智通财经APP获悉，手机产业链全线重挫，截至发稿，比亚迪电子(00285)跌12.05%，报49.25港元；舜宇光学(02382)跌8.04%，报86.35港元；高伟电子(01415)跌6.88%，报29.8港元；丘钛科技(01478)跌6.49%，报7.06港元。
消息面上，美国东部时间2月27日，美方威胁将于3月4日起以芬太尼为由对中国输美产品再加征10%关税。界面新闻此前报道称，苹果承诺未来四年在美国投资逾5000亿美元，或为对冲关税风险。里昂认为，相关消息或能缓解投资者对苹果供应链，尤其是中国iPhone供应商的担忧。
此外，苹果此前公布，第一季度iPhone销售额为691.4亿美元，低于市场预期的710.3亿美元；中国市场销售额同比下降11.1%。招银国际指出，由于2024年秋季发布的iPhone 16基础机型需求低于预期，2025年上半年iPhone系列将面临压力。但预计2025年春季新款iPhone的销量将超过2000万台，有助于缓解iPhone 16系列的疲弱表现。
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.