智通财经APP获悉,新秀丽(01910)涨超5%,截至发稿,涨5.06%,报14.96港元,成交额1.02亿港元。
消息面上,贸易战释放缓和信号,据观察者网,特朗普政府正考虑大幅削减对中国进口商品征收的高额关税,在某些情况下削减幅度超过一半。一名白宫高级官员称,美国对华关税可能将降至约50%至65%这一税率区间。据麦格理,由于全球宏观经济疲软带来的财富效应,预计国际品牌将受到全球消费收缩的影响。出口到美国的品牌如果提高价格以转嫁更高的关税,可能会面临需求疲软的问题。其中,新秀丽35%的销售额来自北美,其中15%的产品从中国进口,80%从东盟进口。
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