The Zhitong Finance App learned that Apple concept stocks were generally under pressure. As of press release, Qiu Tai Technology (01478) fell 3.16% to HK$4.29; BYD Electronics (00285) fell 2.88% to HK$25.3; Tongda Group (00698) fell 2.7% to HK$0.072; Sunyu Optics (02382) was 0.77% to HK$45.3.

According to the news, on September 10, local time, Apple lost the EU Supreme Court's Irish tax case, which means that Apple will pay up to 13 billion euros (about 102 billion yuan) in taxes. In August 2016, the European Commission ruled that the low tax rate enjoyed by Apple in Ireland was equivalent to Ireland providing it with a national subsidy, and this was not in line with relevant EU rules. The EU Competition Commission ruled that Ireland collected 13 billion euros in unpaid taxes from Apple, setting the biggest fine in history.

Furthermore, Jefferies released a research report saying that it still believes that Apple's artificial intelligence, Apple Intelligence, will be highly different and competitive with Android platform phones, but it is expected that the application process will be evolutionary. It will take time to build based on hardware support such as high-speed memory and advanced packaging. Relevant technology may be launched in 2026, so Apple will only gradually introduce artificial intelligence functions. As a result, the bank believes that the switching cycle will accelerate within a few years, and the market's expectations for iPhone 16 sales will return to normal, putting short-term pressure on the iPhone supply chain stock price.