特朗普关税搅动全球市_老虎社区_美港股上老虎

黑悟空_神话
04-07

特朗普关税搅动全球市场，国内科技股集体低开，首当其冲的就是联想、小米、京东等一众科技龙头，我们都知道，这波暴跌更多的是基本面利空+情绪杀踩踏。但冷静下来从长期看，等关税利空出清，像联想这种已将产能全球化深化的企业，在东南亚及拉美有本地化智造中心，产品出口相对灵活，全球化产能韧性+AI技术壁垒将支撑其长期价值，所以我们不必过于恐慌，还是要看长线逻辑。 $联想集团(00992)$

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小船长财评
·04-07
聪明资金已经准备好抄底了好吧
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