🐦 推特SerenityV1 · 实盘不做把握 8/10
北京时间·🕒 发布 11:32:21时区推断·⟳ 抓取 19:55:15·⚡ 决策 06-21 19:56:46 +1m31s·127.8 天前
KOL发表宏观观点称前沿供应链卡脖子环节在美境外，建议特朗普修复盟友关系
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Trump administration is prob realizing now that the key to winning Trade Wars: Is through frontier supply chains like Q…
不做 ASML.US
纯宏观观点与KOL评论，无实质性新事件或短期催化剂，不具备可交易的edge
不做 TOWA.US
纯宏观观点与KOL评论，无实质性新事件或短期催化剂，不具备可交易的edge
不做 LPK.US
纯宏观观点与KOL评论，无实质性新事件或短期催化剂，不具备可交易的edge
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Trump administration is prob realizing now that the key to winning Trade Wars:
Is through frontier supply chains like Quantum, AI, Robotics.
Not cheap Nike sock exports.
With $ASML, $TOWA, $LPK, Ajinomoto,
over in Japan, EU, TW, Korea, and others holding all the cards…
Since each country holds different monopolies and chokepoints needed to make each industry work.
Which all happens to be OUTSIDE the US.
Tariffing all our partners turned out to be not a great idea.
But not too late imo to repair relations and weaponize global supply chains through partners if Trump wants better trade deals.
Is through frontier supply chains like Quantum, AI, Robotics.
Not cheap Nike sock exports.
With $ASML, $TOWA, $LPK, Ajinomoto,
over in Japan, EU, TW, Korea, and others holding all the cards…
Since each country holds different monopolies and chokepoints needed to make each industry work.
Which all happens to be OUTSIDE the US.
Tariffing all our partners turned out to be not a great idea.
But not too late imo to repair relations and weaponize global supply chains through partners if Trump wants better trade deals.
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