港股异动 | 通达集团(00698)跌超5%领跌苹果概念 苹果放弃电动汽车项目 Vision Pro退货潮来袭
苹果概念股尾盘跌幅扩大，截至发稿，通达集团(00698)跌5.15%，报0.092港元；丘钛科技(01478)跌4.06%，报3.07港元；比亚迪电子(00285)跌3.69%，报28.75港元；舜宇光学(02382)跌3.39%，报51.3港元。
消息面上，据媒体援引苹果内部人士消息报道，苹果业务高管决定，公司将取消电动汽车造车项目。从事该项目的上千名员工将被大量调整到生成式AI研发部门，冗余人员可能面临裁员。
此外，Vision Pro退货潮登上热搜，网上代购价格也从最初高至10万元回落至3万元以内。天风国际分析师郭明錤此前指出，早期迹象可能意味着，市场对Vision Pro的需求正在减弱。预订开放后48小时内，那些延长的发货时间并未发生变化，这引发了一个重大担忧：即在核心粉丝和重度用户下单后，需求可能会迅速减弱。
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