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Takeaways by efinAIนโยบาย 'top‑up' และการตรวจสอบ transshipment จะกระทบรายได้และมาร์จิ้นของภาคส่งออกกลุ่มใดมากที่สุด?ค่าประเมินตลาด (forward P/E) ปัจจุบันพอรองรับความเสี่ยงเชิงนโยบายหรือยัง และจุดเข้าออกทางเทคนิคที่ควรเฝ้าดูคืออะไร?หากสถานการณ์เลวร้าย (worst case) นักลงทุนควรปรับสัดส่วนหุ้นปันผล/หุ้นป้องกันความเสี่ยงเท่าไรในพอร์ตของตน?
