智通财经APP获悉，苹果概念股早盘普涨，截至发稿，丘钛科技(01478)涨4.34%，报8.65港元；高伟电子(01415)涨3.93%，报2.91港元；舜宇光学(02382)涨2.07%，报68.95港元；瑞声科技(02018)涨0.63%，报40.15港元。
消息面上，美国总统特朗普周三表示，美国与越南达成贸易协议，将对从越南进口的商品征收20%的关税。特朗普还称，对于所谓“转口贸易”。越南商品将面临更高的40%关税。据AppleInsider报道，iPad、AirPods等越南产苹果产品进口成本将显著增加。
公开资料显示，目前A股苹果供应链公司在越南投资设厂的有立讯精密、歌尔股份、裕同科技等。立讯精密股管理层此前表示，除非越南的关税比其他国家地区高很多，否则消费电子过去多年大部分在越南的产能再转移出去的可能性很小。申港证券指出，随着下半年新品发布等事件催化，消费电子和果链有望减缓此前经贸关系影响等压制因素迎来修复行情。
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