Shanghai Macro (@shanghaimacro)· Shanghai Macro Strategist·· 3 天前AI 评分58
上海宏观策略师：约40%中国出口强势由全球AI建设驱动，AI坏消息或反成刺激交易利好
I would argue that the first chart below is probably the single most investment-relevant chart for Chinese markets right now. Strong exports have been...
AI 导读
Shanghai Macro 策略师认为，目前对中国市场最具投资参考价值的图表显示，今年强劲出口中约40%由全球 AI 建设（尤其美国）驱动，出口韧性降低了政策层刺激内需的紧迫性。
来源：Shanghai Macro (@shanghaimacro) · x.com