关税大消息！这一概念，大涨

中国基金报2025-08-07

【导读】花旗认为，苹果有望获得芯片关税豁免，苹果概念股受提振见习记者储是8月7日，港股震荡收涨。截至收盘，恒生指数上涨0.69%，报收于25081.63点；恒生科技指数上涨0.26%，报收于5546.73点；恒生国企指数上涨0.55%，报收于8981.73点。盘面上，苹果概念股受提振，博彩、房地产板块继续上涨，医药板块继续承压。曹操出行今日大涨，与其签署虚拟资产战略合作有关。苹果概念股受利好提振...

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This concept soared","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00027":0.61,"02643":0.9},"content_text":"【导读】花旗认为，苹果有望获得芯片关税豁免，苹果概念股受提振见习记者 储是8月7日，港股震荡收涨。截至收盘，恒生指数上涨0.69%，报收于25081.63点；恒生科技指数上涨0.26%，报收于5546.73点；恒生国企指数上涨0.55%，报收于8981.73点。盘面上，苹果概念股受提振，博彩、房地产板块继续上涨，医药板块继续承压。曹操出行今日大涨，与其签署虚拟资产战略合作有关。苹果概念股受利好提振截至收盘，高伟电子涨超9%，舜宇光学科技、丘钛科技和瑞声科技等均上涨。消息面上，美国总统特朗普宣布，将对进口半导体征收100%关税，但豁免“在美国制造”的企业。与此同时，苹果公司宣布新增1000亿美元的美国投资计划，未来四年在美国总投资增至6000亿美元，并推出美国制造计划，旨在将更多供应链及先进制造能力迁回美国。花旗认为，苹果有望获得芯片关税豁免。配合美国对印度商品加征25%关税，中国苹果供应链情绪有所改善。在iPhone新机发布前，随着不确定性消除，相关个股可能出现正面反应。半导体个股也受到提振，华虹半导体、中芯国际分别上涨2.52%、0.76%。博彩股继续上涨截至收盘，中国星集团、金沙中国、澳博控股、银河娱乐分别上涨7.43%、5.01%、4.52%、3.41%。消息面上，澳门7月博彩毛收入达221.25亿澳门元，同比上升19%，创疫情后新高。花旗指出，受益于高端中场需求强劲及8月陈奕迅演唱会等事件驱动，将8月博彩收入预测从200亿澳门元上调至215亿澳门元。地产板块继续修复截至收盘，新世界发展涨超10%，九龙仓置业、中国金茂和新城发展上涨超3%。消息面上，7月以来，核心城市继续优化房地产政策。7月30日，中央政治局召开会议。国盛证券指出，根据本次会议精神，房地产领域后续的政策举措或将重点在于托底，帮助房地产市场保持企稳，政策端包括增加“城市更新”“城中村和危旧城改造”等潜在需求。医药股承压近日，美国总统特朗普在接受媒体采访时表示，最快将于下周公布针对半导体、芯片产品及药品的新关税政策。美国将首先对进口药品征收“小额关税”，并在一年左右的时间内提高税率。医药板块今日继续承压。截至收盘，康方生物、诺城健华、药明巨诺和映恩生物分别下跌8.06%、7.16%、6.82%、6.14%。曹操出行涨超18%今日，曹操出行盘中涨超20%，收涨超18%，自6月25日上市以来涨幅接近40%。消息面上，据曹操出行微信公众号消息，曹操出行8月6日与胜利证券正式签署虚拟资产战略合作备忘录，双方将围绕现实世界资产（RWA）代币化、稳定币支付应用及合规数字货币发行三大方向展开深度合作。编辑：黄梅校对：纪元制作：小茉审核：木鱼版权声明《中国基金报》对本平台所刊载的原创内容享有著作权，未经授权禁止转载，否则将追究法律责任。授权转载合作联系人：于先生（电话：0755-82468670）\n\n\n            今天看啥地址：http://www.jintiankansha.me/t/Ac97U0QKso","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"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":"4.36.2","shortVersion":"4.36.2","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/2557567210","isCrawlerRequest":true}