智通财经APP获悉，创科实业(00669)再跌超3%，昨日午后一度跌超5%。截至发稿，跌3.27%，报106.5港元，成交额2.31亿港元。
消息面上，市场担忧特朗普当选会加征关税，出口股创科实业连续两日承压。南华期货指出，特朗普当选后，根据他发言释放的信息，他大概率延续“美国优先”的理念，继续推行贸易保护主义政策，如加征关税。这将直接影响中国出口企业的盈利能力和市场份额。
不过，大和发布研报称，相信市场对潜在新关税担忧可能过度，因为创科已分散全球生产布局，根据该行估计，明年中国产能只占其整体产能的三分之一，并相信公司具议价能力，重申“买入”评级。大和下调创科今明两年盈利预测1至2%，基于更务实的利润率扩张预测，将目标价由120港元上调至127港元。
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