摩根士丹利：美国再工业化的火焰已被点燃，迎来万亿美元机遇

October 16, 2024 04:01 AM GMT US Multi-Industry | North America US Reshoring Flame Has Been Lit For $10tn Opportunity With structural tech diffusion reducing the benefit of low-cost labor, we think the scales are tilting back towards domestic production following ~40 years of outsourcing. We believe the US is entering the early innings of re-Industrialization, a multi-decade opportunity that we size at$10tn and believe will restore growth to the US Industrial economy following 20+ years of stagnation. The ...