金吾财讯 | 苹果概念股普跌，富智康集团(02038)跌3.95%，高伟电子(01415)跌2.11%，瑞声科技(02018)跌2.44%，舜宇光学科技(02382)跌1.93%，丘钛科技(01478)跌1.00%，东江集团控股(02283)跌0.55%美银证券发布最新研报指出，尽管从技术角度来看，美国具备足够劳动力完成iPhone的最终组装，但全面转移产线回美的现实操作难度极高，且成本代价巨大。美银估算，仅将iPhone的最终组装环节转移至美国，成本就将上升25%，若叠加对等关税，总成本或飙升91%，严重挤压苹果利润空间。因此，分析师明确表示，除非新关税长期存在且不可逆转，否则苹果不太可能大规模将生产线迁回美国本土。
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