16 Comments
User's avatar
Chu Pika's avatar

好文,幾乎也應證了,外資一直在從亞洲退出,包含島鏈。

只是照著這樣來看,川普並不懼怕或者擔心引發世界大戰三。只是如果油價下跌了,供給確實退潮了,那接下來在歐亞發生的,可能就是很難處理的惡性通膨,但美國可以獨善其身... 這樣來看,美國可能也會控制國內油價,控制通膨,以免MAGA感受到過多的通膨,讓生活成本上升,導致流失選票。

JosephHsu's avatar

全文精闢分析,全無冷場,一口氣拜讀完,還不過癮,必須二拜三讀🫡

Bonnie's avatar

謝謝Marcus的邏輯帶領、分析,收穫很多,感謝感謝~

Stephen Yiu's avatar

very useful and constructive insights

June's avatar
Apr 2Edited

完美預測了今天Trump的演講後大市會跌。昨晚看完你這篇之後馬上入SQQQ🤭🤭

Deerpaper2026's avatar

從單一事件的點,到戰略的線,國家形勢的面層層解讀,感謝。

Bhale jab's avatar

精彩好文, 谢谢Marcus 的用心

Ryan's avatar

感謝 大大 優質文章

Shang Feng Yeh 11's avatar

M大好文必推

Solo Wings's avatar

👍👍👍

Eli Rogers's avatar

I agree with your point about market "misinterpretations," especially regarding Donald Trump's strategic intentions, which are indeed easily swayed by short-term fluctuations. The subsequent path of events is also worth continued monitoring.

Chen j y's avatar

打開我的視野 太感謝你了

Seviilys's avatar

感謝分享,本文算是二次印證自身目前對全球地緣政治的理解並重新梳理思考脈絡,好文必須推。

Wallace Hsieh's avatar

太強了,從最宏觀的角度出發。

Charlie Chang's avatar

謝謝M大深入分析🙌🙏