US

453 atoms · 跨 74 天 · 首见 2026-04-15 · 最近 2026-07-03

三色: 🟦 fact 352 · 🟥 take 101 · stance ▲58/▼90/◆193

叙事状态: ⚔️ contested (分歧) · 📈 加速 · 策展近14d 1 atom · 🐦 X 近14d 26

状态只算低频策展源 (群/卖方); X firehose 仅作背景音量

来源: X 452 · News 1

时态: fresh:421 · aging:30 · stale:2

标签: 好信源:320 · 好观点:92 · 好数字:46 · 好思考:23 · 好问题:6

别名 (合并): U.S.

🟨 AI 综合 · junior analyst 概览

🧭 拥挤度 (一人一票): ▲ 20 位作者 (KOL20) vs ▼ 21 位作者 (KOL21)

⚖️ 空头 21/21 来自KOL

📄 广泛报道的事实 · 16 个

💢 核心分歧 (6 轴)

1. AI 领先 霸权护持 vs 竞争乏力

*topic: 技术路线/竞争格局 · 13 bull vs 10 bear*

🟢 bullish 侧:

• <a id="atom-4c4690373f84e17b"></a>2026-04-26 X·@yishan · AI 开源政策建议 · 技术路线/竞争格局
  _Just require firms to open-source the weights of all models 2 or more generations behind their current most advanced model.

This would make GPT-5.3 and Opus 4.5 open source, and would be enough to maintain US dominance.

Even today, gpt-oss-120b remains a formidable rival to mid-grade OSS models like 35B._

tags: 好观点·好思考 · → daily

• <a id="atom-34b5b8736fe08bfe"></a>2026-04-30 X·@FirstSquawk [老化中] · AI 领先性 · 技术路线
  TRUMP REAFFIRMS THAT THE US IS OUTPACING CHINA IN ARTIFICIAL INTELLIGENCE
  tags: 好信源 · → daily
  value: direction=outpacing China
• <a id="atom-8315dfd75d13cf48"></a>2026-05-03 X·@gnievchenko · AGI race lead time · 技术路线/地缘政治
  by which time AGI race should be won by the US assuring another century of hegemony
  tags: 好观点 · → daily
  value: qty=one century · date=future
• <a id="atom-8790aafa6ab503de"></a>2026-05-06 X·@zerohedge [老化中] · space leadership · 竞争格局/地缘政治
  TRUMP: US IS LEADING IN SPACE BY SO MUCH
  tags: 好观点 · → daily
• <a id="atom-51701bb77af47f42"></a>2026-05-14 X·@teortaxesTex · overwhelming advantage in chip production · 供给产能/竞争格局
  The US has an overwhelming advantage in production of chips
  tags: 好观点 · → daily

🔴 bearish 侧:

• <a id="atom-bf71fa6cb6c66de1"></a>2026-05-14 X·@Brad_Setser · 电池技术显著落后 · 技术路线
  think batteries are the only area where US is really significantly lagging tech wise
  tags: 好观点 · → daily
• <a id="atom-dd712c82976ac37e"></a>2026-05-19 X·@sudoraohacker · unwinding many institutions and relationships that support AI research · 竞争格局/技术路线
  The U.S. seems to be unwinding many institutions and relationships
  tags: 好观点·好思考 · → daily
• <a id="atom-5ee29f33f26dd1c6"></a>2026-05-26 X·@natolambert [老旧] · leadership in open models · 竞争格局/模型发布
  obviously the US isn't leading in open models right now
  tags: 好观点 · → daily
• <a id="atom-9f7b31ea930704f8"></a>2026-06-16 X·@teortaxesTex · is falling behind · 竞争格局
  But so is the US!
  tags: 好观点 · → daily
• <a id="atom-9379a755c280651d"></a>2026-06-19 X·@HarryStebbings · 无优质开源模型 · 竞争格局
  We don't even have any in the US now.
  tags: 好观点 · → daily

2. 霍尔木兹 战略控制 vs 冲突升级

*topic: 地缘政治/能源 · 24 bull vs 49 bear*

🟢 bullish 侧:

• <a id="atom-bab1e7f59159e62d"></a>2026-04-28 X·@R3000C · UAEのOPEC脱退後、フジャイラ海路を集中的に守る可能性 · 地缘政治/供给产能
  UAEのOPEC脱退を確認後、米国はホルムズ海峡内と比べたら守りやすいフジャイラ海路を集中的に守る可能性がある
  tags: 好思考 · → daily
• <a id="atom-2321500788b46d3a"></a>2026-04-29 X·@zerohedge · 海军封锁相关声明 · 地缘政治/核计划
  Trump to Channel 12 News: I won't lift the naval blockade without the nuclear program
  tags: 好信源·好观点 · → daily
• <a id="atom-9f7343aed560a4f2"></a>2026-05-12 X·@stevehou · net oil producer status · 能源
  The US is a net oil producer
  tags: 好数字·好观点 · → daily
  📷 原图
• <a id="atom-9aefaa88e94f1185"></a>2026-05-03 X·@DeItaone [老化中] · 能源市场地位 · 能源
  US IS 'BIG WINNER' IN ENERGY MARKETS
  tags: 好信源 · → daily
  value: direction=positive
• <a id="atom-e88b29ff6c3f88dd"></a>2026-05-03 X·@zerohedge · 计划协助部分船只离开霍尔木兹海峡 · 地缘政治
  TRUMP SAYS US TO HELP SOME SHIPS LEAVE HORMUZ STARTING MONDAY
  tags: 好信源 · → daily
  value: date=下周一

🔴 bearish 侧:

• <a id="atom-449ddaa42df79b1d"></a>2026-04-16 X·@bookwormengr [老化中] · 与中国在AGI技术上的竞争关系 · 地缘政治
  it will not be a better world when two superpowers with AGI distrust each other
  tags: 好观点 · → daily
• <a id="atom-f347a2d19484a6d9"></a>2026-04-17 X·@teortaxesTex · 将失去中国计算市场最大份额 · 地缘政治/市场份额
  In the long run, the result is just that the US loses the biggest slice (China) of one of the world's largest markets (compute substrate), and is that much more diminished and irrelevant.
  tags: 好观点 · → daily
• <a id="atom-d4263744ea183620"></a>2026-04-17 X·@financialjuice [老化中] · 对伊朗核武器的立场 · 地缘政治
  Trump: Iran will never possess nuclear weapon. US will get nuclear dust with Iran.
  tags: 好观点 · → daily
• <a id="atom-15480f26f1e1b1b6"></a>2026-04-22 X·@zerohedge · throttles intelligence-sharing with South Korea · 地缘政治
  US Throttles Intelligence-Sharing With South Korea After Nuclear Disclosure Row
  tags: 好观点 · → daily
• <a id="atom-63c9a7da3c337eb5"></a>2026-04-28 X·@PAstynome [老化中] · sidelined 5Eyes allies like Canada/UK · 地缘政治 +同日1条
  It’s very funny to see 5Eyes allies like Canada/UK get sidelined by the US and have them admit that Israel is higher on the totem pole.
  tags: 好观点 · → daily

