智通财经APP获悉，出口股早盘普遍承压，截至发稿，创科实业(00669)跌5.12%，报72.3港元；申洲国际(02313)跌3.57%，报47.3港元。
消息面上，特朗普关税政策持续扰动市场。据报道，根据白宫4月10日发布的一项行政命令，美国对中国产品征收的额外关税现已达到 145%。花旗此前指出，创科实业等公司有40%至50%利润来自美国。此外，星展发布研报称，预期申洲国际体育及休闲服装订单增长将因不确定上升而放缓，因品牌营运商或在关税变化及宏观环境不确定性下更为保守。申洲的东南亚及中国产能占比分别约为65%及35%。该行又指，在引入美国对等关税下，预期市场反应负面，或推动需求转弱。
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