神州泰嶽(300002.SZ):目前美國現行關税政策對我司沒有直接影響
格隆匯4月7日丨神州泰嶽(300002.SZ)在投資者互動平台表示,公司長期根植於數字經濟領域,手遊和雲服務等數字服務業務在全球穩健發展。基於美國現行關税政策框架,數字服務貿易具有顯著的特殊性:中國遊戲企業通過App Store、Google Play及Steam等國際主流平台向美國用户提供的數字內容服務(含遊戲下載及應用內購買),以及中國企業為跨境企業提供雲服務等非傳統貨物服務,屬於“跨境提供的數字服務”,該類別不屬於美國關税政策中的應税標的。因而,目前美國現行關税政策對我司沒有直接影響。美元升值可能給公司帶來匯兑收益,但公司同時秉持“風險中性”管理理念,使用套期保值等工具來降低匯率雙向波動對公司業績的影響。
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