智通财经APP获悉，苹果概念股全线重挫，截至发稿，高伟电子(01415)跌10.07%，报27.25港元；舜宇光学(02382)跌7.1%，报69.3港元了；丘钛科技(01478)跌6.49%，报7.2港元；比亚迪电子(00285)跌5.29%，报38.5港元。
消息面上，美国总统特朗普在白宫宣布对贸易伙伴征收对等关税措施。苹果股价在美股盘后一度暴跌7.5%。分析人士表示，由于需要从多个同样受对等关税政策影响的地区采购生产iPhone等消费电子产品所需的核心零部件，苹果不可避免地将遭受更深远的“业绩基本面冲击”。
爱建证券指出，消费电子相关板块受到关税影响最为明显。据联合国贸易数据库、中国海关、美国国际贸易委员会数据，美国40%的进口货物来自中国。其中中国对美国的消费电子出口额达960亿美元。美国政府提高关税，消费电子行业或最易受到影响。
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