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大行評級|花旗:美國與越南達成貿易協議 重申對創科實業、申洲國際等“買入”評級

花旗發表報告,據CNBC,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。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,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、九興、晶苑國際的“買入”評級,以及對浙江鼎力和泉峯控股的“沽售”評級。

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