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果链哀鸿遍野,iPhone 16需求让投资者忧心忡忡

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周一,由于投资者担心iPhone 16的需求,果链相关股票普遍下跌。

苹果股价一度下跌超过3.85%,刷新8月9日以来盘中低点至213.92美元。台积电ADR一度跌约3%,结束此前连续三个交易日上涨的态势。凌云半导体一度下跌10.48%,报119.21美元,逼近8月5日底部107.62美元。美光科技一度下跌5.81%。英飞凌法兰克福股价一度下跌2.2%。

此前苹果最准分析师、天风国际的郭明錤表示,iPhone 16系列在首周末预购销量预估约3700万部,较去年iPhone 15系列首周末销量同比减少约12.7%,关键在于iPhone 16 Pro系列低于预期。

 

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