The Report is produced in Chinese only.
中美貿易戰出現緩和跡象,受影響公司或現轉機 中美貿易戰自五月份再次升溫後一直膠著。在5月10日,美國更正式向中國輸往美國的價值2000億美元的5700多種產品徵收25%的關稅。隨後,中國亦在6月1日正式執行報復性關稅,對原產於美國的價值600億美元的部分進口商品提高加征關稅稅率。對2493個稅目商品,實施加征25%的關稅;對1078個稅目商品,實施加征20%的關稅;對974個稅目商品,實施加征10%的關稅。對595個稅目商品,仍實施加征5%的關稅。 然而,在6月18日,雙方談判終於出現轉機。美國總統特朗普在Twitter上表示已經和中國國家主席習近平進行了一次良好的電話會議,並補充雙方將會在G20峰會上再進行會面。近日,聯儲局大放「鴿論」,市場對美國經濟前景出現憂慮,開打貿易戰的本錢大減,這或許成為中美雙方和談的契機。 假如貿易戰得以緩和,早前因此收影響的公司有助回升,我們建議關注耐世特(1316.hk)、偉易達(303.hk)及萬州國際(288.hk)等股票。 |
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