A股異動丨消費電子概念股盤初大升 朝陽科技、瀛通通訊升停
受美國對等關税豁免影響,消費電子股盤初大升,其中,朝陽科技、瀛通通訊、科森科技升停,傑美特升超10%,歌爾股份、藍思科技、工業富聯等行業龍頭齊升。消息面上,美國4月11日公佈相關備忘錄,豁免計算機、智能手機、半導體制造設備、集成電路等部分產品的“對等關税”。中金公司認為,特朗普政府對半導體及部分電子消費產品關税進行豁免,這是此前已有半導體豁免規則的細化與落地,且是針對“對等關税”框架下的豁免,並不意味着完全“零關税”。這些豁免能讓消費電子產品、人工智能及其相關產業鏈“緩一口氣”,但未來也要關注美國或以國家安全為由對半導體加徵關税,以及相關產業鏈在高關税下的轉移。(格隆匯)

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