渣打中国财富方案部首席投资策略师王昕杰对南方周末记者分析,对金融市场而言,无论实际发生或预期发生原油供应中断,都可能导致能源价格上涨,这是影响市场的主要风险。
白宫定于3月4日召集全球AI与科技巨头签署“费率支付者保护承诺”,强制要求企业自建电厂、自购绿电,不得将AI高耗能成本转嫁给普通民众。这一事件不仅重塑美国AI产业成本结构,更深刻影响中美两国AI竞争、电力能源格局与从业人员未来。本文从科技专家视角,全面解析其产业冲击与长期趋势。
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Renewed conflict in Iran, and the regime’s reprisal attacks across the Middle East, have thrust the strait back to the center of recession fears, as analysts warn that even a partial or prolonged disruption of petroleum supply could shock the world economy into contraction. Now, with the weekend’s attacks, experts are warning that triple-digit crude oil prices could be the least of the world’s concerns. If the strait stays shut down long enough, it could amount to an assured hit for the global economy.
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