中國和美國5月12日發布《中美日內瓦經貿會談聯合聲明》,大幅調低美國總統特朗普4月以來互相疊高的進口關稅。從結果而言,美國對中國商品關稅稅率由145%降至30%,中國對美國商品關稅由125%降至10%。中國、美國更直接取消「報復性關稅」,變相回到34%「對等關稅」起點。在對等關稅上,雙方從初始日暫緩執行當中24百分點的關稅,為期90日。
關稅戰暫時休兵點燃市場樂觀氣氛,「美股七巨頭」(Magnificent 7) 市值猛增逾 8000 億美元。
七巨頭周一的市值增幅,是 4 月 9 日以來最猛。七巨頭包括蘋果、微軟 、英偉達、Alphabet、亞馬遜、Meta及特斯拉。微軟周一上漲 2.4%,谷歌母企Alphabet 漲 3.74%,Meta 漲 7.92%,特斯拉漲 6.75%。
面臨晶片銷中管制的 英伟达 周一股價大升 5.4%, 博通 (Broadcom)彈升 6.43%。
全球最大晶片製造商、台积电 周一跳升 5.93% 至每股 186.98 美元。
Wedbush 證券科技研究主管 Daniel Ives 說:「有鑑於美 / 中明顯加速走向更廣泛的協議,我們相信市場和科技股今年將漲到新高,未來幾個月,投資人可能關稅這些貿易談判接下來的走向。多頭在周一一早獲得重大勝利,在我們看來,周末的會談屬於最佳情境。」
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