{"id":1153,"date":"2024-09-22T07:48:28","date_gmt":"2024-09-21T23:48:28","guid":{"rendered":"https:\/\/www.kafeizha.com\/?p=1153"},"modified":"2024-09-22T07:48:28","modified_gmt":"2024-09-21T23:48:28","slug":"%e7%be%8e%e5%9b%bd%e7%a1%ae%e8%ae%a4%e5%af%b9%e4%b8%ad%e5%9b%bd%e5%8a%a0%e5%be%81%e5%85%b3%e7%a8%8e%ef%bc%8c%e9%a9%ac%e6%9d%a5%e8%a5%bf%e4%ba%9a%e6%89%8b%e5%a5%97%e5%88%b6%e9%80%a0%e5%95%86%e8%82%a1","status":"publish","type":"post","link":"https:\/\/news.tomjun.com\/?p=1153","title":{"rendered":"\u7f8e\u56fd\u786e\u8ba4\u5bf9\u4e2d\u56fd\u52a0\u5f81\u5173\u7a0e\uff0c\u9a6c\u6765\u897f\u4e9a\u624b\u5957\u5236\u9020\u5546\u80a1\u4ef7\u4e0a\u6da8"},"content":{"rendered":"

\u65b0\u95fb\u6765\u6e90\uff1a<\/b>www.bloomberg.com
\u539f\u6587\u5730\u5740\uff1a<\/b>Malaysia Glove Maker Shares Surge as US Finalizes China Tariffs<\/a><\/font>
\u65b0\u95fb\u65e5\u671f\uff1a<\/b>2024-09-17<\/p>\n

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\u7f8e\u56fd\u603b\u7edf\u62dc\u767b\u653f\u5e9c\u5c06\u5bf9\u4e2d\u56fd\u5546\u54c1\u52a0\u5f81\u6570\u5341\u4ebf\u7f8e\u5143\u7684\u5173\u7a0e\uff0c\u5176\u4e2d\u5305\u62ec\u533b\u7597\u7528\u54c1\u3002<\/p>\n

Citigroup Inc.\u8868\u793a\uff0c\u65b0\u7684\u5173\u7a0e\u9ad8\u4e8e\u9884\u671f\u4e14\u5b9e\u65bd\u901f\u5ea6\u66f4\u5feb\u3002<\/p>\n

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UOB Kay Hian Pte.\u5206\u6790\u5e08\u8ba4\u4e3a\uff0c\u8fd9\u6ce2\u5173\u7a0e\u201c\u5c06\u91cd\u632f\u6295\u8d44\u8005\u5bf9\u9a6c\u6765\u897f\u4e9a\u624b\u5957\u884c\u4e1a\u7684\u4fe1\u5fc3\u201d\uff0c\u201c\u5728\u9700\u6c42\u6709\u6240\u51cf\u5f31\u7684\u60c5\u51b5\u4e0b\uff0c\u56fd\u5185\u624b\u5957\u5236\u9020\u5546\u5c06\u9010\u6b65\u593a\u56de\u4e2d\u56fd\u5e02\u573a\u4efd\u989d\u201d\u3002<\/p>\n

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Areca Capital Sdn\u9996\u5e2d\u6267\u884c\u5b98\u8868\u793a\uff1a\u201c\u8fd9\u6ce2\u5173\u7a0e\u6d88\u9664\u4e86\u9ad8\u5229\u6da6\u7387\u624b\u5957\u5236\u9020\u5546\u7684\u4f4e\u4f7f\u7528\u7387\u3002\u201d\u201c\u6536\u76ca\u6b63\u5728\u56de\u5f52\u3002\u201d <\/p>\n

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\u539f\u6587\u6458\u8981\uff1a<\/b><\/p>\n

Malaysia glove maker shares including surged after the US was expected to finalize tariffs on Chinese goods this month. Top Glove jumped as much as 32%, the most ever, while rallied by the 30% limit. The gains come a day after Thailand peers as analysts point out that Southeast Asian producers will be the main beneficiaries. Malaysia\u2019s market was closed for a holiday on Monday.Tariffs on billions of dollars in Chinese goods, including medical products, are being by President Joe Biden\u2019s administration following a proposal to raise levies in May, an official said late last week. The new tariffs are higher and will be implemented more quickly than expected, according to Citigroup Inc.US tariffs on Chinese medical gloves will rise to 50% in 2025 and 100% in 2026, Citi analysts wrote in a report. That\u2019s up from a 25% hike proposed in May, which was to take effect in 2026.The tariffs are \u201cpoised to revitalize investors\u2019 sentiment on the Malaysian glove sector,\u201d , an analyst at UOB Kay Hian Pte., wrote in a report. \u201cWith the sector\u2019s post-pandemic recovery eclipsing earnings amid demand moderation, domestic glove makers should progressively reclaim market share from China.\u201dThe impending levy provides yet another fillip for Southeast Asian equities, which are already bolstered by growing bets the region will be a beneficiary from a Federal Reserve interest-rate pivot. of the five best-performing Asian stock benchmarks this month are from the region, with inflows in September poised for the highest level since April 2022. Tuesday\u2019s rally revives a popular trade from 2020 when glove makers became market darlings as governments globally rushed to procure surgical and latex gloves to slow the spread of Covid 19. At one point, more than $1 of every $10 invested in the Malaysian stock market was a bet on gloves. Brokers are already taking note, with at least five sell-side analysts upgrading Top Glove this week, according to data compiled by Bloomberg. There were also several upgrades for Hartalega. Shares of climbed as much as 26% while jumped 27%.\u201cThis tariff move removes the underutilization of glove makers with a very high margin,\u201d said , chief executive officer of Areca Capital Sdn \u201cProfits are coming back.\u201d<\/p>\n

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