XL二南方恒科(07226)今日蛇年首交易日股价大跌5.02%,引发市场广泛关注。
根据消息,这一股价大跌主要与美国总统特朗普签署行政令,对进口自中国的商品加征10%关税有关。
特朗普此举对中美贸易关系带来新一轮冲击,引发市场对未来贸易谈判的不确定性。这进一步加剧了投资者对中国企业未来盈利前景的担忧。
虽然中国政府已表态将采取反制措施,但短期内贸易摩擦很可能无法缓解。在此背景下,许多内地出口型企业或面临利润压力,XL二南方恒科作为一家主要出口商也难以幸免。
值得关注的是,特朗普此举不仅影响中企,其他贸易伙伴如加拿大和墨西哥同样将遭到关税打击。多个国家政府已表态将采取反制措施,全球贸易争端可能进一步升级。这为2025年全球经济前景增添更多不确定性。
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