AI革命浪潮已至,历史指明方向:这次的主角不只是科技股,更是它们!

龙瞰天下
Dec 03, 2025

美联储的降息箭在弦上,AI军备竞赛如火如荼,全球资本市场的目光紧盯着英伟达、微软这些科技巨头时,一场被大多数投资者忽略的宏大叙事正在悄然展开。当所有人都盯着舞台中央的明星,历史的聚光灯却开始转向那些默默支撑整个舞台的“搭台人”。清晨,当全球市场为西班牙暂停猪肉出口可能引发的供应缺口而波动时,一个更深刻的宏观图景正在形成:每一次技术革命的背后,都有一张由基础金属和金融资本编织的隐形网络。2005年的...

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