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.HK) 因在美国的智能手机/汽车收入占比有限，受影响较小。更广泛的影响是，美国消费者的需求可能因价格上涨而受到负面冲击。总体而言，该行预计科技产业在短期内将出现负面反应，该行将在此次产业链公司股价调整后寻找一些优质标的。该行看好的股票包括小米、瑞声科技(02018.HK) 、舜宇光学(02382.HK) 、比亚迪电子(00285.HK) 和丘钛科技(01478.HK) 。(ad/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-04-07 12:25。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)
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