智通财经APP获悉，富达国际基金经理曾敏前发表美日关税协议及日股投资看法指，美日达成贸易协定，日股反应积极，关税谈判的进展缓解日本经济前景，并为货币政策正常化铺路。随着第一季业绩即将公布，富达将持续关注日本企业基本面，按照投资策略动因应外围变化而灵活调整。
近日，美国总统特朗普宣布，美国与日本达成贸易协议，将对日本进口产品征收15%对等关税，该协议并包括15%日本汽车进口关税。
特朗普政府原计划于8月1日将对日本进口产品的对等关税从10%提高到25%，这次下调至15%税率，为目前已宣布的新对等关税税率中最低。市场对双方迅速达成协议出乎意料，并反应积极。
日经225指数三日来首次反弹，7月23日收报41,171点，较前一交易日上涨3.5%。其中，降低汽车关税更是一大惊喜，带动丰田汽车和本田汽车等汽车制造商的股价大幅上涨。
富达国际指，近期负面情绪和关税担忧导致日股估值处于历史低位，富达7月以来资产配置增持日本汽车股。同时，轻微调整在关税不确定性期间表现良好的防御性股票，因其风险回报比率略受影响。
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