金吾财讯 | 越南出口概念股全线上涨，申洲国际(02313)升2.71%，裕元集团(00551)升2.31%，天虹国际集团(02678)涨1.27%，东江集团控股(02283)涨0.88%。美国总统特朗普公布，与越南正式达成贸易协议。根据协议条款，越南出口至美国的所有商品将被征收20%关税，任何经第三地转运的货物则需缴纳40%关税。作为交换，越南同意全面向美国开放市场，允许美国商品以零关税进入越南。有分析认为，越南出口至美国商品被征收20%关税，对越南而言仍属相对利好因素，主要考虑到越南生产商及美国入口商能够分别承担各10%关税，属于双方能够承担的范围之内。
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