智通财经APP获悉，苹果概念股尾盘涨幅扩大，截至发稿，高伟电子(01415)涨18.91%，报26.1港元；舜宇光学(02382)涨16.3%，报74.9港元；瑞声科技(02018)涨16.05%，报46.25港元；比亚迪电子(00285)涨14.39%，报38.15港元；丘钛科技(01478)涨13.91%，报7.37港元。
消息面上，中美发表联合声明互相削减关税，建立机制持续磋商。其中，美方保留加征剩余10%的关税，取消或暂停其它加征关税；中国将相应修改对美国商品加征的从价关税。信达证券此前指出，自关税政策颁布以来，国内消费电子优质个股大幅回调，目前估值已显露较大空间。此外，关税政策持续恶化的可能性也在不断缩小，但目前仍需观察越南、印度、新加坡、墨西哥等地的关税政策变化。总体看，该行认为如果后续关税没有非理性发展，则行业整体估值修复的可能性较大。
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