美国宣布部分商品免征“对等关税”，美知名投行分析师答一财：科技巨头可以大松一口气了｜独家

Group 1 - The U.S. Customs and Border Protection (CBP) has updated tariffs, exempting certain technology-related products from "reciprocal tariffs," which includes items like computers, communication devices, and semiconductors [1] - The exemption applies to products that meet specific classification numbers in the U.S. Harmonized Tariff Schedule, benefiting U.S. tech companies affected by previous tariffs [1] - Analyst Dan Ives from Wedbush emphasized that without these exemptions, the U.S. tech industry would regress significantly, impacting the progress of the AI revolution [1] Group 2 - The recent tariff updates are seen as a relief for the tech sector, with expectations for more details on exemptions to emerge soon [2] - Ives has been optimistic about U.S. tech stocks but expressed concerns due to the tariff situation, previously predicting a significant price increase for U.S.-made iPhones [2] - The White House's stance on tariffs and manufacturing in the U.S. has been criticized for underestimating the complexity of Asian supply chains that have supported the U.S. tech industry for decades [2]