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长城基金汪立：市场有望长期向好，科技成长风格或持续占优_蜘蛛资讯网

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球美元储备持有量迄今并未出现实质性回落。以美元计价的稳定币兴起，也可能提振对美元的需求。　　“很难想象美元的国际地位会在短期内发生重大变化，”哈马克说，“原因之一在于，一种货币的使用人群越广，网络效应就越强，带来的益处也越大。”责任编辑：李肇孚

材料价格波动整体影响可控，公司通过年初提前锁定金属原材料库存、推进真空泡国产化替代降本，同时依靠规模效应、海外高毛利收入占比提升和产品结构优化，有效对冲涨价冲击。若涨价趋势全年延续会对毛利率会带来一定压力。

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