港股异动 | 苹果概念股集体走低 传苹果提高自动化生产目标 欧盟《数字市场法》正式落地生效
苹果概念股集体走低，截至发稿，富智康集团(02038)跌4.39%，报0.87港元；比亚迪电子(00285)跌4.29%，报36.8港元；舜宇光学(02382)跌3.65%，报47.45港元；丘钛科技(01478)跌3.37%，报4.02港元。
消息面上，据科创板日报报道，苹果传出要求代工厂在未来几年将iPhone组装线的人力减少50%，作为提高自动化生产目标的一部分。此外，欧盟委员会当地时间24日初步裁定美国苹果公司在线应用商店规则违反了欧盟《数字市场法案》，并针对苹果公司启动了新的不合规调查。
中金此前表示，Apple Intelligence支持iPhone 15 Pro系列及以上机型升级，用户换机需求有望显著增加，推动苹果销量上修。AI使用体验有望进一步带动用户换机，国内苹果供应链有望深度受益。招商证券则指出，看好苹果AI时代端侧创新推动产业链迎新一轮发展机遇。苹果AI仅从iPhone15 Pro系列开始支持，有望推动老用户换机潮，带来国内苹果链业绩和估值向上弹性。
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