基于以上种种判断，我们认为战争不会过久（博弈和谈判为主），对于港股来说，前文反应链条的消极因素将很快散去，市场将重新回到理性思维中。
After nearly a year of IEEPA tariffs, U.S. companies and consumers have felt the weight of the levies on their margins and wallets, respectively. Pantheon Macroeconomics analysts told clients in September, citing data from the Atlanta Fed’s Wage Growth Tracker, tariffs were stunting wage growth as firms held off on raises and hiring to try to buffer margins threatened by increased import costs. Jobs data from the past year shows a 166,000 total loss in blue-collar jobs, which labor economists have attributed, in part, to tariffs disincentivizing companies from hiring domestic manufacturing workers, the opposite of the tariffs’ intended effect to boost reshoring.
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Зеленский заявил о запросе от США на участие Киева в ситуации на Ближнем Востоке20:47