智通财经APP获悉，在隔夜召开的财报电话会上，苹果(APPL.US)CEO蒂姆·库克指出4-6月季度，关税影响9亿美金(3.6%净利润)，大部分销售美国的产品会从印度和越南出货，进展快于预期，但拒绝评论7-9月的影响。华泰证券科技分析师认为，考虑到印度仍然缺乏首发量产能力，如果现在的关税持续，预计9月发布的iphone 17仍然初期任然需要从中国发货，因此对7-9月的影响会几倍于9亿美金。
库克预估，关税将导致公司第三财季（4-6月）将额外增加9亿美元，约合65.4亿元人民币的成本。但拒绝透露是否会涨价，或者是否把成本转嫁给消费者。华泰证券认为，可以从以下四个方面关注投资机会：
一，买入印度相关产业链，享受结构性收益，如Dixon(当前市盈率约70倍)。二，买入股价大幅回调，但短期很难被替代的国内产业链，如瑞声科技。三，买入A股上市的台资企业，如工业富联。四， 关注工银和宏利印度ETF、贝莱德India ETF等相关基金。
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