Galaxy Securities: Bullish on Apple Chain Listed Companies Affected by Short-Term Tariff Policies.

Galaxy Securities believes that the current easing of tariffs is beneficial for electronics industry companies to directly export to the United States, reducing the costs brought by transit trade. At the same time, it also provides a strategic window for domestic consumer electronics companies to export their industries. It is optimistic about Apple's chain-listed companies affected by short-term tariff policies, as well as leading domestic passive component manufacturers, and it is optimistic about AI driving consumer electronics upgrades and the development of related terminal hardware.