智通财经APP获悉，苹果概念股拉升转涨，截至发稿，高伟电子(01415)涨5.99%，报21.05港元；舜宇光学(02382)涨4.02%，报64.7港元；丘钛科技(01478)涨3.65%，报6.25港元；瑞声科技(02018)涨3.15%，报62港元；比亚迪电子(00285)涨3.06%，报32港元。
消息面上，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，相信不需要直接承担关税额外成本。该行指，目前比亚迪电子、高伟电子、联想集团、瑞声科技等估值被市场低估，中芯国际和舜宇光学则是受美国关税的影响极小，但股价仍也被拖累，相信可为投资者提供了良好入市时机。
当地时间4月9日下午，特朗普表示，已授权对不采取报复行动的国家实施90天的关税暂停。特朗普在讲话中表示，会考虑对部分美国公司豁免关税，苹果作为美国“旗舰企业”之一，被视为豁免的潜在候选。据悉，在特朗普的第一个任期内，库克曾经以与三星的竞争为由，成功为苹果产品争取到了关税豁免权。
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