3. 出口管制 有效封锁 vs 市场脱钩

*topic: 出口管制/关税 · 6 bull vs 13 bear*

🟢 bullish 侧:

• <a id="atom-9a9c755bbb0c063d"></a>2026-05-15 X·@FirstSquawk · 原油进口来自中国 · 关税/贸易流向
  WRIGHT STATES THAT US OIL PURCHASES FROM CHINA WILL LEAD TO GROWTH.
  tags: 好思考 · → daily
  value: direction=增量
• <a id="atom-9e1e8cf3d4f6d950"></a>2026-05-19 X·@Miles_Brundage · 出口管制对中国AI芯片出口效果显著 · 出口管制
  export controls are not as good as they can be but there is a *massive* mismatch w/ China. Dario has mostly won on that front
  tags: 好观点 · → daily
• <a id="atom-d7fdede1c66fd6d6"></a>2026-06-09 X·@FirstSquawk · 贸易逆差 · 贸易逆差/关税
  U.S. TRADE DEFICIT NARROWS MORE THAN EXPECTED IN APRIL, SIGNALING STRONGER EXTERNAL BALANCE
  tags: 好数字 · → daily
  value: qty=低于预期 · date=2026年4月
• <a id="atom-fe17374d076c15d3"></a>2026-06-25 X·@FirstSquawk · 关税行动承诺 · 关税
  UNITED STATES COMMITS TO PROVIDING FAVORABLE CONSIDERATION IN TARIFF ACTIONS FOR UZBEK INDUSTRIAL AND AGRICULTURAL EXPORTS
  tags: 好信源 · → daily
• <a id="atom-452186652d438c45"></a>2026-06-27 X·@BaldingsWorld · doing significantly more on China than Europe · 地缘政治/关税
  who is doing signifcantly more on China: US or Europe?
  tags: 好问题 · → daily

🔴 bearish 侧:

• <a id="atom-ed839a7fbd7cd288"></a>2026-04-19 X·@zerohedge · 对伊朗货船采取行动 · 地缘政治/关税
  US Strikes, Seizes Iranian Cargo Ship Trying To Break Blockade
  tags: 好信源 · → daily
  value: date=2026-04-19
• <a id="atom-046d07329d91a8ce"></a>2026-04-22 X·@zerohedge ⭐ · intercepted illicit tankers · 地缘政治/出口管制
  US Intercepts 3 More 'Illicit' Tankers In Asian Waters
  tags: 好数字·好信源 · → daily
  value: qty=3
• <a id="atom-ad43009adbedf8bf"></a>2026-04-28 X·@teortaxesTex · 对某实体的算力销售立场 · 出口管制/地缘政治
  There's no way the US sells him compute
  tags: 好观点 · → daily
  value: direction=no way the US sells him compute
• <a id="atom-1ff0952451a0ab80"></a>2026-04-29 X·@teortaxesTex · 对 DeepSeek 的算力销售判断 · 出口管制/地缘政治
  the US won't sell in the end I think
  tags: 好观点 · → daily
  value: direction=the US won't sell in the end
• <a id="atom-9bc7a843e53a28ec"></a>2026-05-03 X·@FirstSquawk [老化中] · blocking tactics delay · 关税/地缘政治
  US blocking tactics delay global shipping carbon levy talks
  tags: 好信源 · → daily
  value: direction=negative

4. 财政债务 通胀回归 vs 债务危机

*topic: 宏观利率 · 3 bull vs 5 bear*

🟢 bullish 侧:

• <a id="atom-f8bbf8f13a734008"></a>2026-05-28 X·@FirstSquawk · economy returning to disinflationary trend · 宏观利率
  THE US IS RETURNING TO A DISINFLATIONARY TREND
  tags: 好思考 · → daily
• <a id="atom-7af781252dc8c751"></a>2026-07-01 X·@FirstSquawk ⭐ · 上半年经济增长预期 · 宏观利率/营收
  US HASSETT: EXPECT ABOUT 4% GROWTH IN SECOND HALF FOR US
  tags: 好数字·好信源 · → daily
  value: qty=约4% · date=下半年
• <a id="atom-c7098865581488c0"></a>2026-07-02 X·@financialjuice · investment growth · 宏观利率
  In the US there's exceedingly strong investment growth.
  tags: 好思考 · → daily
  value: direction=exceedingly strong

🔴 bearish 侧:

• <a id="atom-650c733c68d10253"></a>2026-04-20 X·@KobeissiLetter ⭐ · debt projected to rise to 142% of GDP by 2031 · 宏观利率
  debt projected to rise to 142% of GDP by 2031.
  tags: 好数字·好信源 · → daily
  value: qty=142% of GDP · date=2031
  [图: 全球公共债务占GDP比例的历史与预测趋势图（IMF数据） — 2029年全球债务占GDP比例预计达到：100%; 2015年债务水平：约78%; 2020年债务水平：约97%; 2025年债务水平：约94%]
  📷 原图
• <a id="atom-b6d7b43c45a5157f"></a>2026-05-26 X·@balajis · sovereign debt crisis predicted from dollar debasement and hard money reinstitution · 宏观利率 +同日1条
  The debasement of the dollar and the sudden reinstitution of hard money will cause a similar sovereign debt crisis.
  tags: 好观点 · → daily
  value: direction=crisis
• <a id="atom-e17b2594f2d38e20"></a>2026-06-29 X·@DKThomp · has real challenges from rising inflation, data center populism, and resource limitations · 宏观利率/数据中心算力/地缘政治
  don't think it's crazy to think that the US has some real challenges
  tags: 好思考 · → daily
• <a id="atom-e58bb0ad762e75c4"></a>2026-07-01 X·@hrcsuraj · birth rate trend · 宏观利率
  declining since 2007
  tags: 好数字 · → daily
  value: direction=declining since 2007

5. 供应链重构 脱钩走廊 vs 成本劣势

*topic: 供应链/依赖度 · 2 bull vs 4 bear*

🟢 bullish 侧:

