里昂:美国关税令苹果供应商利润率受压 联想集团等估值被低估

智通财经
10 Apr

该行认为,目前比亚迪电子(00285)、高伟电子(01415)、联想集团(00992)、瑞声科技(02018)和立讯精密(002475.SZ)估值被市场低估,中芯国际(00981)和舜宇光学科技(02382)则是受美国关税的影响极小。里昂发布研报称,美国关税除影响苹果产品的运输,导致零售价上涨外,苹果供应商的利润率亦可能因营运杠杆下降而受压,但考虑到苹果供应商的利润率已经处于较低水平,相信不需要...

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