最新贸易协议为印尼股市注入新动能。根据协议条款，印尼商品将面临19%的美国关税，较其主要竞争对手越南在服装鞋类领域20%的关税更具优势。该关税差异预计将提升印尼出口竞争力。
作为协议组成部分，印尼计划采购美国能源农产品及50架波音飞机，此举有望在一年内消除印尼对美贸易逆差。市场分析师指出，印尼股市当前估值具有吸引力，其丰富的自然资源及年轻化、持续富裕的人口结构构成长期结构性增长动力。
该贸易协议应能在短期内提振市场人气和股市动能。雅加达基准股指最新上涨0.9%，反映出市场对协议持积极态度。专业机构维持对印尼股市的超配评级，认为其兼具估值优势与持续增长潜力。
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