《大行》大摩:美國對日本對關稅降至15% 關注汽車業與5,500億美元投資承擔具體細節
摩根士丹利發表報告,就美國總統特朗普宣布,日本與美國達成貿易協議,美國對日本將實施15%的對等關稅。日本將在美國投資5,500億美元。目前日本官方尚未發表聲明,尚不清楚15%的關稅是否涵蓋關鍵的汽車行業,但《NHK》新聞社剛剛報道稱確實如此,亦不清楚5,500億美元的投資承諾是來自官方的新資金,還是日本企業已宣布投資的總和。
該行指,日圓匯價走強,日股期貨上漲約2%,意味著東證指數開盤應接近該行設定的2,900點目標。該行認為這是審慎看漲的正確反應,值得注意的是,南韓股市也因預期達成類似協議而開盤走高。
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