【4 月 7 日,大和发表研报】大和指出,美国宣布对多数存在贸易逆差的国家实施高于预期的报复性关税,其中对越南及柬埔寨分别实施 46%及 49%的报复性关税,这两国是申洲国际所有海外业务的基地。大多数主要中国原始设备制造商在上周四(3 日)股价下跌 13%至 23%,但大和认为申洲国际股价下跌或因过度卖出,因其 2024 财年仅 16%的收入来自美国,远低于上市同业。大和将申洲国际 2025 至 ...
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