20250413私募基金经理韭后老斯基分享会 如何应对关税冲击Private Fund Manager Investment Talk – How to Navigate Tariff Shocks

视频简介 | Video Description
中美贸易紧张局势升级，关税冲击来袭，如何布局投资？20250413私募基金经理韭后老斯基分享会，深度剖析美中贸易逆差、出口结构、行业影响与应对策略，从社会心理与政策支持出发，寻找经济逆境中的投资机会。

With rising China-US trade tensions and looming tariff shocks, how should investors position themselves? In this April 13, 2025 session, private fund manager Jiuhou Laosiji delves into the US-China trade deficit, export structure, industry impact, and strategic responses. Drawing from social psychology and policy support, he identifies investment opportunities amid economic adversity.

中美贸易战再度升级，中国面临3610亿美元逆差压力，GDP或下降4.5%。机电、纺织、玩具等行业首当其冲，投资人如何应对？国产替代、扩大内需、强化军工成为关键策略。
As the China-US trade war escalates, China faces a $361 billion trade deficit, with GDP potentially dropping by 4.5%. Key sectors like machinery, textiles, and toys are under pressure. How should investors respond? Domestic substitution, boosting internal demand, and strengthening defense are crucial strategies.

在社会心理与政策支持双重作用下，市场预期正在悄然变化，逆境中仍藏机遇。投资，不只是数据，更是情绪与认知的博弈。
Amid shifting social psychology and policy support, market expectations are quietly evolving. Even in adversity, opportunities remain. Investing is not just about numbers—it’s a game of sentiment and perception.

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