目前特朗普总统在还没有正式接任的情况下,已经发出了两个关于关税方面的消息:一个是加拿大和墨西哥的关税提升;另一个是中国的关税提升。在 1 月份正式接任后,从他目前任职的官员来看,逆全球化和地区性的贸易保护主义必然会加剧,而如果美元进一步回流美国,港股的流动性会进一步枯竭,在中美博弈的背景下,外资逐步撤出,中方资本逐渐介入。这个过程需要持续一段时间,在这个过程中港股的流动性不好,个股的操作难度和盈利程度会进一步加剧。

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