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美股異動丨蘋果盤前大跌6.4%,花旗:新關稅或使蘋果毛利率遭受9%的衝擊
特朗普對等關稅公佈,蘋果(AAPL.US)盤前大跌6.4%,報209.49美元。美國總統特朗普4月2日宣佈向所有進口商品徵收10%的全面關稅,對其他被認爲在貿易活動中表現不佳的國家,則徵收更高的稅率。其中,中國被開徵34%關稅,對歐盟徵收20%,向柬埔寨開徵49%關稅,越南被徵46%,泰國徵收36%,向印尼徵收32%。韋德布什全球技術研究主管Dan Ives認爲,特朗普週三推出的大規模關稅措施對市場的影響比預期的要糟糕。“我們將這一系列關稅定性爲‘比市場擔心的最壞情況還要糟糕’。”他補充說,由於關稅的影響,科技股將面臨“重大”壓力,投資者對需求破壞、供應鏈感到焦慮。對於英偉達和其他與供應鏈有重大關係的芯片企業來說,擔心的將是定價和利潤率受到影響,以及這對未來全球供應鏈意味着什麼。蘋果也值得關注,因爲該公司大部分的iPhone生產都是在外國進行的。花旗表示,如果無法轉嫁特朗普新關稅的全部成本,蘋果公司的毛利率可能會受到9%的衝擊,由於蘋果超過90%的製造產能集中在中國,其從中國進口的產品可能面臨累計高達54%的關稅。此外,針對印度進口商品26%的關稅可能進一步拖累毛利率約0.5%。
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