$中国中免(0188_老虎社区_美港股上老虎

$中国中免(01880)$恢复对等关税意味着外贸敏感板块短期承压，先低配出口依赖度高的公司，增配内需AI消费这三个板块。等关税缓和时再逆势补仓受伤最深的外贸

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