智通财经APP获悉，特朗普关税态度反转，服饰股今日明显反弹。截至发稿，晶苑国际(02232)涨15.54%，报4.61港元；裕元集团(00551)涨8.05%，报11.28港元；九兴控股(01836)涨6.21%，报14.36港元；申洲国际(02313)涨4.16%，报48.8港元。
消息面上，美国总统特朗普当地时间9日表示，已授权对不采取报复行动的国家实施90天的关税暂停。中信证券认为，纺服OEM组织大规模员工高效生产、配合客户进行产品开发、提供稳定的产品交期和品质的能力依然稀缺，同时本轮关税扰动将进一步加速中小产能出清，龙头代工厂长期有望延续份额提升。摩根士丹利此前研报指出，对于服装类的OEM，该行看好申洲国际的高利润，且相对于其他OEM，其对美国市场的收入敞口较低，其次看好晶苑国际。而对于鞋类OEM，该行依次看好九兴控股及裕元。
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