苹果概念股强势,瑞声涨超4%,美银指新关税政策对苹果的潜在影响可控

格隆汇
Feb 06, 2025

苹果概念股强势拉升,其中,高伟电子大涨超8%表现最佳,舜宇光学涨超7%,比亚迪电子、瑞声科技涨超4%,丘钛科技、伟仕佳杰涨超2%。消息上,美银证券发表报告指出,美国对中国进口商品加征10%关税,而在上一轮的关税周期中,苹果的iPhone获得豁免,目前尚不清楚这次能否再次获得豁免,但相信对苹果的潜在影响可控。该行考虑到苹果的现金流稳定、盈利具韧性,维持原有预期不变。市场分析机构Canalys发文称,...

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