4%, up by 1.3 percentage points year-on-year, reflecting the increasing acceptance of foldable technology among consumers [1][4] Market Dynamics - Huawei's significant market share increase is attributed to its product release schedule and improved supply chain, with the launch of Mate X6 and Pura X contributing to its success [3][4] - Other Android manufacturers like Honor, OPPO, and Xiaomi have struggled to gain substantial market share, with none exceeding 30%, despite releasing competitive products [6][9] - The high-end foldable smartphone market is characterized by a niche consumer base that is less price-sensitive and more focused on brand strength and technological innovation [6][10] Competitive Landscape - The potential entry of Apple into the foldable smartphone market remains a critical variable, as it could intensify competition and impact Huawei's market position [1][9] - Apple's recent decline in shipments by 9% in China contrasts with the growth of competitors like Xiaomi (40%) and Huawei (10%), indicating increasing pressure on Apple in the high-end market [9][10] - The success of foldable smartphones hinges on the ability of manufacturers to innovate and enhance user experience, particularly in software optimization and ecosystem development [4][13] Future Outlook - Analysts suggest that if Apple does not enter the foldable market by 2026-2027, it may miss the opportunity to compete effectively [12][13] - The current trend indicates that while the growth rate of the foldable smartphone market may stabilize, there is still potential for slight growth driven by high-end market stability and product redefinition by brands like OPPO [13]