A股开盘，沪指开涨0.33%，深证成指开涨0.92%，创业板指开涨1.55%，纺织制造板块、苹果概念股涨 幅居前。 ...

Group 1 - Apple-related stocks showed strong performance, with Rongyang Industrial (02078.HK) rising over 6% [1] - Weishi Jiajie (00856.HK) increased by more than 5% [1] - Sunny Optical Technology (02382.HK) saw a nearly 4% rise [1] Group 2 - Other companies such as Qiu Tai Technology (01478.HK) and BYD Electronics (00285.HK) also experienced gains [1]

Core Viewpoint - The recent exemption of certain products from "reciprocal tariffs" by the U.S. government has positively impacted Apple-related stocks in both A-shares and Hong Kong markets, indicating a potential recovery opportunity for companies in the Apple supply chain [1][2]. Group 1: Market Reaction - A-shares related to Apple, such as Chaoyang Technology, Ultrasonic Electronics, and Yingtong Communications, saw significant gains, with some hitting the daily limit [1]. - Hong Kong-listed Apple-related stocks also opened strong, with notable increases in shares of companies like Highway Electronics and Sunny Optical Technology [1]. Group 2: Tariff Exemption Details - The U.S. memorandum released on April 12 exempted certain products, including computers, smartphones, semiconductor manufacturing equipment, and integrated circuits, from reciprocal tariffs [1]. - The exemption list includes products from major brands like Apple, Samsung, Lenovo, and Meta, which could alleviate previous market pressures on these companies [1][2]. Group 3: Company Insights - Chaoyang Technology, established in 2005 and listed in 2020, specializes in acoustic products and precision components, and has entered the supply chains of notable brands like Apple and Beats [2]. - Analysts believe that the recent tariff exemption could provide a recovery opportunity for Apple supply chain companies, which had previously experienced significant declines [2]. Group 4: Analyst Perspectives - Huatai Securities suggests that the tariff exemption is beneficial for domestic Apple supply chain and PCB companies, with future focus likely shifting back to overall demand and innovation pace [2]. - Xinda Securities notes that despite uncertainties and potential policy changes, the significant market corrections since the announcement of the tariffs have led to a substantial deviation of stock valuations from fundamentals, indicating a potential recovery opportunity [2].

港股午评：恒指收涨1.8% 苹果概念股修复 金十数据4月10日讯，港股早盘高开后拉升，临近午盘回落涨幅收窄，恒指收涨1.8%，报20628.86点； 科指收涨2.36%，报4800.06点，盘中一度涨超6%。盘面上，消费电子板块领涨，苹果概念股大幅上 升，贵金属板块走高，药明系回暖，农业股回调。个股方面，赤峰黄金(06693.HK)涨近16%，药明合联 (02268.HK)涨近9%，比亚迪电子(00285.HK)、联想集团(00992.HK)涨超6%，紫金矿业(02899.HK)、舜 宇光学科技(02382.HK)涨5.6%，美团(03690.HK)跌超1%。 ...

Market Overview - A-shares and Hong Kong stocks experienced a significant rebound on April 10, with over 5,100 stocks in A-shares rising and the Hang Seng Technology Index increasing by over 6% [1][2] - The Shanghai Composite Index rose by 1.51%, the Shenzhen Component Index by 3.34%, and the ChiNext Index by 4.15% [1] - The trading volume in both markets exceeded 740 billion yuan, indicating strong market activity [1] Key Stock Performances - Notable stocks included Xiaomi Group, Xpeng Motors, and Li Auto, all rising over 7%, while Sunny Optical, BYD Electronics, and Lenovo Group surged over 10% [3][4] - The top gainers in the Hong Kong market included Sunny Optical Technology, BYD Electronics, and Lenovo Group, with increases of 15.85%, 13.75%, and 11.47% respectively [4] Capital Inflows - Southbound capital recorded a historic net inflow of over 35.5 billion HKD, the highest single-day net purchase since the launch of the Hong Kong Stock Connect [4] - Cumulative net inflows from southbound capital into Hong Kong stocks exceeded 573.6 billion HKD since the beginning of the year, marking the highest for the same period historically [4] Market Sentiment and Valuation - Analysts suggest that the recent adjustments have brought Hong Kong's valuation levels back to low points, enhancing the cost-effectiveness of investments [5] - The market's earnings structure is considered favorable, making it sensitive to potential corporate earnings recovery and policy signals [5] Apple-Related Stocks - Apple stocks surged over 15%, positively impacting related stocks in both A-shares and Hong Kong markets, with companies like Huanxu Electronics and Industrial Fulian hitting their daily limits [6][7] - The potential tariff exemptions for Apple, as mentioned by Trump, may further boost investor sentiment [8] Shipping Sector Performance - The shipping sector saw significant gains, with domestic shipping indices rising sharply and several stocks hitting their daily limits [9][10] - In the Hong Kong market, stocks like DTX Shipping and COSCO Shipping Holdings also experienced substantial increases [10] Trade and Tariff Implications - Morgan Stanley highlighted that increased tariffs pose a significant barrier to global trade, adversely affecting the demand fundamentals of the shipping industry [11] - Container shipping companies are particularly vulnerable due to their asset-intensive business models and the direct impact of freight rate fluctuations on their operational leverage [11]