CITIC Securities Co., Ltd.: The impact of the 232 semiconductor tariff increase on domestic semiconductor companies is extremely limited

華爾街見聞
2025.08.09 11:34
中信證券研報認為，232 半導體關税的加徵對國內半導體企業而言影響極其有限（對美敞口小），反而強化了本土化生產的必要性。對於蘋果產業鏈和海外算力鏈，由於特朗普表示承諾在美製造的公司將獲得豁免，而蘋果、英偉達等前期都已作出投資承諾，若相關企業獲得豁免，或帶來一定的市場情緒修復。
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