《大行》花旗:美越達貿易協議 利好創科(00669.HK)
花旗發表報告,據《CNBC》報道,特朗普宣佈美國與越南達成貿易協議。美國將對越南出口至美國的商品徵收20%關稅,對轉口貿易徵收40%關稅。該行認爲這基本符合市場預期。回顧特朗普曾提議對越南進口商品徵收46%的對等關稅。相比之下,美國對越南市場享有免關稅準入。花旗預計美國可能很快與其他東盟國家,如柬埔寨和印尼,敲定關稅法案。此消息將最利好創科實業(00669.HK),因其65%的收入來自美國,但今年近一半美國銷售產品在越南製造。
花旗重申對創科實業、申洲國際(02313.HK)、九興(01836.HK)、晶苑國際(02232.HK)的「買入」評級,以及對浙江鼎力(603338.HK)和泉峯控股(02285.HK)的「沽售」評級。
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