• <a id="atom-49dc7f474b7031fb"></a>2026-05-12 X·@stevehou · building supply chain corridor independent of China · 供应链
  The US has been building a new supply chain corridor, independent of China
  tags: 好信源 · → daily
  📷 原图
• <a id="atom-dd0f76577be63b1a"></a>2026-06-16 X·@Brad_Setser · reliance on China for final assembly · 依赖度
  The US has reduced its reliance on China for final assembly.
  tags: 好观点 · → daily
  value: direction=reduced
  📷 原图

🔴 bearish 侧:

• <a id="atom-ee2e9599b107c9a0"></a>2026-06-02 X·@pstAsiatech · reliance on Chinese biotechs growing · 地缘政治/供应链
  Growing US reliance on Chinese biotechs
  tags: 好观点·好信源 · → daily
  value: direction=growing · date=2026-06-02
• <a id="atom-aad5bfb3c2ab856f"></a>2026-06-16 X·@Brad_Setser · growing reliance on Chinese made inputs via third party markets · 依赖度/供应链 +同日2条
  tags: 好观点 · → daily
  value: direction=growing

6. 人才净流入 vs 信誉流失

*topic: 监管政策/人才吸引 · 2 bull vs 5 bear*

🟢 bullish 侧:

• <a id="atom-3efc108cc256f640"></a>2026-04-20 X·@teortaxesTex · 顶级AI人才净流入 · 人才吸引
  美国2025年净流量: 26.00
  tags: 好数字·好信源 · → daily
  value: qty=26.00 · date=2025
  [图: 2010-2025年全球主要国家顶级AI作者与发明家净流入/流出趋势图表 — 加拿大2025年净流量: -7.08; 美国2025年净流量: 26.00; 印度2025年净流量: -16.92; 英国2025年净流量: 5.17; 沙特阿拉伯2025年净流量: 3.08]
  📷 原图
• <a id="atom-e2d51a86f38346dc"></a>2026-07-02 X·@financialjuice · rewards offer for opening Strait of Hormuz · 地缘政治/监管政策
  US dangles rewards for opening the Strait of Hormuz. Iran isn't budging
  tags: 好信源 · → daily

🔴 bearish 侧:

• <a id="atom-4c9c74946db07044"></a>2026-04-27 X·@iamgingertrash [老化中] · perception as den of thieves with insider trading, scams, fraud · 监管政策
  the U.S. is seen as a den of thieves, rife with insider trading, scams, and fraud
  tags: 好观点 · → daily
• <a id="atom-e209510b05bcd9d0"></a>2026-05-01 X·@financialjuice · 警告向航运公司付款作为霍尔木兹海峡通行的慈善行为可能面临制裁 · 地缘政治/监管政策
  US warns shippers paying tolls as charity for Strait of Hormuz transit risk sanctions.
  tags: 好观点·好信源 · → daily
• <a id="atom-0c120a53e931bf95"></a>2026-05-17 X·@zerohedge · issues 5 peace ultimatums to Iran · 地缘政治/监管政策
  Uranium Transfer, Nuclear Limits: US Issues 5 Peace Ultimatums To Iran
  tags: 好信源 · → daily
• <a id="atom-5b0fb25bd62b100d"></a>2026-06-01 X·@DeItaone · 非遵守停火协议 · 地缘政治/监管政策
  NAVAL BLOCKADE BY U.S. AND ESCALATION OF WAR CRIMES IN LEBANON BY ISRAEL ARE CLEAR EVIDENCE OF U.S. NONCOMPLIANCE WITH THE CEASEFIRE
  tags: 好思考 · → daily
• <a id="atom-3cfcc411bbcfd5f2"></a>2026-06-07 X·@KobeissiLetter · 谈判承诺 · 地缘政治/监管政策
  the US and Israel are “neither committed to a ceasefire nor believe in dialogue”
  tags: 好观点 · → daily
  value: direction=无

🔗 因果传导 (causal map)

*US 在产业链上的传导关系. 边是群里/卖方陈述的因果 (非 AI 推断), 数字 = 几条 atom 支撑. 点 atom 溯源.*

↓ 下游·近期陈述 (4)

• 🔴 数字服务税国家 · 政策影响 · 1 次陈述
  President Trump threatens to impose a 100% tariff on any country that imposes a digital services tax on US companies
• 🟢 ASML · 产能依赖 · 1 次陈述
  US AI dependencies (such as ASML), while objectively vital, have high latency measured in months-years
• 🔴 ASML · 政策影响 · 1 次陈述
  The Netherlands is lobbying the US to not expand export controls on semiconductor equipment, a move that would constrain
• 🔴 China · 替代 · 1 次陈述
  Trading dependancy on US frontier model development capabilities to dependancy on China's capabilities is, not great tra

↑ 上游·近期陈述 (4)

• 🟢 China · 资金轮动 · 1 次陈述
  Macklem: imbalances rise as China’s capital outflow grows, with US as top recipient
• ⚪ Iran · 政策影响 · 1 次陈述
  @FirstSquawk: IRAN'S PRESIDENT PEZESHKIAN: IF AMERICAN SIDE HONOURS THE ACCORD, IRAN WILL LIKEWISE FULFIL ITS OBLIGATION
• 🔴 China · 供给挤压 · 1 次陈述
  China gets concessions with REE threats, because they can credibly issue them and the US is not confident to call the bl
• ⚪ Netherlands · 传导 · 1 次陈述
  The Netherlands is lobbying the US to not expand export controls on semiconductor equipment, a move that would constrain

🟦 客观事实 (facts) (30)

