开栏语2025年,是全球经济在复苏与重构中寻找新平衡的一年,也是中国产业在经历了数年技术积淀、市场激荡与模式探索后,进入深度分化与价值重塑的关键节点。我们不再仅仅追逐风口,而是更冷静地审视风口之下正在发生的改变:存储芯片“超级周期”搅动市场,国产正凭借成熟的性能、稳定的供应突围;新能源汽车穿越价格战,驶向全球化的深海;金价暴涨,点燃一场现代淘金热;AI大模型卸下炫技光环,沉入产业毛细血管;短剧现象...
Source Link开栏语2025年,是全球经济在复苏与重构中寻找新平衡的一年,也是中国产业在经历了数年技术积淀、市场激荡与模式探索后,进入深度分化与价值重塑的关键节点。我们不再仅仅追逐风口,而是更冷静地审视风口之下正在发生的改变:存储芯片“超级周期”搅动市场,国产正凭借成熟的性能、稳定的供应突围;新能源汽车穿越价格战,驶向全球化的深海;金价暴涨,点燃一场现代淘金热;AI大模型卸下炫技光环,沉入产业毛细血管;短剧现象...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.