智通财经APP获悉，创科实业(00669)续跌超3%，当前股价较年内高点已跌超35%。截至发稿，跌3.11%，报71.6港元，成交额6.24亿港元。
消息面上，特朗普对等关税的幅度超出市场预期。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。
花旗则指出，创科实业等公司有40%至50%利润来自美国。花旗此前研报表示，创科实业去年营业额创历史新高，与市场共识和该行的预测基本一致。不过，关税问题仍然是股价的情绪拖累因素。
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