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Galaxy Securities: Positive Outlook for Apple Chain Listed Companies Amid Temporary Tariff Relief
2025-05-15 /
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Author：小编
Galaxy Securities notes that the current temporary easing of tariff policies directly bolsters the exports of electronics industry-related companies to the United States, mitigates the costs associated with entrepot trade, and presents a favorable opportunity for domestic consumer electronics firms to expand their export footprint. This adjustment in short-term tariff policies is advantageous for listed companies within the Apple supply chain, as well as leading domestic passive component manufacturers. Furthermore, Galaxy Securities remains optimistic about the demand for consumer electronics replacements and the advancement of related terminal hardware spurred by AI technology.
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