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中国预见了电气化的大趋势，市场开始相信了

送交者: testtesttest 于 2026-03-30 11:57:49

回答: 小蚁子快招不来大兵了！由于 2026-03-30 02:25:07

Asia Open: China Saw It Coming And The Market Is Starting To Believe It

The market is no longer just asking how high oil goes. It is asking what replaces it. And in that transition trade, China is quietly sitting in pole position.

Stephen Innes
Mar 29, 2026

*伊朗的冲击不再仅仅是石油本身，它正在加速全球向电气化和能源安全替代方案的转变
*中国正成为这一转型的主要受益者，电池、电动汽车和供应链的实力使其处于领先地位
*中国从通缩向通胀的潜在转变可能会重振其盈利势头，但对全球投资者来讲，政治风险仍然有结构性问题

https://thedarksideoftheboom.substack.com/p/asia-open-china-saw-it-coming-and

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