更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha J P M O R G A N Strategic Research 03 June 2025 Bracing for a long, hot summer Tariff challenges, a one big, beautiful bill, and taxes on foreign investment Chair of Global Research Joyce Chang AC (1-212) 834-4203 joyce.chang@jpmorgan.com Amy Ho AC (1-212) 270 0331 amy.ho@jpmchase.com J.P. Morgan Securities LLC See page 11 for analyst certification and important disclosures. {[{xTcfaSlj-ZSQMv-ljRpIMzopth3m2rwIp1SOVCqwUnE2JpopgTRT7g}]} • There are no signs of a summer break fr ...