蘋果AirPods砍單1000萬?港A果鏈齊齊下挫,行業巨頭閃崩暴跌,公司緊急迴應來了
俄烏衝突之下引發的蝴蝶效應,開始傳導到了消費電子市場。
據日經新聞,由於烏克蘭危機和通貨膨脹導致消費電子產品需求有所下降,蘋果計劃今年第二季度下調智能手機iPhone SE系列產量大約20%,削減的數量為200至300萬iPhone。另外,蘋果2022年下調AirPods耳機訂單量,預計全年減量超過1000萬副耳機。
受此消息影響,今日,A兩地蘋果概念股應聲下跌。截止發稿,A股北玻股份跌超9%,歌爾股份盤中觸及跌停現跌超7%,聞泰科技跌超6%,立訊精密跌超5%;港股通達集團跌超9%,高偉電子跌超3%。


今日午間,歌爾股份相關負責人對此迴應表示,“涉及客户不予置評,但是公司目前生產是一切正常的,沒有發生大變化。”同時,該人士提醒投資者注意甄別市場消息。
立訊精密也就“公司最大的客户砍單1000w”消息,在深交所互動易中回覆稱,公司聲學可穿戴產品與客户保持穩定合作,目前訂單情況如預期增長,且正常落地,不存在所述情況,請投資者注意甄別網絡不實信息。
蘋果砍單,俄烏衝突下的“晶片荒“?
昨日,據日經新聞報道,蘋果計劃將大砍iPhone 13、iPhone SE 3、AirPods等三大產品線訂單,其中,AirPods全年訂單量將鋭減1000萬部,砍單最嚴重;剛上市不到三週的iPhone SE 3與iPhone 13系列機種將減單至少各200萬部。但對於此傳聞,蘋果方面並未迴應。
不過有市場人士分析表示,若消息為實,蘋果將成為今年來首家因俄烏衝突及通貨膨脹影響,而大砍訂單的指標大廠,台積電、鴻海、和碩、大立光等台灣供應鏈也都將受到影響,同時,也顯示地緣政治與通貨膨脹削弱消費電子產品需求,可能在整體消費電子產業掀起連鎖效應。
更新中……
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