《大行》大摩列出美国加关税下潜在受负面影响的股票名单(表)

阿斯达克财经2025-02-03

美国总统特朗普落实对中国、墨西哥和加拿大加征关税，摩根士丹利近日发表报告，料美国未来或提高更广泛的关税，调查行业可能针对半导体、制药和金属，该行重申对中国内地、台湾地区及韩国半导体和硬件行业持谨慎态度。该行列出美加税下关税下潜在受负面影响的股票：港股│出口北美市场占收入│转移关税能力瑞声科技(02018.HK) │58%│低比亚迪电子(00285.HK) │50%│低ASMPT(00522.HK)...

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