中信证券研报认为232半导体关税的加征对国内半导体企业而言影响极其有限(对美敞口小)反而强化了本土化生产的必要性。对于苹

智通财经
Aug 09
中信证券研报认为232半导体关税的加征对国内半导体企业而言影响极其有限(对美敞口小)反而强化了本土化生产的必要性。对于苹果产业链和海外算力链由于特朗普表示承诺在美制造的公司将获得豁免而苹果、英伟达等前期都已作出投资承诺若相关企业获得豁免或带来一定的市场情绪修复。

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