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2022年美股如何选股?大摩首选供应链最“核心”的公司

摘要:大摩认为,在新冠病毒不断变异中,全球供应链仍然脆弱。预测物流成本仍将大幅上升,并将持续到2022年。细分行业方面,大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险
2022年美股如何选股?大摩首选供应链最“核心”的公司

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  • LawrenceCW
    ·2022-01-03
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