• <a id="atom-327e5ed0c14a0c41"></a>🟦 2026-05-11 X·@zerohedge ⭐ · 62 ships redirected since start of Hormuz blockade · 地缘政治/出货量
  US Says 62 Ships Redirected Since Start of Hormuz Blockade
  tags: 好数字·好信源 · → daily
  value: qty=62 · date=since start of Hormuz blockade
• <a id="atom-0a81e4e83d2c644b"></a>🟦 2026-05-08 X·@zerohedge ⭐ · driest first three months of a year in history · 地缘政治
  We Just Experienced The Driest First Three Months Of A Year In US History
  tags: 好数字·好信源 · → daily
  value: date=2026
• <a id="atom-046d07329d91a8ce"></a>🟦 2026-04-22 X·@zerohedge ⭐ · intercepted illicit tankers · 地缘政治/出口管制
  US Intercepts 3 More 'Illicit' Tankers In Asian Waters
  tags: 好数字·好信源 · → daily
  value: qty=3
• <a id="atom-650c733c68d10253"></a>🟦 2026-04-20 X·@KobeissiLetter ⭐ · debt projected to rise to 142% of GDP by 2031 · 宏观利率
  debt projected to rise to 142% of GDP by 2031.
  tags: 好数字·好信源 · → daily
  value: qty=142% of GDP · date=2031
  [图: 全球公共债务占GDP比例的历史与预测趋势图（IMF数据） — 2029年全球债务占GDP比例预计达到：100%; 2015年债务水平：约78%; 2020年债务水平：约97%; 2025年债务水平：约94%]
  📷 原图
• <a id="atom-a5a44a72ebf3e87f"></a>🟦 2026-05-05 X·@zerohedge ⭐ · 3月招聘月增幅记录 · 就业市场
  the biggest monthly surge on record (ex one-time Covid outlier)
  tags: 好数字·好思考 · → daily
  value: direction=最大单月增幅（除疫情异常值外）
  [图: 美国月度招聘人数变化历史走势图，显示最新月份录得除疫情特殊时期外的历史最大单月增幅 — 655.00 (最新单月新增招聘人数/千人)]
  📷 原图
• <a id="atom-f1d2dd90b65672d5"></a>🟦 2026-06-16 X·@AIStockSavvy · 拥有近 10 万吨乏核燃料 · 库存
  The U.S. holds nearly one hundred thousand metric tons of used nuclear fuel.
  tags: 好数字·好信源 · → daily
  value: qty=nearly one hundred thousand metric tons
• <a id="atom-b01b683d44a81a5a"></a>🟦 2026-05-18 X·@AIStockSavvy · proposed payment to Iran · 地缘政治
  reported $25 billion US offer
  tags: 好数字·好信源 · → daily
  value: qty=$25 billion
• <a id="atom-c722373e9d5cf413"></a>🟦 2026-05-18 X·@Sino_Market · Agreed to unfreeze 25% of Iran's funds on a phased timetable · 地缘政治
  WASHINGTON HAS SO FAR ONLY AGREED TO UNFREEZE 25% OF IRAN'S FUNDS ON A PHASED TIMETABLE
  tags: 好数字·好信源 · → daily
  value: qty=25%
• <a id="atom-95a537f2bb1520c3"></a>🟦 2026-05-04 X·@jmalchow · 年变压器进口额 · 价格动态
  The US imports $4 billion annually.
  tags: 好数字·好信源 · → daily
  value: qty=$4 billion · date=annually
  📷 原图
• <a id="atom-3efc108cc256f640"></a>🟦 2026-04-20 X·@teortaxesTex · 顶级AI人才净流入 · 人才吸引
  美国2025年净流量: 26.00
  tags: 好数字·好信源 · → daily
  value: qty=26.00 · date=2025
  [图: 2010-2025年全球主要国家顶级AI作者与发明家净流入/流出趋势图表 — 加拿大2025年净流量: -7.08; 美国2025年净流量: 26.00; 印度2025年净流量: -16.92; 英国2025年净流量: 5.17; 沙特阿拉伯2025年净流量: 3.08]
  📷 原图
• <a id="atom-a03d900d310262d6"></a>🟦 2026-06-23 X·@teortaxesTex · is becoming closed · 出口管制/地缘政治
  the U.S. is becoming closed.
  tags: 好观点·好信源 · → daily
  📷 原图
• <a id="atom-2321500788b46d3a"></a>🟦 2026-04-29 X·@zerohedge · 海军封锁相关声明 · 地缘政治/核计划
  Trump to Channel 12 News: I won't lift the naval blockade without the nuclear program
  tags: 好信源·好观点 · → daily
• <a id="atom-9f7343aed560a4f2"></a>🟦 2026-05-12 X·@stevehou · net oil producer status · 能源
  The US is a net oil producer
  tags: 好数字·好观点 · → daily
  📷 原图
• <a id="atom-4f143629dc29861b"></a>🟦 2026-06-08 X·@zerohedge · 允许人道主义援助船只通过封锁 · 地缘政治
  US HAS ALLOWED 42 VESSELS FOR HUMANITARIAN AID TO PASS BLOCKADE
  tags: 好数字 · → daily
• <a id="atom-385271a47c291ce5"></a>🟦 2026-05-21 X·@KobeissiLetter · 军力部署 · 地缘政治
  BREAKING: President Trump announces that the US is sending 5,000 troops to Poland.
  tags: 好数字 · → daily
  value: qty=5,000 troops · date=2026-05-21
  📷 原图
