《大行》花旗:特朗普關稅對服裝或鞋履業務影響較大 看好創科(00669.HK)及申洲(02313.HK)等
美國總統特朗普就關稅政策致函包括日本和南韓在內的14個國家,公佈將徵收25%至40%的新關稅,並進一步延長對等關稅實施日期到8月1日。花旗發表研究報告指,關稅對服裝或鞋履業務的影響較大,因爲該些業務在東盟擁有重要的生產設施。
不過,該行相信關稅通常會因應持續談判而進行調整。在中國出口商中,該行看好創科實業(00669.HK)、申洲國際(02313.HK)、九興控股(01836.HIK)、晶苑國際(02232.HK),但予浙江鼎力(603338.SH)和泉峯控股(02285.HK)「沽售」評級。
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