《大行》汇丰研究:中国关税对新奥(02688.HK)等LNG进口影响不大 重磅石油股偏好中石油(00857.HK)

阿斯达克财经
06 Feb

美国宣布对中国加征10%关税,汇丰环球研究发表研究报告指,从中国对美国进口石油和天然气的关税不会对中国石油和天然气公司造成太大的忧虑,因为相对于燃料进口的整体市场而言,受影响数量的强度和组合较小且受控的。
该行相信中国关税对新奥(02688.HK) 等LNG进口影响不大,而重磅石油股将受到轻微影响,该行在行业中偏好中石油(00857.HK) ,维持“买入”评级及目标价7.6元。(sl/w)(港股报价延迟最少十五分钟。沽空资料截至 2025-02-05 16:25。)

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