Understanding the Market | Apple concept stocks lead the decline, Q TECH falls nearly 5%, COWELL falls nearly 4%
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Apple concept stocks generally fell, with FIH down 6.22%, FIT HON TENG down 5.51%, Q TECH down 4.82%, and COWELL down 3.95%. Renowned analyst Ming-Chi Kuo pointed out that the demand for iPhone Air is lower than expected, and the supply chain will reduce shipments and capacity, with an expected capacity reduction of over 80% by the first quarter of 2026. Trade variables also affect market sentiment, with Huafu Securities stating that tariffs have a limited impact on fruit chain equipment companies, and Apple may increase investment in new devices and new products
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