关税政策趋窄为特定行业带来顺风——市场观察

投资观察
Feb 21

美国最高法院推翻特朗普总统全球关税政策的裁决余波未平,但摩根士丹利分析师指出,政府已表示将寻求其他授权来源来实施关税。尽管如此,他们预计长期来看关税将普遍趋于宽松,并指出受更狭窄关税制度影响较小的股票可能迎来顺风。分析师列举的潜在受益行业包括来自欧盟的化妆品和个人护理产品,以及来自加拿大的家居用品。

(本文结束) 2026年2月20日 12:29 ET(17:29 GMT)

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