• <a id="atom-464f5f2366ffb87e"></a>🟦 2026-05-20 X·@zerohedge · 原油出口量 · 价格动态
  the US exported 5.6 million barrels last week: the 2nd highest ever
  tags: 好数字 · → daily
  value: qty=5.6 million barrels · date=last week
  📷 原图
• <a id="atom-9c0045c5b699e2de"></a>🟦 2026-05-14 X·@dnystedt · 每张许可证允许购买量 · 出口管制/订单需求
  75,000 chips per license
  tags: 好数字 · → daily
  value: qty=75,000
• <a id="atom-db18a49f2e128e25"></a>🟦 2026-05-05 X·@zerohedge · 3月招聘人数 · 就业市场
  In March the US hired 655K workers
  tags: 好数字 · → daily
  value: qty=655K · date=2026-03
  [图: 美国月度招聘人数变化历史走势图，显示最新月份录得除疫情特殊时期外的历史最大单月增幅 — 655.00 (最新单月新增招聘人数/千人)]
  📷 原图
• <a id="atom-945e448ddaf2e6ab"></a>🟦 2026-05-05 X·@zerohedge · 3月招聘总人数 · 就业市场
  In March the US hired 655K workers (bringing total to 5.554 million)
  tags: 好数字 · → daily
  value: qty=5.554M · date=2026-03
  [图: 美国月度招聘人数变化历史走势图，显示最新月份录得除疫情特殊时期外的历史最大单月增幅 — 655.00 (最新单月新增招聘人数/千人)]
  📷 原图
• <a id="atom-c26a0a95ac40331d"></a>🟦 2026-04-20 X·@KobeissiLetter · government deficit of 7-8% of GDP · 宏观利率
  This comes as the US is running a government deficit of 7-8% of GDP, with debt projected to rise to 142% of GDP by 2031.
  tags: 好数字 · → daily
  value: qty=7-8% of GDP
  [图: 全球公共债务占GDP比例的历史与预测趋势图（IMF数据） — 2029年全球债务占GDP比例预计达到：100%; 2015年债务水平：约78%; 2020年债务水平：约97%; 2025年债务水平：约94%]
  📷 原图
• <a id="atom-e818422b05cd0c2a"></a>🟦 2026-04-18 X·@KobeissiLetter · planned meeting with Iran · 地缘政治
  markets were expecting the US and Iran to meet for the second time on Sunday. As of right now, there is no meeting planned
  tags: 好数字 · → daily
  value: date=2026-04-19
• <a id="atom-f7d66480df3f4f28"></a>🟦 2026-07-02 X·@KobeissiLetter · NATO 支出 · 地缘政治
  the US spends more money on NATO than any other country
  tags: 好信源 · → daily
  value: qty=more than any other country
  📷 原图
• <a id="atom-2a4e308ca2648544"></a>🟦 2026-06-30 X·@pstAsiatech · working on ban targeting Chinese energy inverters · 关税/出口管制
  US is working on ban targeting Chinese energy inverters, sources say
  tags: 好信源 · → daily
• <a id="atom-5b9338f58d666993"></a>🟦 2026-06-26 X·@zerohedge · opened communication line with Iran to coordinate on Hormuz · 地缘政治
  IRAN, US OPEN COMMUNICATION LINE TO COORDINATE ON HORMUZ
  tags: 好信源 · → daily
• <a id="atom-518b9cca47117749"></a>🟦 2026-06-26 X·@zerohedge · opened Hormuz line with Iran to prevent military escalation · 地缘政治
  US, IRAN HORMUZ LINE TO PREVENT MILITARY ESCALATION
  tags: 好信源 · → daily
• <a id="atom-3521872978a15af2"></a>🟦 2026-06-26 X·@zerohedge · 对伊朗军事目标打击声明 · 地缘政治
  *US SAYS IT STRUCK IRANIAN TARGETS IN RESPONSE TO SHIP ATTACK
  tags: 好信源 · → daily
  value: qty= · date=2026-06-26
• <a id="atom-9e3e4c1fccadfa61"></a>🟦 2026-06-26 X·@zerohedge · 打击伊朗 · 地缘政治
  US Strikes Iran In Retaliation To Hormuz Ship Attack
  tags: 好信源 · → daily
• <a id="atom-12994bc98c3d1c19"></a>🟦 2026-06-26 X·@zerohedge · strikes Iran's Sirik Island · 地缘政治
  US Strikes Iran's Sirik Island In Retaliation To Hormuz Ship Attack
  tags: 好信源 · → daily
  value: date=2026-06-26
  📷 原图
• <a id="atom-0603a50624da8bf7"></a>🟦 2026-06-25 X·@StockSavvyShay · Q1 Final GDP · 宏观数据
  U.S. Q1 Final GDP +2.1 vs. Est. +1.6%
  tags: 好数字 · → daily
  value: qty=+2.1% · date=Q1 2026
  📷 原图
• <a id="atom-542acc62205a8890"></a>🟦 2026-06-25 X·@Techmeme · proposes AI partnership to EU for chip supply chain security · 供应链/监管政策
  the US proposes that the EU sign on to an AI partnership to help secure chip supply chains
  tags: 好信源 · → daily
  value: qty= · date=

