智通财经APP获悉，苹果概念股反弹，截至发稿，高伟电子(01415)涨6.27%，报17.96港元；富智康集团(02038)涨5.88%，报0.72港元；丘钛科技(01478)涨3.11%，报5.96港元；瑞声科技(02018)涨5%，报34.65港元；舜宇光学(02382)涨2.08%，报56.55港元。
消息面上，据报道，知情人士称，苹果公司计划从印度向美国出口更多iPhone手机，以抵消关税带来的高成本。这些调整是苹果公司试图争取获得特朗普政府关税豁免的权宜之计，该公司首席执行官库克（Tim Cook）在特朗普第一任期内曾获得过此类豁免。上述知情人士称，苹果公司认为，当前形势过于不明朗，因此不会颠覆其在供应链方面的长期投资。
据华泰证券，目前中国大陆仍是苹果手机主要生产基地。根据Barron’s，印度已能够实现包括iPhone 16 Pro在内主要机型的本地化生产，但产能仍然有限。据美国“对等关税”政策，中国大陆和印度分别承担54%和26%关税。即便假设中/印分别供应美国市场50%需求，这仍然会为苹果带来240美元/台关税负担，如果全部转嫁给消费者，或推高苹果手机北美地区售价24%，带来关税负担约160亿美元。
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