《大行》花旗:蘋果供應鏈情緒有所改善 偏好受惠摺疊iPhone個股
花旗表示,據《路透》報道,特朗普總統將對進口半導體晶片徵收100%關稅,但豁免已承諾並正在美國建設產能的企業。與此同時,蘋果公司(AAPL.US)宣布新增1,000億美元的美國投資計劃,加速未來四年在美總投資至6,000億美元,並推出「美國製造計劃」(AMP),旨在將更多供應鏈及先進製造能力遷回美國。該行認為蘋果有望獲得晶片關稅豁免。
配合美國對印度商品加徵25%關稅,中國蘋果供應鏈情緒有所改善。在iPhone新機發布前,隨著不確定性消除,相關個股可能出現正面反應。該行偏好受惠於摺疊iPhone的個股,如藍思科技(06613.HK)(300433.SZ)、東山精密(002384.SZ),其次為iPhone零件市場份額提升的企業,如瑞聲科技(02018.HK)、高偉電子(01415.HK)、立訊精密(002475.SZ)。
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