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中美霸权竞争核心浮现：疫情与AI之后，先进硬件和电力基础设施成关键
发布: · 来源: mk.co.kr
一句$话总结: 近期股市除宏观经济和企业业绩外，政治、外交、军事因素影响扩大；疫情与AI引发的中美霸权竞争，正聚焦先进硬件和电力基础设施。
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近期股市不仅受到宏观经济指标和企业业绩影响，政治、外交、军事因素的影响也在加大。原文指出，在疫情和AI引发的变化中，中美霸权竞争的本质正在显现，先进硬件和电力基础设施成为关键答案。文章还提到，像近几年这样战争频繁爆发的情况并不多见，因此市场变量的范围已经扩大。由此，投资者除了关注经济周期和企业业绩，也需要同时观察国际秩序变化以及战略产业的基础。来源: mk.co.kr
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