A股稀土永磁板塊走弱，東方鋯業跌超8%，寧波韻升跌超6%，三川智慧、華宏科技、大地熊、中科磁業跟跌。

South Korea's KOSPI fell 4.00% intraday to 8,572.69 points.

Apple’s product price increases prompted a Friday sell-off in Asian technology stocks as investors worried that rising component costs will suppress end-device demand and eventually weigh on the memory chip market supporting AI investment. Markets are reassessing whether rapidly rising storage prices—driven by strong AI demand—could, by raising manufacturing and consumer costs, begin to curb overall spending. Apple’s move is being read as a clear signal that sector pricing power may come at the expense of future demand, prompting re-ratings of AI-exposed semiconductor names. Charu Chanana, chief investment strategist at Saxo, said markets no longer treat rising memory prices as an unambiguous positive for the AI trade: it confirms robust AI infrastructure demand but increases the cost of building and using AI, risking a slowdown in the memory cycle that markets have begun to price in.