🟥 多头 takes (bullish) (28)

• <a id="atom-4c4690373f84e17b"></a>🟥 2026-04-26 X·@yishan · AI 开源政策建议 · 技术路线/竞争格局
  _Just require firms to open-source the weights of all models 2 or more generations behind their current most advanced model.

This would make GPT-5.3 and Opus 4.5 open source, and would be enough to maintain US dominance.

Even today, gpt-oss-120b remains a formidable rival to mid-grade OSS models like 35B._

tags: 好观点·好思考 · → daily

• <a id="atom-234b640b94969b18"></a>🟥 2026-06-14 X·@KobeissiLetter · expected sanctions relief discussion · 地缘政治
  US will commit to discuss sanctions relief with Iran
  tags: 好信源 · → daily
• <a id="atom-880fdbb3ada44d1f"></a>🟥 2026-05-13 X·@aleabitoreddit [老旧] · 需要扩大国内稀土项目 · 地缘政治/供给产能
  I wrote on article on why the US needs to scale more domestic rare earths projects rather than focusing on a few like $MP.
  tags: 好观点·好思考 · → daily
• <a id="atom-b267685321379dec"></a>🟥 2026-06-26 X·@scaling01 · AGI实现时序预测 · 技术路线/竞争格局
  US will build AGI first
  tags: 好观点 · → daily
• <a id="atom-6e5ae2f418cd069b"></a>🟥 2026-06-21 X·@zerohedge · QUESTION IS HOW MUCH MORE WE CAN ACHIEVE IN MIDEAST · 地缘政治
  *VANCE: QUESTION IS HOW MUCH MORE WE CAN ACHIEVE IN MIDEAST
  tags: 好观点 · → daily
• <a id="atom-4ecb732aca14d0af"></a>🟥 2026-06-21 X·@zerohedge · FEEL GREAT WHERE WE'RE OVER LEBANON ISSUE · 地缘政治
  *VANCE ON ISRAEL: I FEEL GREAT WHERE WE'RE OVER LEBANON ISSUE
  tags: 好观点 · → daily
• <a id="atom-615526efa8be8f6e"></a>🟥 2026-05-15 X·@_tinygrad · AI capex spending pace relative to China · 资本开支/数据中心算力_
  The US is ramping up spending way faster than the Chinese
  tags: 好观点 · → daily
  [图: 中美AI模型能力（Elo评分）随发布时间变化的趋势对比图表 — OpenAI GPT-5.5 Elo评分: 约1250; DeepSeek V4 Pro Elo评分: 约800; OpenAI GPT-4o Elo评分: 约20]
  📷 原图
• <a id="atom-8790aafa6ab503de"></a>🟥 2026-05-06 X·@zerohedge [老化中] · space leadership · 竞争格局/地缘政治
  TRUMP: US IS LEADING IN SPACE BY SO MUCH
  tags: 好观点 · → daily
• <a id="atom-89ec0ebacae6941e"></a>🟥 2026-06-30 X·@RYANHINGSHING · AI芯片优势评估 · 竞争格局/供给产能
  US will have a great advantage [in chips]
  tags: 好观点 · → daily
  value: qty=great advantage · direction=positive
• <a id="atom-a06da27b9e15e1a5"></a>🟥 2026-06-30 X·@RYANHINGSHING · 对China AI生态系统担忧 · 竞争格局/地缘政治
  US will be afraid of [China's strong AI ecosystem]
  tags: 好观点 · → daily
  value: qty=afraid of · direction=negative
• <a id="atom-c16afe33878f12c4"></a>🟥 2026-05-14 X·@AaronBergman18 · 保持领先地位 · 竞争格局
  I do find it weird that somehow the US keeps winning
  tags: 好思考 · → daily
• <a id="atom-aa888528add38404"></a>🟥 2026-05-14 X·@lu_sichu · 有巨大的结构性优势 · 竞争格局
  I think it's partially that even declining powers have huge structural advantages
  tags: 好思考 · → daily
• <a id="atom-279762f9f2d9ea67"></a>🟥 2026-05-14 X·@lu_sichu · 有文化优势 · 竞争格局
  and partially just the culture
  tags: 好思考 · → daily
• <a id="atom-bab1e7f59159e62d"></a>🟥 2026-04-28 X·@R3000C · UAEのOPEC脱退後、フジャイラ海路を集中的に守る可能性 · 地缘政治/供给产能
  UAEのOPEC脱退を確認後、米国はホルムズ海峡内と比べたら守りやすいフジャイラ海路を集中的に守る可能性がある
  tags: 好思考 · → daily
• <a id="atom-8528aea60a1dc649"></a>🟥 2026-06-30 X·@teortaxesTex · dollar goes further in models per watt and second and dollar · 技术性能/资本支出效率
  a dollar goes *further* in the US. Models are more powerful, chips do more per watt and second and $
  tags: 好观点 · → daily
• <a id="atom-dd1d61b9f4808068"></a>🟥 2026-06-29 X·@DKThomp · winning on AI right now · 竞争格局
  US is winning on AI right now
  tags: 好观点 · → daily
• <a id="atom-44cf203d61feab4f"></a>🟥 2026-06-26 X·@teortaxesTex · 2008-2009年若违约将给中国赢得AI追赶时间 · 地缘政治
  The US defaulting in 2008-2009 would have won the Chinese time to catch up in AI, and by now there wouldn't have been a dangerous gap.
  tags: 好观点 · → daily
  value: date=2008-2009
• <a id="atom-dd0f76577be63b1a"></a>🟥 2026-06-16 X·@Brad_Setser · reliance on China for final assembly · 依赖度
  The US has reduced its reliance on China for final assembly.
  tags: 好观点 · → daily
  value: direction=reduced
  📷 原图
• <a id="atom-009c8b0a2a9ec704"></a>🟥 2026-06-15 X·@iamgingertrash · produces geniuses and autists · 人才供给
  The U.S. produces variance Schizos and nut jobs Geniuses and autists Both in perfect supply
  tags: 好观点 · → daily
• <a id="atom-9c75c1d77a039ce9"></a>🟥 2026-06-02 X·@ndyRoo2 · has majority of aggressive innovators · 创新生态
  Their only weakness is that the US has the lion’s share of aggressive innovators and we reward them very, very well.
  tags: 好观点 · → daily
• <a id="atom-e1dea73361178fa3"></a>🟥 2026-05-26 X·@balajis · global footprint shows greatest empire of all time · 地缘政治/历史类比
  this ain’t the posture of a people sitting humbly behind their own borders, but the greatest empire of all time.
  tags: 好观点 · → daily
  value: direction=greatest empire
  📷 原图
• <a id="atom-9e1e8cf3d4f6d950"></a>🟥 2026-05-19 X·@Miles_Brundage · 出口管制对中国AI芯片出口效果显著 · 出口管制
  export controls are not as good as they can be but there is a *massive* mismatch w/ China. Dario has mostly won on that front
  tags: 好观点 · → daily
• <a id="atom-51701bb77af47f42"></a>🟥 2026-05-14 X·@teortaxesTex · overwhelming advantage in chip production · 供给产能/竞争格局
  The US has an overwhelming advantage in production of chips
  tags: 好观点 · → daily
• <a id="atom-354f70c96799ffcf"></a>🟥 2026-05-06 X·@teortaxesTex [老化中] · 投资者行为 · AGI供应链
  Americans themselves happily exchange metal for more dollars to put into AGI supply chain
  tags: 好观点 · → daily
  [图: 该图表展示了2012年至2025年间中国官方黄金储备（白线）与中国持有的美债规模（红线）呈现此消彼长的对立走势。 — 2012年 (美债数据起点); 2015年 (黄金储备数据起点); 2024年 (美债持仓降至低点); 2025年 (预测/时间轴终点)]
  📷 原图
• <a id="atom-8315dfd75d13cf48"></a>🟥 2026-05-03 X·@gnievchenko · AGI race lead time · 技术路线/地缘政治
  by which time AGI race should be won by the US assuring another century of hegemony
  tags: 好观点 · → daily
  value: qty=one century · date=future
• <a id="atom-bb01cfb35187a7db"></a>🟥 2026-04-20 X·@Brad_Setser [老化中] · 对亚洲需求角色 · 仓位情绪
  arguably US plays an even bigger as a source of demand for Asian manufacturers than as a source of security
  tags: 好观点 · → daily
  value: direction=bigger
• <a id="atom-113924cd2be047cd"></a>🟥 2026-04-15 X·@natolambert · adoption metrics of open models recovery · 管理层表态
  The second derivative of influence on open models has shifted, and the U.S. will slowly regain ground in adoption metrics of open models starting in early 2027 (it takes a long time for China’s velocity to slow, then flip).
  tags: 好观点 · → daily
  value: date=early 2027
• <a id="atom-452186652d438c45"></a>🟥 2026-06-27 X·@BaldingsWorld · doing significantly more on China than Europe · 地缘政治/关税
  who is doing signifcantly more on China: US or Europe?
  tags: 好问题 · → daily

🟥 空头 takes (bearish) (30)

