以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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印度
21 atoms · 跨 15 天 · 首见 2026-04-30 · 最近 2026-07-02
三色: 🟦 fact 10 · 🟥 take 11 · stance ▲4/▼5/◆5
来源: X 21
时态: fresh:18 · aging:3
标签: 好观点:8 · 好数字:6 · 好信源:5 · 好思考:2 · 好问题:1
叙事 (narrative) (7)
- 2026-05-06
[老化中] · 外汇储备充足性
As long as a country has adequate reserves (like India) smoothing an oil shock seems a reasonable response to unexpected volatility.
tags: 好思考 · → daily
- 2026-05-06
[老化中] · 向国有石油公司提供外汇额度的道德风险
fx to the state oil cos so they don't have to buy on the market is pretty standard tho; needs to be other firms for their to be a real moral hazard issue
tags: 好思考 · → daily
- 2026-06-15 · 从法国购买喷气式飞机的原因
India buys jets from France because of strategic outsourcing and not lack of capability
tags: 好观点 · → daily
- 2026-06-15 · 在叙事战方面表现差
You're bad at "narrative warfare", you trip up.
tags: 好观点 · → daily
- 2026-06-05 · 进口商品变得更贵
But lot of cool stuff becomes more expensive :/
tags: 好观点 · → daily
- 2026-06-04 · 没有像中国那样的制造业来从汇率套利中获利
nor do we have manufacturing like China where we can profit off of that arbitrage
tags: 好观点 · → daily
- 2026-05-31 · AI大模型公司缺失
这一轮 AI 泡沫中为什么没有印度大模型公司出现
tags: 好问题 · → daily
预测 (forecast) (4)
- 2026-05-30 · 零售通胀可能加速
India says retail inflation may accelerate on weak monsoon, fuel price rise
tags: 好观点·好信源 · → daily
value: date=2026-05-30 · direction=accelerate
- 2026-06-01 · 计划与美国签署临时贸易协议
INDIA HOPES TO SIGN INTERIM TRADE DEAL WITH US SOON
tags: 好信源 · → daily
- 2026-05-31 · 对阿曼商品出口预期增长
India expects 50% rise in goods exports to Oman in 3 years as trade pact comes into force today-CNBC
tags: 好数字 · → daily
value: qty=50% · date=3年
- 2026-05-19 · 清洁能源投资状态
China/India are not fully sold out yet, but they will be. Solar, batteries, EVs, wind power.
tags: 好观点 · → daily
立场 (position) (1)
- 2026-06-22
[老化中] · 工业化趋势
They are actually industrializing
tags: 好观点 · → daily
事实 (fact) (9)
- 2026-07-02 · 将建立原油储备
INDIA TO BUILD CRUDE STOCKPILES TO HEDGE AGAINST PRICE SPIKE
tags: 好信源 · → daily
value: qty= · date=
- 2026-06-22 · 对华贸易逆差
They have like $100 bn trade deficit with China
tags: 好数字 · → daily
value: qty=100 billion USD · scope=双边贸易
- 2026-06-03 · 美國新增強制勞動相關關稅
아까 포스팅한 강제노동 관련하여 미국이 일본, 한국, 대만, 영국, 호주, 캐나다, 멕시코, UAE, EU, 인도, 중국 등에 추가 적용하는 관세(10~12.5%)
tags: 好数字 · → daily
value: qty=10~12.5% · date=2026-06-03
- 2026-05-30 · 与越南签署布拉莫斯导弹协议
India seals BrahMos missile deal with Vietnam, eyes Indonesia next-SCMP
tags: 好信源 · → daily
- 2026-05-20 · 美国国债持有量
India’s holdings dropped to $183 billion
tags: 好数字 · → daily
value: qty=$1830亿 · date=2026-05-20
- 2026-05-15 · 与ADNOC签署战略能源协议
ADNOC AND INDIA SIGN STRATEGIC DEALS IN ENERGY IN FRONT OF UAE PRESIDENT AND INDIAN PRIME MINISTER
tags: 好信源 · → daily
- 2026-05-14 · 批发价格指数 (YoY)
INDIA (APR) WHOLESALE PRICES YOY ACTUAL: 8.30% VS 3.88% PREVIOUS;EST 5.50%
tags: 好数字 · → daily
value: qty=8.30% · date=2026-04
- 2026-04-30 · 可找到 270 名研究人员
India can find 270 researchers
tags: 好数字 · → daily
value: qty=270
- 2026-05-06 · 外汇储备减少规模
India is driving the number -- along with Thailand and the Philippines.
tags: 好观点 · → daily
时间轴 (近 20)
- 2026-07-02 ·
fact · 将建立原油储备 · → daily
- 2026-06-22 ·
fact · 对华贸易逆差 · → daily
- 2026-06-22 ·
position · 工业化趋势 · → daily
- 2026-06-15 ·
narrative · 从法国购买喷气式飞机的原因 · → daily
- 2026-06-15 ·
narrative · 在叙事战方面表现差 · → daily
- 2026-06-05 ·
narrative · 进口商品变得更贵 · → daily
- 2026-06-04 ·
narrative · 没有像中国那样的制造业来从汇率套利中获利 · → daily
- 2026-06-03 ·
fact · 美國新增強制勞動相關關稅 · → daily
- 2026-06-01 ·
forecast · 计划与美国签署临时贸易协议 · → daily
- 2026-05-31 ·
narrative · AI大模型公司缺失 · → daily
- 2026-05-31 ·
forecast · 对阿曼商品出口预期增长 · → daily
- 2026-05-30 ·
forecast · 零售通胀可能加速 · → daily
- 2026-05-30 ·
fact · 与越南签署布拉莫斯导弹协议 · → daily
- 2026-05-20 ·
fact · 美国国债持有量 · → daily
- 2026-05-19 ·
forecast · 清洁能源投资状态 · → daily
- 2026-05-15 ·
fact · 与ADNOC签署战略能源协议 · → daily
- 2026-05-14 ·
fact · 批发价格指数 (YoY) · → daily
- 2026-05-06 ·
fact · 外汇储备减少规模 · → daily
- 2026-05-06 ·
narrative · 外汇储备充足性 · → daily
- 2026-05-06 ·
narrative · 向国有石油公司提供外汇额度的道德风险 · → daily
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