大行評級|花旗:今次關稅對股價影響或比上次更長 偏好內需及服務業板塊
花旗發表研究報告指,由於今次美國特朗普政府提高關稅和受影響產品範圍比上一輪更深及更廣,今次對股價的影響或維持更長的時間,其他國家的反應亦會影響到實際時間長短。在該行其覆蓋的股份範圍之中,對美國提高關稅最敏感的內地公司主要爲基建、機械、太陽能設備、硬件以及服裝與鞋類。而在內地股票之中,該行偏好內需及服務業板塊,並將華能國際取代ASMPT成爲其H股“買入”首選。
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