《大行報告》匯豐研究列出兩組或受益於東盟供應鏈多元化中國股票 包括瑞聲(02018.HK)
美國總統拜登在上月正式宣布啟動「印太經濟框架」(IPEF),首批成員國約佔世界經濟的40%。匯豐研究列出兩組或受益於東盟供應鏈多元化中國股票,包括首組10隻涉及東盟電子、太陽能和電動汽車供應鏈的股票,包括瑞聲(02018.HK),及15家可能受益於全球供應鏈多元化的中國製造公司。
匯豐研究認為,印太經濟框架可能使該區內供應鏈多樣化,但中國已經是東盟其中一個最大的投資者,仍可因此受益再增長更多。
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