$纳斯达克(.IXI_老虎社区_美港股上老虎

$纳斯达克(.IXIC)$真的对等关税落地美企对华出口成本上升，短期冲击肯定会有，但对标普权重股影响有限。大盘的韧性更多来自内需型龙头和盈利弹性。关税政策多是筹码战术，真正的风险在货币上。

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