智通财经APP获悉,关税敏感股早盘普涨,截至发稿,泉峰控股(02285)涨12.17%,报12.9港元;创科实业(00669)涨4.78%,报80港元;比亚迪电子(00285)涨4.7%,报34.5港元;申洲国际(02313)涨3.46%,报52.3港元;海尔智家(06690)涨2.03%,报22.6港元。
消息面上,美国总统特朗普当地时间4月22日在公开场合发表了讲话,他承认美国目前对自中国进口商品的关税过高,预计税率将大幅降低。这标志着特朗普在其标志性的关税政策上态度已出现缓和。周二,美国财政部长贝森特也在摩根大通的一场活动中表示,中美双方的关税战将很快降温。大摩此前统计,由于多只中资股在美国收入占比较高,短期或会蒙受关税影响,该行目前追踪分析的30家中资股,全数股份的美国相关收入占比都达30%以上,当中以泉峰控股的77%最高。
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