苹果盘前跌超3% 机构指将产业链迁回美国成本过高 大部分零部件仍需全球采买

金吾资讯
10 Apr

金吾财讯 | 苹果(AAPL)盘前跌超3%,截至发稿,报191美元。消息面上,美银证券发布最新研报指出,尽管从技术角度来看,美国具备足够劳动力完成iPhone的最终组装,但全面转移产线回美的现实操作难度极高,且成本代价巨大。美银估算,仅将iPhone的最终组装环节转移至美国,成本就将上升25%,若叠加对等关税,总成本或飙升91%,严重挤压苹果利润空间。因此,分析师明确表示,除非新关税长期存在且...

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