· 供应链分析

上游卡点还没被完全梳理

中文翻译

这是真的。我不认为美国已经把所有上游卡点都完全梳理出来了。 这也是为什么中国还能逐步拿到那些美国超大规模云厂商所需的不同垄断,并且在过程中慢慢拿走 IP。 散户持股其实是防止敌意收购和外部对手控制的好办法。

英文原文

It’s true. I don’t think US completely mapped out all the upstream chokepoints yet. Which is why China was still able to acquire different monopolies required by US hyperscalers and steal IP over time. Retail ownership is a great way to prevent hostile takeovers and control from foreign adversaries.

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