• <a id="atom-ee2e9599b107c9a0"></a>🟥 2026-06-02 X·@pstAsiatech · reliance on Chinese biotechs growing · 地缘政治/供应链
  Growing US reliance on Chinese biotechs
  tags: 好观点·好信源 · → daily
  value: direction=growing · date=2026-06-02
• <a id="atom-dd712c82976ac37e"></a>🟥 2026-05-19 X·@sudoraohacker · unwinding many institutions and relationships that support AI research · 竞争格局/技术路线
  The U.S. seems to be unwinding many institutions and relationships
  tags: 好观点·好思考 · → daily
• <a id="atom-bbbe781f16680630"></a>🟥 2026-04-25 X·@Brad_Setser [老化中] · sustenance by petrodollar system in 2025-2026 · 经常账户
  talk of the US being sustained by the petrodollar system in 2025 and 2026 misses the mark
  tags: 好观点·好思考 · → daily
  value: date=2025-2026 · direction=not sustained
• <a id="atom-8fac074bf0016328"></a>🟥 2026-05-25 X·@BarrettYouTube · decision to cut China off from semiconductors is one of biggest policy mistakes · 出口管制
  The decision of the US to cut China off from semiconductors will go down in history as one of the biggest policy mistakes of all time.
  tags: 好观点 · → daily
• <a id="atom-80bca2a3a29798bb"></a>🟥 2026-05-16 X·@zerohedge · 面临升级的经济后果 · 地缘政治
  Tehran Claims US Faces Escalating Economic Fallout From 'War Of Choice' As Hardship Mounts Inside Iran
  tags: 好观点 · → daily
• <a id="atom-109c1bda8da0d000"></a>🟥 2026-05-06 X·@zerohedge [老化中] · 官方定性香蕉共和国 · 地缘政治
  US 'Officially A Banana Republic'
  tags: 好观点 · → daily
• <a id="atom-15480f26f1e1b1b6"></a>🟥 2026-04-22 X·@zerohedge · throttles intelligence-sharing with South Korea · 地缘政治
  US Throttles Intelligence-Sharing With South Korea After Nuclear Disclosure Row
  tags: 好观点 · → daily
• <a id="atom-e17b2594f2d38e20"></a>🟥 2026-06-29 X·@DKThomp · has real challenges from rising inflation, data center populism, and resource limitations · 宏观利率/数据中心算力/地缘政治
  don't think it's crazy to think that the US has some real challenges
  tags: 好思考 · → daily
• <a id="atom-1d18dd9537f348f6"></a>🟥 2026-06-19 X·@AlphaExponent · profits accumulated overwhelmingly to sector leader in multiple sectors · 竞争格局
  In the US, across multiple sectors, profits accumulated overwhelmingly to the sector leader; this became amplified w/ tech, where each is a virtual monopoly
  tags: 好思考 · → daily
• <a id="atom-cda33d56747f30ed"></a>🟥 2026-07-03 X·@RnaudBertrand · 闭源AI战略错误判断 · 竞争格局/技术路线
  it increasingly looks like the US made a wrong bet with closed-source AI - an extremely expensive wrong bet
  tags: 好观点 · → daily
• <a id="atom-f882bd05fd7a8075"></a>🟥 2026-06-20 X·@ChrisRMcGuire · interest in limiting China memory production capacity expansion · 供给产能
  It is not in the U.S. interest for China to expand its memory production capacity.
  tags: 好观点 · → daily
• <a id="atom-9379a755c280651d"></a>🟥 2026-06-19 X·@HarryStebbings · 无优质开源模型 · 竞争格局
  We don't even have any in the US now.
  tags: 好观点 · → daily
• <a id="atom-1b7f6d52063b2ddc"></a>🟥 2026-06-19 X·@AlphaExponent · capital less willing to fund similar players in any given sector · 竞争格局
  US capital is much less willing to fund similar players in any given sector - monopoly profit always seems to be the goal
  tags: 好观点 · → daily
• <a id="atom-ae6f5f319a41799d"></a>🟥 2026-06-19 X·@AlphaExponent · shareholders prioritized over labor, favor consolidation · 竞争格局
  In the US, shareholders, which favor consolidation, are typically prioritized over labor, much of which is offshored
  tags: 好观点 · → daily
• <a id="atom-ba9395fc18dfa7e1"></a>🟥 2026-06-17 X·@teortaxesTex · 被伊朗拖入泥沼 · 地缘政治
  伊朗已把美国拖入泥沼，在那里几乎没什么可实现的
  tags: 好观点 · → daily
• <a id="atom-9f7b31ea930704f8"></a>🟥 2026-06-16 X·@teortaxesTex · is falling behind · 竞争格局
  But so is the US!
  tags: 好观点 · → daily
• <a id="atom-aad5bfb3c2ab856f"></a>🟥 2026-06-16 X·@Brad_Setser · growing reliance on Chinese made inputs via third party markets · 依赖度/供应链
  tags: 好观点 · → daily
  value: direction=growing
• <a id="atom-d58944d26df50349"></a>🟥 2026-06-16 X·@Brad_Setser · has not made substantive progress on reducing dependency on China outside Rare Earths · 依赖度/关键矿产
  I don't we have made any substantive progress yet and outside Rare Earths (where China is forcing the US) dependencies are rising.
  tags: 好观点 · → daily
• <a id="atom-b879f068b88216a7"></a>🟥 2026-06-16 X·@Brad_Setser · no efforts being made to address reliance on China for intermediate goods · 依赖度/供应链
  no efforts are being made to seriously address embedded Chinese content/ reliance on china for intermediate goods (both hard problems)
  tags: 好观点 · → daily
• <a id="atom-c9015ed0e8794316"></a>🟥 2026-06-16 X·@NickJFuentes · lost Iran War · 地缘政治
  the US will have officially lost the Iran War
  tags: 好观点 · → daily
• <a id="atom-d4caee1a6146920c"></a>🟥 2026-06-16 X·@NickJFuentes · paying Iran hundreds of billions of dollars to open Strait of Hormuz · 地缘政治/关税
  We are paying them hundreds of billions of dollars to open the Strait of Hormuz
  tags: 好观点 · → daily
  value: qty=hundreds of billions of dollars
• <a id="atom-75a748ec20e2274f"></a>🟥 2026-06-13 X·@charles_maddock · 技术出口地位 · 地缘政治
  the US surrenders its place as the world's undisputed economic superpower
  tags: 好观点 · → daily
• <a id="atom-9f788250ae3c58fe"></a>🟥 2026-06-05 X·@Brad_Setser · 与中国的利益共享程度 · 地缘政治/贸易
  The US and China don't really share many interests
  tags: 好观点 · → daily
  📷 原图
• <a id="atom-b6d7b43c45a5157f"></a>🟥 2026-05-26 X·@balajis · sovereign debt crisis predicted from dollar debasement and hard money reinstitution · 宏观利率
  The debasement of the dollar and the sudden reinstitution of hard money will cause a similar sovereign debt crisis.
  tags: 好观点 · → daily
  value: direction=crisis
• <a id="atom-159ce943fc90c85f"></a>🟥 2026-05-26 X·@balajis · withdrawing from the world · 地缘政治
  And now it’s withdrawing from the world.
  tags: 好观点 · → daily
  value: direction=withdrawing
  📷 原图
• <a id="atom-09776a2e845cc11a"></a>🟥 2026-05-26 X·@balajis · capital-inefficient and internally divided to survive real taxation burden · 地缘政治/宏观利率
  the empire was just too capital-inefficient and internally divided to survive the burden of real taxation.
  tags: 好观点 · → daily
  value: direction=unsustainable
• <a id="atom-5ee29f33f26dd1c6"></a>🟥 2026-05-26 X·@natolambert [老旧] · leadership in open models · 竞争格局/模型发布
  obviously the US isn't leading in open models right now
  tags: 好观点 · → daily
• <a id="atom-b1c043e9811837e2"></a>🟥 2026-05-19 X·@Miles_Brundage · 中国几乎没有可能超越美国 · 地缘政治
  there is essentially no chance at this point of China leapfrogging the US absent an increasingly unlikely policy reversal
  tags: 好观点 · → daily
• <a id="atom-78db1f67d676051d"></a>🟥 2026-05-18 X·@hsu_steve · 伊朗战争中显著消耗了储备 · 地缘政治/库存
  Meanwhile US has significantly depleted its reserves in this stupid Iran war.
  tags: 好观点 · → daily
  value: date=2026-05-18
  📷 原图
• <a id="atom-0131529b38961f65"></a>🟥 2026-05-16 X·@PhillipsPOBrien · decline under Trump · 地缘政治
  It is amazing how little the press is willing to dissect US decline under Trump.
  tags: 好观点 · → daily

