智通财经APP获悉，思摩尔国际(06969)盘中涨超12%，截至发稿，涨9.55%，报11.24港元，成交额3.78亿港元。
消息面上，美国总统特朗普当地时间9日表示，已授权对不采取报复行动的国家实施90天的关税暂停。国金证券此前指出，思摩尔拥有印尼工厂，东南亚国家预计将陆续与美国协商调整，后续关税落地幅度仍有变数；电子烟作为高加价倍率且具有消费粘性的品类，关税可一定程度向终端传导，并且涨价幅度也并不明显；思摩尔作为以技术驱动型的企业在产业链具备较强议价能力。
此外，思摩尔国际一季度实现税后净利润1.92亿元，同比下滑43.4%；期内全面收益总额为2.08亿元，同比下滑32.9%。信达证券则发布研报称，预计Q1收入端平稳，利润承压主要系费用投入同比增加以及税率基数较低。该行指出，公司2024年美国收入占比约37.4%，且该行预计涉美产品均由海外工厂生产发货，公司有望凭借稀缺产能/产品/技术优势平滑关税压力。
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