港股異動丨蘋果概念股強勢,瑞聲升超4%,美銀指新關税政策對蘋果的潛在影響可控
蘋果概念股強勢拉昇,其中,高偉電子大升超8%表現最佳,舜宇光學升超7%,比亞迪電子、瑞聲科技升超4%,丘鈦科技、偉仕佳傑升超2%。消息上,美銀證券發表報吿指出,美國對中國進口商品加徵10%關税,而在上一輪的關税週期中,蘋果的iPhone獲得豁免,目前尚不清楚這次能否再次獲得豁免,但相信對蘋果的潛在影響可控。該行考慮到蘋果的現金流穩定、盈利具韌性,維持原有預期不變。市場分析機構Canalys發文稱,2024年全球智能手機市場增長7%,達到12.2億部,實現了在連續兩年下滑後的反彈。蘋果憑藉新興市場的增長以及北美和歐洲的穩定表現,成功抵消了其在中國大陸市場的挑戰,連續第二年穩守市場榜首。(格隆匯)

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