关税后的科技行业_评估现状_盲目抛售带来买入机会

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Tech after the tariffs: Taking stock Equities United States Indiscriminate selling presents a buying opportunity We see a buying opportunity for patient investors Since the announcement of US Tariff plans, markets have been under significant pressure as the world tries to understand the full implications. And although there are still many unknows, we highlight several factors associated with the software sector that investors should consider. In addition, in our view, we have no ...