智通财经APP获悉，继昨日高开低走后，苹果概念股今早集体承压，截至发稿，丘钛科技(01478)跌3.19%，报6.06港元；比亚迪电子(00285)跌2.65%，报33.05港元；舜宇光学(02382)跌2.06%，报64.3港元；高伟电子(01415)跌1.89%，报20.8港元。
消息面上，美国海关与边境保护局此前宣布，联邦政府已同意对智能手机、电脑、芯片等电子产品免除所谓“对等关税”。海关与边境保护局发布的文件显示，这些产品被排除在政府对贸易伙伴实施的所谓“对等关税”之外。文件显示，豁免的产品适用于4月5日以后进入美国的电子产品，已经支付的“对等关税”可以寻求退款。中金指出，消费电子产品普遍获得豁免，让苹果等产业链在海外的美国跨国公司以及AI相关产品“缓了一口气”。
然而，特朗普13日坚称，这些产品“不存在关税‘例外’”，称它们仍然在“不同的关税‘桶’中被征收20%的关税”。报道称，这种豁免可能是短暂的，一些获得豁免的消费电子产品即将被征收特定行业关税，被认为对美国国防网络至关重要的商品将被征收这一关税。
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