美国总统特朗普落实对中国、墨西哥和加拿大加征关税，摩根士丹利近日发表报告，料美国未来或提高更广泛的关税，调查行业可能针对半导体、制药和金属，该行重申对中国内地、台湾地区及韩国半导体和硬件行业持谨慎态度。
该行列出美加税下关税下潜在受负面影响的股票：
港股│出口北美市场占收入│转移关税能力
瑞声科技(02018.HK) │58%│低
比亚迪电子(00285.HK) │50%│低
ASMPT(00522.HK) │14%│中等
其他地区股份
中际旭创(300308.SZ)
歌尔股份(002241.SZ)
纬颖(6669.TW)
水晶光电(002273.SZ)
新易盛(300502.SZ)
巴西Embraer S.A.(ERJ.N)
墨西哥BECLE SAB de CV(CUERVO.MX)
韩国SK海力士(000660.KS)
天孚通信(300394.SZ)
大立光(3008.TW)
立讯精密(002475.SZ)
日本久保田(6326.T)
奇𬭎科技(3017.TW)
LG Electronics(066570.KS)
浙江鼎力(603338.SH)
蓝思科技(300433.SZ)
日本Yamaha Motor(7272.T)
韩国三星电子(005930.KS)
韩国LG Chem(051910.KS)
欧菲光(002456.SZ)
日本安川电机(6506.T)
日本日立建机(6305.T)
环球晶(6488.TW)
韩国LG Energy Solution(373220.KS)
日本牧田(6586.T)
日本天田株式会社(6113.T)
京东方A (000725.SZ)
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(港股报价延迟最少十五分钟。沽空资料截至 2025-02-03 12:25。) (A股报价延迟最少十五分钟。)
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