摩根士丹利：特朗普关税制度收窄为某些板块带来有利因素

Core Viewpoint - The impact of the Supreme Court's decision to overturn President Trump's global tariffs remains unclear, with the government indicating it will seek alternative authorizations for imposing tariffs [1] Group 1: Tariff Implications - Analysts expect that tariffs will generally ease in the long term [1] - There are potential favorable factors for stocks that are less likely to be affected by a narrower tariff regime [1] Group 2: Affected Sectors - Certain sectors that may benefit include cosmetics and personal care products from the European Union [1] - Home goods from Canada are also identified as potentially less impacted by tariffs [1]