05/23/2025, 09:00 AM UTC
关税不确定性下的高确信度股票High Conviction Stocks For Tariff Uncertainty
1、2025年4月因中美贸易紧张局势引发市场剧烈震荡，5月关税休战後趋稳；2、一季度GDP收缩、穆迪信用评级下调及房地产市场疲软等风险持续存在，经济衰退担忧仍高；3、SA Quant推荐五只抗关税股票，具备强劲基本面、动量及盈利修正，以应对波动和潜在衰退。1. April 2025 saw whipsaw market volatility due to U.S.-China trade tensions, which stabilized in May post-tariff truce; 2. Risks persist, including Q1 GDP contraction, a Moody's credit downgrade, and a softening housing market, keeping recession concerns elevated; 3. SA Quant recommends five tariff-resistant stocks with strong fundamentals, momentum, and EPS revisions to navigate volatility and potential downturns.---
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