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港股異動丨蘋果概念股拉昇 舜宇光學漲近7% 瑞聲科技漲超2%

蘋果概念股盤初拉昇明顯,其中,舜宇光學漲近7%領銜,比亞迪電子漲超5%,丘鈦科技漲近4%,瑞聲科技、高偉電子、通達集團漲超2%。消息上,日前,美國與越南達成貿易協議,將對從越南進口的商品徵收20%的關稅。特朗普還稱,對於所謂“轉口貿易”。越南商品將面臨更高的40%關稅。據AppleInsider消息,iPad、AirPods等越南產蘋果產品進口成本將顯著增加。申港證券指出,隨着下半年新品發佈等事件催化,消費電子和果鏈有望減緩此前經貿關係影響等壓制因素迎來修復行情。另外,據Canalys預測,2025年,補貼政策將推動中國智能手機市場出貨量增長,出貨量預計超過2.9億部。(格隆匯)

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