中金：“对等关税”边际影响有限积极关注光伏低位反弹标的

智通财经2025-04-15

智通财经APP获悉，中金发布研报称，美国“对等关税”对东南亚雪上加霜但边际影响不大、印尼略有影响但仍有竞争力、中东关税较低且再提关税的风险不大、美国本土产能仍是未来重点。总体而言光伏板块受情绪影响“错杀”较多，跌幅较大的包括港股光伏标的、新技术标的等，建议积极关注后续修复的空间。标的上，建议关注玻璃信义光能(00968)，昱能科技(688348.SH)、禾迈股份(688032.SH)以及其他户储...

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中金：“对等关税”边际影响有限 积极关注光伏低位反弹标的

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中金：“对等关税”边际影响有限积极关注光伏低位反弹标的