中国货进口势减，美企盈利堪忧
据信报，美国对等关税对多国延迟90日执行，却紧咬中国不放。环球贸易格局如何发展暂无从预测，单单中国对美国出口减少，已将令美国企业迎来“大考”。如下图所见，中国对美出口额与滞后一年的标指每股盈利(EPS)按年变幅存偏高密切性，统计两者近10年相关系数达到0.65水平，代表两大经济体贸易向淡，美企随后盈利亦容易受创。
彭博资料显示，中国今年2月份出口美国金额为277.64亿美元，比去年同期的313.27亿美元，急跌11.37%，因近日关税恐等于切割两国商贸，估算该数字较后时间或呈断崖式下挫，预告美企盈利前景在未来一年都难望有理想表现，股市下行机会大增。
事实上，美国大型企业频传负面消息。据报因应关税，网上零售商亚马逊已暂停向中国及亚洲国家采购部分货品；至于沃尔玛则调低首季盈利预测。中美贸易战拖得愈久，美企盈利能力所承受的压力将愈长。
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