港股异动 | 手机产业链全线重挫美国关税威胁冲击供应链一季度iPhone销售未达预期

智通财经2025-02-28

智通财经APP获悉，手机产业链全线重挫，截至发稿，比亚迪电子(00285)跌12.05%，报49.25港元；舜宇光学(02382)跌8.04%，报86.35港元；高伟电子(01415)跌6.88%，报29.8港元；丘钛科技(01478)跌6.49%，报7.06港元。消息面上，美国东部时间2月27日，美方威胁将于3月4日起以芬太尼为由对中国输美产品再加征10%关税。界面新闻此前报道称，苹果承诺未来...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2514031362?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-02-28 14:54","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2514031362","market":"hk","top_or_hot":-1,"title":"港股异动 | 手机产业链全线重挫 美国关税威胁冲击供应链 一季度iPhone销售未达预期","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，手机产业链全线重挫，截至发稿，比亚迪电子(00285)跌12.05%，报49.25港元；舜宇光学(02382)跌8.04%，报86.35港元；高伟电子(01415)跌6.88%，报29.8港元；丘钛科技(01478)跌6.49%，报7.06港元。消息面上，美国东部时间2月27日，美方威胁将于3月4日起以芬太尼为由对中国输美产品再加征10%关税。界面新闻此前报道称，苹果承诺未来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1256049.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股异动 | 手机产业链全线重挫 美国关税威胁冲击供应链 一季度iPhone销售未达预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股异动 | 手机产业链全线重挫 美国关税威胁冲击供应链 一季度iPhone销售未达预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-28 14:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1256049.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，手机产业链全线重挫，截至发稿，比亚迪电子(00285)跌12.05%，报49.25港元；舜宇光学(02382)跌8.04%，报86.35港元；高伟电子(01415)跌6.88%，报29.8港元；丘钛科技(01478)跌6.49%，报7.06港元。消息面上，美国东部时间2月27日，美方威胁将于3月4日起以芬太尼为由对中国输美产品再加征10%关税。界面新闻此前报道称，苹果承诺未来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1256049.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BKDWB100.SGD","symbol_name":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1256049.html","article_id":"2514031362","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2514031362","pubTimestamp":1740725658,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"里昂认为，相关消息或能缓解投资者对苹果供应链，尤其是中国iPhone供应商的担忧。此外，苹果此前公布，第一季度iPhone销售额为691.4亿美元，低于市场预期的710.3亿美元；中国市场销售额同比下降11.1%。招银国际指出，由于2024年秋季发布的iPhone 16基础机型需求低于预期，2025年上半年iPhone系列将面临压力。但预计2025年春季新款iPhone的销量将超过2000万台，有助于缓解iPhone 16系列的疲弱表现。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","01478":"丘钛科技","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","BK1096":"消费电子产品","LU1046421795.USD":"富达环球科技A-ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","MACW.SI":"APPLE 3xLongSG261006","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK1589":"北水核心资产","BK4588":"碎股","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","01415":"高伟电子","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","AAPL":"苹果","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1831875114.USD":"SCHRODER ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4579":"人工智能","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","00285":"比亚迪电子","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","02382":"舜宇光学科技","BK4585":"ETF&股票定投概念","BK1540":"电池","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC"},"translate_title":"Hong Kong stocks changed, the mobile phone industry chain plummeted across the board, the threat of US tariffs impacted the supply chain, iPhone sales missed expectations in the first quarter","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1,"00285":0.9,"01478":0.9,"02382":0.9,"MACW.SI":0.6,"01415":0.9},"content_text":"智通财经APP获悉，手机产业链全线重挫，截至发稿，比亚迪电子(00285)跌12.05%，报49.25港元；舜宇光学(02382)跌8.04%，报86.35港元；高伟电子(01415)跌6.88%，报29.8港元；丘钛科技(01478)跌6.49%，报7.06港元。消息面上，美国东部时间2月27日，美方威胁将于3月4日起以芬太尼为由对中国输美产品再加征10%关税。界面新闻此前报道称，苹果承诺未来四年在美国投资逾5000亿美元，或为对冲关税风险。里昂认为，相关消息或能缓解投资者对苹果供应链，尤其是中国iPhone供应商的担忧。此外，苹果此前公布，第一季度iPhone销售额为691.4亿美元，低于市场预期的710.3亿美元；中国市场销售额同比下降11.1%。招银国际指出，由于2024年秋季发布的iPhone 16基础机型需求低于预期，2025年上半年iPhone系列将面临压力。但预计2025年春季新款iPhone的销量将超过2000万台，有助于缓解iPhone 16系列的疲弱表现。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2514031362","isCrawlerRequest":true}

港股异动 | 手机产业链全线重挫 美国关税威胁冲击供应链 一季度iPhone销售未达预期

精彩评论

港股异动 | 手机产业链全线重挫美国关税威胁冲击供应链一季度iPhone销售未达预期