摩根士丹利：中国市场洞察-在美国大幅提高关税的形势下如何进行投资布局

April 3, 2025 11:25 AM GMT China Market-Wise | Asia Pacific M Idea How to position amid sharp US tariff hike We expect higher near-term market volatility and believe the A- share market is better positioned for hedging and diversification purposes. The overall impact on earnings should be smaller compared to the economy. We highlight 30 companies with highest revenue exposure to the US. volatility: The announced 34% additional tariffs on China by the US today, on top of the 20% tariff hikes in Feb-Mar, brin ...