花旗发表研报指,中美发布日内瓦经贸会谈联合声明,宣布同意大幅降低对彼此商品的关税,初始期限为90日,关税降低的幅度可能超过市场预期,同时反映中美双方已建立沟通渠道,或有助于降低未来的贸易关税风险,认为达成联合声明为市场带来正面情绪。
考虑到中国对美国和全球其他市场的贸易顺差规模,花旗预期美国贸易壁垒的大幅降低应对中国经济前景有利。花旗重申对AH股票正面看法,主要由于中美贸易风险降低及目前估值似乎不高。
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