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15/05/2025
Fed's Daly: Given the uncertainty, any guidance on policy would be speculative and wrong.
Latest
3 m ago
Galaxy Securities: Bullish on Apple Chain Listed Companies Affected by Short-Term Tariff Policies.
3 m ago
Galaxy Securities believes that the temporary easing of the current tariff policies is beneficial for electronic industry-related companies as it reduces the cost of direct exports to the United States and also provides a window of opportunity for domestic consumer electronics companies to export their products. They are optimistic about the impact of short-term tariff policies on listed companies in the Apple supply chain and top domestic passive component manufacturers, as well as the development of AI-driven consumer electronics upgrades and related terminal hardware.
3 m ago
Counterpoint Research stated on Wednesday that the shipment volume of smartphones in the United States in March surged by 30% because manufacturers such as Apple, Samsung Electronics, and Motorola anticipated high import tariffs being imposed by the United States and rushed to bring more phones into the country. Media reports last month indicated that in March alone, Apple air-shipped $2 billion worth of iPhones from India to meet the sharp increase in demand. The surge in shipment volume reflects companies' efforts to avoid high tariffs. If tariffs result in price increases, it could erode profits or suppress demand for smartphones.
3 m ago
Report: Tariff concerns ferment, U.S. smartphone shipments surge by 30% in March.
3 m ago
Huatai Securities: Recent sector catalysts are intensifying, continue to recommend the solid-state battery industry chain.
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