Lates News

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.