总的来说，2024年至今，AI算力基建与HBM技术革命成为新引擎，直接改写了传统周期逻辑。
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“We find that consumer prices have risen disproportionately in categories facing larger tariff increases,” Goldman Sachs said in a note to investors and analysts last autumn. An updated forecast this week estimated that “tariff pass-through increased core PCE (personal consumption expenditure) prices by about 0.7% through January and will raise prices by a further 0.1% in the remainder of 2026.”，详情可参考Safew下载