亚洲

6 atoms · 跨 6 天 · 首见 2026-04-18 · 最近 2026-06-30

三色: 🟦 fact 2 · 🟥 take 4 · stance ▲0/▼3/◆2

来源: X 6

时态: fresh:4 · aging:2

标签: 好思考:2 · 好观点:2 · 好信源:1 · 好数字:1

叙事 (narrative) (3)

• 2026-04-24 [老化中] · 国有资本流出未被储备统计
  there are a lot of state driven flows (across Asia + in the oil exporters) that aren't captured in reserves
  tags: 好思考 · → daily
• 2026-04-18 [老化中] · 受LNG策略影响态度变化
  Asia is now burned on LNG and will only buy what it must for industrials/chemicals but will move away from gas for power.
  tags: 好思考 · → daily
• 2026-06-18 · 经常账户盈余转化为美国债券流入
  Asia's big surplus isn't translating into big flows into US bonds this time around.
  tags: 好观点 · → daily

预测 (forecast) (2)

• 2026-04-28 · 燃油短缺风险
  fuel shortages during the Northern Hemisphere summer peak. Impact likely to start in Asia
  tags: 好信源 · → daily
• 2026-06-30 · 几乎所有能源增长发生在亚洲
  nearly all of the growth — clean or fossil — happens in Asia, especially India, Southeast Asia, and China
  tags: 好观点 · → daily
  value: date=2030

事实 (fact) (1)

• 2026-05-10 · 贸易顺差
  Asia's surplus is still up
  tags: 好数字 · → daily
  value: direction=up · date=截至2026年Q1

时间轴 (近 20)

• 2026-06-30 · forecast · 几乎所有能源增长发生在亚洲 · → daily
• 2026-06-18 · narrative · 经常账户盈余转化为美国债券流入 · → daily
• 2026-05-10 · fact · 贸易顺差 · → daily
• 2026-04-28 · forecast · 燃油短缺风险 · → daily
• 2026-04-24 · narrative · 国有资本流出未被储备统计 · → daily
• 2026-04-18 · narrative · 受LNG策略影响态度变化 · → daily

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