智通财经APP获悉,摩根士丹利发布研报称,受美国征收关税影响,代工生产商(OEM)在采购多样化及生产基地方面所做的努力意义不大,因为大部分OEM拥有大量产能的国家(如越南等),目前对其出口产品征收额外关税,预计会对OEM的运营构成压力,因为短期内无法将订单转移以避免关税的影响。该行预期,虽然各国可能开始积极与美国政府展开对话以寻求加征关税的解决方案,但相信仍需对不同情景下对OEM的财务影响进行量化...
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