$利安德巴塞尔(LY_老虎社区_美港股上老虎

就目前看全球市场在逐步接受现实：全球供应链重塑+生产成本大幅提高=通胀+制造业回流；其中生产成本提高约10-20%（中国优势渐失）有利于产业回流美帝；配合关税这种权力手段，使得回归更容易；所以无论战争结果如何，市场正在消化其影响开始在新经济秩序下提前重新定价，预计板块之间与个股都会出现大规模分化…在此种全球格局发生根本性变化状态下，我们需要重新审视持仓结构并相应进行调整，以上内容仅供参考不构成任何投资建议！

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