智通财经APP获悉，苹果概念全线暴跌，截至发稿，高伟电子(01415)跌35.74%，报16港元；丘钛科技(01478)跌21.76%，报5.5港元；比亚迪电子(00285)跌17.52%，报30.6港元；舜宇光学(02382)跌17.16%，报57.7港元；富智康集团(02038)跌12.36%，报0.78港元。
消息面上，特朗普对等关税政策重创苹果公司供应链，苹果股价上周四和周五累计下跌约14%，今年迄今下跌约25%。根据大摩测算，对华加征关税将使苹果公司每年增加约85亿美元的成本。分析人士指出，如果苹果公司将关税成本全部转嫁给消费者，iPhone 16 Pro Max的在美零售价将从现在的1599美元上涨到2300美元(约合16750元人民币)。
值得注意的是，特朗普此前表示，不会再像第一任期那样给予苹果豁免。天风国际分析师郭明𫓹表示，“截至数小时前，根据对美系消费电子与AI芯片大厂相关供应链的产业调查，尚未听到关税豁免相关讯息。我不是关税法专家，但如果现在就能豁免对等关税，那排队找白宫协商的人应该会少很多。这对特朗普总统现在的谈判议价力有利与否，可自行判断。”
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.