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Survivors in Tariff Smoke: These Companies Are Becoming Potential Winners in Trump's Trade War
尽管特朗普政府的全面关税政策为财报季蒙上阴影，但LPL Financial指出，在企业的关税博弈中已浮现结构性机遇。第二阶段潜力股：通讯服务领跑当关税尘埃落定，LPL Financial看好通讯服务板块成为第二阶段领跑者，科技、非必需消费品及工业板块次之。但布赫宾德指出，若关税切实下降，该板块可能上演绝地反弹，只是当下保持中性立场更为审慎。这场关税风暴中，没有真正的免疫者。
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