Sniper

The Report is produced in Chinese only.

昔日報告:
  28-01-2019 (星期一) 經濟放緩憧憬寬鬆減稅政策 留意優質內需股反彈機會
  07-01-2019 (星期一) 2019年中國鐵路投資有望維持高位
  24-12-2018 (星期一) 遊戲版號審核加快,遊戲行業寒冬結束
  10-12-2018 (星期一) 中美貿易爭端緩和,豪華汽車經銷商市場迎來資金關注
  26-11-2018 (星期一) 中國放寬跨境電商政策,關注政策受惠股
[第3頁 / 共52頁]

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。

撰稿: 李學滔研究分析員
電話:
+852 2277 6527

電郵地址:
terryli@phillip.com.hk
This report is produced and is being distributed in Hong Kong by Phillip Securities Group with the Securities and Futures Commission (“SFC”) licence under Phillip Securities (HK) LTD and/ or Phillip Commodities (HK) LTD (“Phillip”). Information contained herein is based on sources that Phillip believed to be accurate. Phillip does not bear responsibility for any loss occasioned by reliance placed upon the contents hereof. The information is for informative purposes only and is not intended to or create/induce the creation of any binding legal relations. The information provided do not constitute investment advice, solicitation, purchase or sell any investment product(s). Investments are subject to investment risks including possible loss of the principal amount invested. You should refer to your Financial Advisor for investment advice based on your investment experience, financial situation, any of your particular needs and risk preference. For details of different product's risks, please visit the Risk Disclosures Statement on http://www.phillip.com.hk. Phillip (or employees) may have positions/ interests in relevant investment products. Phillip (or one of its affiliates) may from time to time provide services for, or solicit services or other business from, any company mentioned in this report. The above information is owned by Phillip and protected by copyright and intellectual property Laws. It may not be reproduced, distributed or published for any purpose without prior written consent from Phillip.
Top of Page
Contact Us
Please contact your account executive or call us now.
Research Department
Tel : (852) 2277 6846
Fax : (852) 2277 6565
Email : businessenquiry@phillip.com.hk

Enquiry & Support
Branches
The Complaint Procedures
E-Check
Login
Louis Talk
Investor Notes
Free Subscribe
Contact Us