金吾财讯 | 消费电子概念股跌幅居前，截至发稿，鸿腾精密(06088)跌6.84%，高伟电子(01415)跌4.93%，舜宇光学科技(02382)跌4.55%，瑞声科技(02018)跌4.30%，蓝思科技(06613)跌3.84%，伟仕佳杰(00856)跌3.66%，比亚迪电子(00285)跌3.28%。消息面上，日前，特朗普对中国出口宣布增收100%的关税，并进一步加强软件科技出口禁运。如是，美国对中国出口关税将高达130%，略低于四月时的145%的关税。中金公司表示，整体看，基于目前信息初步判断，该机构认为本轮事件对A股的冲击预计将弱于4月初时期：一方面，当时4月初市场计入了剧烈、快速调整预期；另一方面，中国在当时展现出的快速、有效应对，有望降低投资者对后续类似冲击的担忧。短期看，此次突发事件或对风险偏好带来影响，加大或延长8月底以来的市场调整幅度和持续时间。
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