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Serenity(白毛股神)
Serenity (@aleabitoreddit)Serenity(白毛股神)@aleabitoreddit发帖2026-06-21

作者认为赢得贸易战的关键在于控制前沿供应链(量子、AI、机器人),而非廉价商品。他们指出关键垄断和瓶颈由ASML、TOWA、LPKF、味之素等境外公司持有,批评对合作伙伴加征关税,

作者认为赢得贸易战的关键在于控制前沿供应链(量子、AI、机器人),而非廉价商品。他们指出关键垄断和瓶颈由ASML、TOWA、LPKF、味之素等境外公司持有,批评对合作伙伴加征关税,并建议修复关系、通过合作伙伴利用全球供应链以改善贸易协议。

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.
原帖X / @aleabitoreddit

关联股票

ASML看多
+3.31% 今日
+41.22% 90天

ASML在半导体制造中拥有关键瓶颈,其极紫外光刻机对于AI和量子计算所需的高级芯片至关重要。

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TOWA看多

TOWA是一家日本公司,在半导体封装中扮演关键角色,这是AI和机器人高级芯片的瓶颈。

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LPKF看多

LPKF提供激光制造解决方案,用于机器人及AI的电子元件,代表一个瓶颈。

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