摩根士丹利:关税休战后的下一步是什么?
摩根·2025-05-19 08:55
May 18, 2025 09:04 PM GMT Investor Presentation | Asia Pacific M Foundation What's Next After the Tariff Truce? US-China Tariff Cut: Sooner and Deeper (12 May 2025) M Less Prohibitive, Yet Still Elevated Tariffs Morgan Stanley Asia Limited Robin Xing Chief China Economist Robin.Xing@morganstanley.com +852 2848-6511 Zhipeng Cai Economist Zhipeng.Cai@morganstanley.com +852 2239-7820 For important disclosures, refer to the Disclosure Section, located at the end of this report. 20% 20% 34% tariff hikes by 90 da ...