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大山2021
05-29
标普500,纳斯达克及英伟达继续上扬,人工智能如火如荼发展,高端晶片需求旺盛
大山2021
04-27
谷歌、亚马逊和英伟达都上车的最佳机会
大山2021
04-10
关税大棒有利于美国,对其他国家是灾难,尤其是为外贸经济支柱的国家
大山2021
04-09
- 全球产业链重构:跨国企业为规避关税,可能将组装环节迁移至其他国家,但这需要数年时间,且面临基础设施不足、劳动力成本上升等问题,会增加全球产业链的重构成本。 - 全球通胀压力增大:中国作为“世界工厂”,出口商品涨价将传导至各国终端市场,推高全球通胀水平,延缓一些国家的能源转型等进程。若其他国家效仿美国提高关税壁垒,全球贸易增速将大幅下降,经济价值损失巨大。
大山2021
2024-11-27
$戴尔(DELL)$
该入手了
大山2021
2024-06-19
全球经济形式的判断及信息的及时更新值得信赖
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