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Trump's softened stance towards China boosts Hong Kong stocks with two main lines! Leading fruit chain companies surged over 6%, and tech giants followed suit.
① How significant is the profit elasticity of Apple supply chain companies with respect to tariff exemptions? ② How do Institutions view the future performance of Technology stocks?
Market Update | Apple Supplier stocks are strengthening, BYD Electronics has risen over 4%, and Trump's tariff policy is expected to ease; Institutions say the Industry Chain will continue to operate steadily.
In terms of news, USA President Trump spoke publicly on Tuesday local time, acknowledging that the current tariffs on imported Commodities from China are too high, and it is expected that the tax rate will be significantly reduced.
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[Brokerage Focus] China International Capital Corporation: Consumer Electronics are disrupted by short-term policy changes but do not alter the long-term solid position as a manufacturing center.
Jinwu Finance | China International Capital Corporation issued a research report stating that Consumer Electronics are disturbed by short-term policy changes, while the mid-term global capacity layout disperses risks, and the long-term manufacturing center position remains solid. According to the General Administration of Customs, in 2024, China's exports of electronic products related to the USA (mobile phones + laptops + tablets + communication audio-visual equipment and components + data processing equipment and components) are estimated to be 787.5 billion yuan. Focusing on the Apple supply chain, the bank estimates that Apple's sales exposure in the USA is about 30%-40%. The bank believes that short-term tariff policy changes will cause disturbances, but considering the mid-to-long term global capacity layout dispersion and the business essence at the industry level as well as corporate core competitiveness, Consumer.
