智通财经APP获悉，创科实业(00669)午后跌超10%，截至发稿，跌9.98%，报74港元，成交额13.3亿港元。
消息面上，特朗普“对等关税”远超市场预期。4月2日美国宣布对中国输美商品征收34%“对等关税”，本轮加征关税后，中国输美商品累计税率达54%。大摩此前曾指出，建议投资者回避29只中国企业股票，认为该批股票面临相当大的关税风险，其中港股包括创科实业。大摩指出，风险最高则是创科实业，有八成收入来自北美三国。摩通大根此前称，关税的复杂性引起了投资者的担忧，特别是考虑到创科实业对美国市场的重大敞口，美国市场在2024年上半年占其收入约75%，而创科的韧性关键在于其在远离中国供应链多元化方面的先行优势，以及可快速调整生产布局的营运弹性。
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