摩根士丹利：多行业- 哪些美国制造业垂直领域与中国关联最紧密：机遇大于风险

April 17, 2025 10:55 AM GMT Multi-Industry | North America CoTD: Which US Mfg Verticals are Most Tied to China? More Opportunity Than Risk Chart of the Day (CoTD) highlights charts that tie into latest investor conversations, are timely for the macro + company events, or just ones that we find interesting. Exhibit 1: Which US Manufacturing categories are most tied to China imports ? Chart below tracks China imports as % of US Manufacturing sales for the respective categories Source: Morgan Stanley Research, ...