《大行》里昂：中国科技公司在经历上轮关税上涨后已经做好更佳准备

阿斯达克财经11-08

里昂发表研报指，特朗普第一届美国总统任期中，对中国科技产业的制约政策主要分为对电子制造业加征关税，以及对高新科技施加限制，而他在今次选举中亦提出增加对其他国家包括中国的关税。里昂认为，中国科技公司在上一轮关税上调后，已做好较充分准备，例如迁移生产基地等，同时大部分先进科技已经受到限制，因此相信影响都会降低。假设美国将对所有其他国家的消费电子产品征收新关税，该行预期必然会推高商品价格，损害品牌和...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2481199744?lang=zh_CN&edition=full","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190618114632309_s.jpg","is_english":false,"pubTime":"2024-11-08 11:11","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2481199744","market":"hk","top_or_hot":-1,"title":"《大行》里昂：中国科技公司在经历上轮关税上涨后已经做好更佳准备","media":"阿斯达克财经","content":"<div>\n<p>里昂发表研报指，特朗普第一届美国总统任期中，对中国科技产业的制约政策主要分为对电子制造业加征关税，以及对高新科技施加限制，而他在今次选举中亦提出增加对其他国家包括中国的关税。里昂认为，中国科技公司在上一轮关税上调后，已做好较充分准备，例如迁移生产基地等，同时大部分先进科技已经受到限制，因此相信影响都会降低。假设美国将对所有其他国家的消费电子产品征收新关税，该行预期必然会推高商品价格，损害品牌和...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1395196&catg=4&source=AAFN\">网页链接</a>\n\n</div>\n","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》里昂：中国科技公司在经历上轮关税上涨后已经做好更佳准备</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》里昂：中国科技公司在经历上轮关税上涨后已经做好更佳准备\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-08 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1395196&catg=4&source=AAFN><strong>阿斯达克财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>里昂发表研报指，特朗普第一届美国总统任期中，对中国科技产业的制约政策主要分为对电子制造业加征关税，以及对高新科技施加限制，而他在今次选举中亦提出增加对其他国家包括中国的关税。里昂认为，中国科技公司在上一轮关税上调后，已做好较充分准备，例如迁移生产基地等，同时大部分先进科技已经受到限制，因此相信影响都会降低。假设美国将对所有其他国家的消费电子产品征收新关税，该行预期必然会推高商品价格，损害品牌和...</p>\n\n<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1395196&catg=4&source=AAFN\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HK0000320264.USD","symbol_name":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1395196&catg=4&source=AAFN","article_id":"2481199744","we_media_id":null,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190618114632309_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2481199744","pubTimestamp":1731035460,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"里昂发表研报指，特朗普第一届美国总统任期中，对中国科技产业的制约政策主要分为对电子制造业加征关税，以及对高新科技施加限制，而他在今次选举中亦提出增加对其他国家包括中国的关税。里昂认为，中国科技公司在上一轮关税上调后，已做好较充分准备，例如迁移生产基地等，同时大部分先进科技已经受到限制，因此相信影响都会降低。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80992":"联想集团-R","601138":"工业富联","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU1997244956.HKD":"ALLIANZ CHINA A-SHARES \"AT\" (HKD) ACC A","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU0791590937.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"A\" (USD)","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","BK1526":"科网股","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","00992":"联想集团","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2148510915.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"R\" (USD) ACC","LU0456827905.SGD":"JPMorgan Funds - China A (acc) SGD","BK1589":"北水核心资产","BK1504":"苹果概念","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","BK1193":"电脑硬件、储存设备及电脑周边","LU2495084118.USD":"ALLIANZ CHINA A-SHARES \"ATH\" (USDHDG) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK1515":"抗疫概念","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LNVGY":"联想集团ADR","LU0051755006.USD":"摩根大通中国A (dist)","BK0214":"IT设备","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU0348766576.USD":"ALLIANZ LITTLE DRAGONS \"A\" (USD) INC","00285":"比亚迪电子","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK1540":"电池","BK1582":"深圳本地概念股","LU0348767384.USD":"ALLIANZLITTLE DRAGONS \"A\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","BK1580":"烟草概念","LU1655091616.SGD":"JPMorgan Funds - China A-Share Opportunities A (acc) SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","BK1149":"通信设备","LU1366334651.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"I\" (USD) INC","BK1607":"新IT概念","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC"},"translate_title":"\"Big Bank\" Lyon: Chinese technology companies are better prepared after the last round of tariff increases","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80992":0.6,"601138":1,"00992":1,"00285":1,"LNVGY":0.6},"content_text":"里昂发表研报指，特朗普第一届美国总统任期中，对中国科技产业的制约政策主要分为对电子制造业加征关税，以及对高新科技施加限制，而他在今次选举中亦提出增加对其他国家包括中国的关税。里昂认为，中国科技公司在上一轮关税上调后，已做好较充分准备，例如迁移生产基地等，同时大部分先进科技已经受到限制，因此相信影响都会降低。假设美国将对所有其他国家的消费电子产品征收新关税，该行预期必然会推高商品价格，损害品牌和制造商利润空间，比亚迪电子(00285.HK) 和工业富联(601138.SH) 等有在全球设厂的公司料可规避关税，而联想集团(00992.HK) 、戴尔(DELL.US)  和惠普(HPQ.US)  等PC厂商预期将受影响，因为中国占据全球80%以上的PC组装产能。(gc/da)(港股报价延迟最少十五分钟。沽空资料截至 2024-11-07 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)AASTOCKS新闻","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2481199744"}