招银国际发表报告，指本港时间上周四(4月3日)，美国总统宣布对所有进口商品征收10%的关税，并对60个国家征收额外的对等关税(中国34%、越南46%、印度26%、欧盟20%)。总体而言，该行认为新关税的规模和速度超出市场预期。对于品牌而言，该行预计苹果(AAPL.US) 将受到最大影响，因为其在美国的销售占比超过40%，且iPhone在中国/印度的产量也超过40%；相比之下，小米-W(01810...
Source Link招银国际发表报告，指本港时间上周四(4月3日)，美国总统宣布对所有进口商品征收10%的关税，并对60个国家征收额外的对等关税(中国34%、越南46%、印度26%、欧盟20%)。总体而言，该行认为新关税的规模和速度超出市场预期。对于品牌而言，该行预计苹果(AAPL.US) 将受到最大影响，因为其在美国的销售占比超过40%，且iPhone在中国/印度的产量也超过40%；相比之下，小米-W(01810...
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