港股異動丨蘋果概念股繼續大跌 高偉電子一度暴跌超37%
港股蘋果概念股繼續大跌,其中,高偉電子一度暴跌超37%,東江集團控股跌超20%,比亞迪電子、丘鈦科技跌超18%,富智康集團、瑞聲科技、舜宇光學皆大跌超15%。消息上,特朗普的關税閃電戰讓這家iPhone製造商成為華爾街最大的受害者之一,他打擊了蘋果在亞洲所有最大的供應中心,這一激進舉措將影響這家科技巨頭銷售的幾乎所有型號的iPhone、iPad、Mac和配件。Rosenblatt Securities表示,這可能會“炸燬”蘋果,很難想象特朗普會炸燬一個美國偶像,但現實情況確實相當艱難。知名蘋果分析師郭明表示,新關税政策對蘋果無疑是負面影響,但蘋果並非無計可施。在美國市場,新款高階iPhone佔比65-70%,而高階用户相對能接受蘋果升價。此外,蘋果有許多方式可轉嫁關税成本,以降低消費者對升價的負面觀感,如與電信運營商合作提高補貼金額、降低Trade In換購方案折扣等。(格隆匯)

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