花旗表示，美国总统特朗普将对进口半导体芯片征收100%关税，但豁免已承诺并正在美国建设产能的企业。与此同时，苹果公司宣布新增1000亿美元的美国投资计划，加速未来四年在美总投资至6000亿美元，并推出美国制造计划(AMP)，旨在将更多供应链及先进制造能力迁回美国。该行认为苹果有望获得芯片关税豁免。 配合美国对印度商品加征25%关税，中国苹果供应链情绪有所改善。在iPhone新机发布前，随着不确定性消除，相关个股可能出现正面反应。该行偏好受惠于折叠iPhone的个股，如蓝思科技、东山精密，其次为iPhone零件市场份额提升的企业，如瑞声科技、高伟电子、立讯精密。
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