One result of the coronavirus crisis looks likely to be a remaking of global supply chains. An increased focus from policymakers and executives on security of supply, amid rising tensions between China and the rest of the world, should lead to the creation of better-connected local supply hubs. But investors should take note: not all companies are best placed for this transition.
新型冠狀病毒危機(jī)造成的后果之一，看起來(lái)很可能是全球供應(yīng)鏈面臨重構(gòu)。在中國(guó)與世界其它地區(qū)關(guān)系日益緊張的背景下，政策制定者和企業(yè)高管會(huì)更加注重供應(yīng)安全，這應(yīng)會(huì)催生聯(lián)系更緊密的本土供應(yīng)樞紐。但投資者應(yīng)該注意：面對(duì)這一轉(zhuǎn)變，并非所有公司都有優(yōu)勢(shì)。
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