金吾财讯 | 据外媒报道，苹果(AAPL)承诺未来四年在美国投资逾5,000亿美元，包括计划招聘2万名员工、在德克萨斯州建立新的服务器工厂等。作为交换，美国总统特朗普同意免除苹果由中国进口产品的关税。
中信里昂报告指出，上述协议意味着苹果在特朗普第二任期内，采取了通过大规模投资获取政策利益的策略。回顾特朗普上一任总统任期，苹果当时承诺在美国投资 4300 亿美元，并且保留了德州的 Mac Pro 生产线，凭借这些举措成功让 iPhone 避免被征收关税。该行认为，相关消息或许能够减轻投资者对于苹果供应链，特别是中国 iPhone 供应商的担忧情绪。潜在受益者包括瑞声科技(02018)、比亚迪电子(00285)、高伟电子(01415)、歌尔股份 (002241.SZ)、立讯精密 (002475.SZ)、东山精密 (002384.SZ)、舜宇光学科技(02382) 以及工业富联 (601138.SH) 。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.