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《大行報告》瑞信:若香港失去獨立關稅區地位 地產或最受影響
阿思達克 05-29 11:01
瑞信發表研究報告指,美國國務卿蓬佩奧在5月27日於國會上指,香港不再是中國的自治區,此舉為美國總統特朗普在周五舉行記者會公布一些決定埋下伏線。即時採取的行動或針對一些被認為是破壞香港自治的人,或會面臨資產凍結及簽證限制。若特朗普發布執行命令以停止香港的特殊地位,香港將失去更多有利的待遇,例如零關稅。

這將會對一些板塊及企業帶來直接影響。在該行的覆蓋下,香港地產股或最受影響。長遠而言,香港作為國際商業及金融中心的地位可能會被削弱。除了失去優惠的待遇之外,信心動搖或會觸發企業搬遷及資金外流。如果此情況真的發生,會對更多板塊帶來影響,包括保險。

該行認為,隨著中美的爭端升級,今年將會看到更多的不確定性,投資者需預期未來的市場波動加劇。

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