🐦 推特SemiAnalysisV1 · 实盘不做把握 8/10
北京时间·🕒 发布 06-16 03:01:38时区推断·⟳ 抓取 06-16 03:02:40·⚡ 决策 06-21 21:26:33 +5d18h·127.8 天前
SemiAnalysis发推评论中国汽车出海碾压西方，点名比亚迪等品牌
📄 原文SemiAnalysis↗ 原文
China is Mogging Western Auto, and that’s Bad for Semis, National Security & War If you live anywhere outside the US, y…
不做 01211.HK
KOL对已知长期趋势(中国汽车出海)的宏观评论，无新实质性催化剂，出海逻辑已充分price-in，且推文隐含地缘政治与关税制裁风险，短期无交易edge。
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China is Mogging Western Auto, and that’s Bad for Semis, National Security & War
If you live anywhere outside the US, you've noticed it: the streets are filling up with cars you've never seen before. Chery? Jaecoo? Zeekr? Leapmotor? BYD? No, you didn't miss a decade of car launches. They're Chinese. And they're everywhere. (1/10)🧵
If you live anywhere outside the US, you've noticed it: the streets are filling up with cars you've never seen before. Chery? Jaecoo? Zeekr? Leapmotor? BYD? No, you didn't miss a decade of car launches. They're Chinese. And they're everywhere. (1/10)🧵
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