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The latest foreboding is from Citrini Research, a little-known US firm that provides insights on “transformative ‘megatrends’”. Its post on Substack, which it called a “scenario, not a prediction”, rattled investors by portraying a near future in which autonomous AI systems – or agents – upend the entire US economy, from jobs to markets and mortgages.
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“需要明确的是,英伟达被迫在需求尚未明确的情况下就下达了不可取消的采购订单,”伯里写道,并补充说,该公司将库存转化为销售所需的时间也更长了。
而有着“游艇第一股”的亚光科技,则更具行业样本意义。它既是国内游艇制造曾经的高光代表,也在一定程度上折射出整个行业的现实困境。