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【中泰电子】中美4月以来加征关税降低至10%,前期受损标的大幅反弹

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资讯解析

行业:
电子
标的:
立讯精密 蓝思科技 歌尔股份 鹏鼎控股 水晶光电 领益智造 东山精密 高伟电子 舜宇光学科技 瑞声科技 华勤技术 胜宏科技 沪电股份 景旺电子 生益电子 深南电路 生益科技 工业富联 江海股份 联想集团
标签:
关税下调 估值修复 果链 服务器 出口受益 电子制造 消费电子 服务器产业链 中美关税缓和 服务器链 中美经贸关系改善 关税调整
摘要:
中美宣布将4月以来加征的关税从24%降至10%,前期受关税影响的电子制造及消费电子板块标的估值迎来修复性反弹。中泰电子建议重点关注果链、服务器链及品牌企业。
多方:
关税降低直接提升企业利润率,前期超跌标的具备估值修复空间,尤其是业务全球化布局的龙头公司。中美经贸关系缓和有助于稳定产业链预期,科技硬件板块迎来配置窗口。
空方:
10%残余关税仍存成本压力,部分企业产能转移东南亚的替代效应或削弱利好。消费电子需求疲软可能抵消关税改善效果,需警惕反弹后获利回吐。