🟥 中性 takes (neutral) (12)

• <a id="atom-a003b10642ffa1cb"></a>🟥 2026-06-23 X·@zerohedge ⭐ · 据称将解冻120亿美元伊朗资金 · 地缘政治
  As Tehran Touts US To Unfreeze $12BN
  tags: 好数字·好思考 · → daily
• <a id="atom-e8014bbfd6cc9d80"></a>🟥 2026-05-25 X·@woke8yearold · AGI 控制角色 · AGI控制/地缘政治
  The future of the world will be decided by how the AI game plays out in those two powers
  tags: 好观点·好思考 · → daily
• <a id="atom-5f36d92366621e42"></a>🟥 2026-06-01 X·@Brad_Setser · services surplus falls short of covering goods deficit · 贸易逆差/服务业
  the US services surplus falls well short of covering the US goods deficit
  tags: 好思考 · → daily
• <a id="atom-5bdbedff2877da26"></a>🟥 2026-05-14 X·@KamiliaHaraQoo · 是否此前已批准H200对华销售 · 出口管制
  Haven't US already approved that a few months ago
  tags: 好问题 · → daily
• <a id="atom-48cb62be95d78bd3"></a>🟥 2026-06-16 X·@Brad_Setser · relocating final assembly is actual result of most bilateral tariffs · 关税/供应链
  we have ample evidence that relocating final assembly is actual result of most bilateral tariffs and no efforts are being made to seriously address embedded chinese content/ reliance on china for intermediate goods
  tags: 好观点 · → daily
• <a id="atom-fbe25c8eaa135a72"></a>🟥 2026-06-15 X·@berggeit · 被描述为可以收费但他国不行 · 地缘政治
  we are in America, we can charge people, but others cannot. It hurts our ego.
  tags: 好观点 · → daily
• <a id="atom-8c47a0270a1e5581"></a>🟥 2026-06-10 X·@Brad_Setser · 进口中中国嵌入内容未真正减少 · 贸易流向
  Counting embedded Chinese content US imports aren't really down
  tags: 好观点 · → daily
• <a id="atom-e58efe0495676ce2"></a>🟥 2026-05-22 X·@GlennLuk · negotiation with China · 地缘政治
  At some point the U.S. and China are going to sit down and trade: 'I'll trade you EV & solar for advanced semicap and a 2nd round pick'
  tags: 好观点 · → daily
  value: qty=EV & solar for advanced semicap and a 2nd round pick · date=unspecified future
• <a id="atom-b35b31df134f4635"></a>🟥 2026-05-08 X·@ecommerceshares [老化中] · 产业政策方式类似中国 · 监管政策/地缘政治
  It’s how they do it in China.
  tags: 好观点 · → daily
• <a id="atom-469dff3b3a28c6c7"></a>🟥 2026-05-05 X·@Brad_Setser [老化中] · massive import surge celebrated by Trump Administration · 进口/贸易政策
  the Trump Administration (and Mr. Navarro) are celebrating a massive import surge ...
  tags: 好观点 · → daily
  value: qty=massive · date=2025-12
  [图: 汽车与资本品进口折年率滚动3个月总额走势图（2010年12月至2025年12月） — 2025年12月资本品进口额: 约1400十亿美元; 2025年12月汽车进口额: 约400十亿美元; 2020年6月汽车进口最低点: 约170十亿美元; 2020年6月资本品进口最低点: 约580十亿美元]
  📷 原图
• <a id="atom-e0f1eaba3e7f7eb9"></a>🟥 2026-04-19 X·@aleabitoreddit [老化中] · 会军事保卫台湾 · 地缘政治/出口管制
  US would defend Taiwan militarily
  tags: 好观点 · → daily
• <a id="atom-3ece0a2014530d3a"></a>🟥 2026-06-01 X·@Brad_Setser · services surplus with Cayman Islands is in finance · 服务业/避税问题
  celebrate a massive services surplus (in finance) with Caymans?
  tags: 好问题 · → daily

🟦 新闻流 (squawk · 40)

⏱ 时间轴 (近 20)

• 🟥 2026-07-03 · narrative · 闭源AI战略错误判断 · → daily
• 🟦 2026-07-03 · narrative · 供应链战略关注 · → daily
• 🟦 2026-07-02 · fact · NATO 支出 · → daily
• 🟦 2026-07-02 · fact · investment growth · → daily
• 🟦 2026-07-02 · narrative · trade deal progress with Canada and Mexico · → daily
• 🟦 2026-07-02 · fact · rewards offer for opening Strait of Hormuz · → daily
• 🟦 2026-07-01 · fact · 将与伊朗进行间接谈判 · → daily
• 🟦 2026-07-01 · fact · birth rate · → daily
• 🟦 2026-07-01 · fact · birth rate trend · → daily
• 🟦 2026-07-01 · forecast · 上半年经济增长预期 · → daily
• 🟦 2026-07-01 · forecast · 失业率预测 · → daily
• 🟥 2026-07-01 · narrative · AI boom showing itself first and prominently · → daily
• 🟦 2026-07-01 · fact · has options if Iran attempts to redevelop its nuclear progra · → daily
• 🟦 2026-07-01 · fact · signed MOU with Tanzania to combat infectious diseases · → daily
• 🟦 2026-07-01 · fact · tries to talk Iran out of tolls as talks resume in Doha · → daily
• 🟦 2026-07-01 · fact · 试图说服伊朗取消通行费 · → daily
• 🟦 2026-07-01 · fact · trying to talk Iran out of tolls · → daily
• 🟦 2026-06-30 · fact · 依赖中国稀土和原料 · → daily
• 🟦 2026-06-30 · fact · drafting ban on imports of foreign inverters · → daily
• 🟥 2026-06-30 · narrative · dollar goes further in models per watt and second and dollar · → daily

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