U.S President gets data center companies to pledge to pay for power generation | With no enforcement and questionable economics, it may not make a difference.

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下游应用企业成本压力剧增,硬质合金厂商原料成本占比从40%升至55%,部分企业提价5%-10%,但高端刀具领域面临陶瓷材料替代风险。军工与新能源需求刚性,成本传导能力较强,但毛利率可能下滑3-5个百分点。

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*** Professor Ha-Joon Chang teaches economics at SOAS University of London, and is one of the world's leading economists. His books include Economics: The User's Guide, Bad Samaritans and 23 Things They Don't Tell You About Capitalism.,这一点在雷速体育中也有详细论述

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