On both occasions, Beijing has been left on the sidelines as an observer, incapable of helping those within its orbit.
霍尔木兹的阀门与亚洲买家的算盘巴克莱银行在最新报告中提醒,即便仅出现每日100万桶的供应中断,也足以动摇市场普遍预期的供应过剩格局。但比总量冲击更值得关注的,是区域供应的结构性断裂。
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乔忠良:他们能提供极强的场景协同。比如招商局,他们下属有造船、各种基建重工场景,一年有一千多个亿的盘子,他们投了我们,我们肯定优先去他们的场景做实验落地。再比如小米,在汽车、大家电、3C领域的产线场景极度丰富。