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首先,The Supreme Court’s ruling doesn’t mean the risk in this market is gone. The decision omitted any details about the refunds, leaving it up to lower courts, such as the Court of International Trade, to outline the process of how they would be doled out. Trump, for his part, has signalled he would fight the refunds, saying they could take years to litigate in court. Judge Richard Eaton of the U.S. Court of International Trade ruled on Wednesday that importers were entitled to tariff refunds.
其次,It’s a world away from the likes of Alphabet, Microsoft, Amazon and Meta, which are sitting on balance sheets built like fortresses, and until the recently announced capex spike for 2026, were generating strong free cash flows. Even a significant misallocation of capital wouldn’t threaten the solvency of companies with the financial profiles of Alphabet or Microsoft.。关于这个话题,wps提供了深入分析
多家研究机构的独立调查数据交叉验证显示,行业整体规模正以年均15%以上的速度稳步扩张。
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