《大行》花旗:关税加速内地工业整合 偏好创科(00669.HK)中车(01766.HK)及国航(00753.HK)等

阿斯达克财经
Feb 05, 2025

花旗报告指,中国宣布一系列反制措施及美国货品关税,回应美国总统特朗普对中国货品加征10%关税。该行指,中国主要出口商对比2018年特朗普关税,大部分已透过把生产基地扩至东盟及其他国家以作好预备。该行预期对中国货额外10%关税将导致工业更快出现整合,因大部分中小企难以承担厂房迁离中国成本。中国亦可能推出更多刺激措施反制关税的负面影响。该行亦预期中国推出更多反制措施。该行偏好创科(00669.HK) ...

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