2001年中国加入世界贸易组织(World Trade Organization,WTO),直接引发了全球有史以来规模最大的资本支出热潮。中国在工厂、机械、住房及其他长期资产上的投资,从2000年的约3,600亿美元增长到2010年的3.2万亿美元。经通胀调整后,这十年间中国固定资产投资累计达约20万亿美元。期间,中国重塑了全球贸易、大宗商品、通胀、劳动力市场和政治格局,其影响持续了一代人的时间。
瑞银10月14日发布研报指出,美国9月核心通胀再度加速,商品及服务价格同步走强。该行将美联储加息预测由两次上调至三次,预计今年12月及2027年3月分别再加息一次,2027年底才开始降息。
最具代表性(也最自大)的叙事是将AI营销为大势所趋,只有冥顽不化的卢德分子(指19世纪初英国工业革命时期,因机器取代手工劳动而失业、组织起来捣毁纺织机器的技术工人——译者注)才会愚蠢地抗拒不可避免之事。
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