economy

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Verbatim Citations & Public Discussions 2 source posts analyzed

@wallstreetcn_live:wallstreetcn_live · 2026-09-27T23:52:08.860981+00:00

Source Post ↗

中金公司研报表示，2026年1月—8月，我国中间品出口继续加快。在AI以外，上游中间品出口增速回升，成为中间品出口增长的一个新变量。上游中间品出口的增长和能源价格上涨有关，如化工和塑料橡胶的中间品出口受益于原油价格上涨。对于贱金属行业的中间品出口，原油价格上涨后，国内价格相比国外价格优势上升，或是其出口增长的一个原因。贱金属对电力依赖度较高，而我国能源结构上对原油依赖度较小，原油价格上涨对能源成本影响较小，给贱金属中间品出口带来竞争优势。

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@MarioNawfal · 2026-09-27T23:55:00+00:00

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Most people still don’t realize how close this came to becoming a 1930s-style economic accident. Philip Pilkington says the chain starts with diesel, then runs straight into bond yields, energy markets and private inventories nobody could properly measure. “We are at the

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