2010年到2016年是第二个时代。中国市场开始接纳本土产品,出现了自主品牌。资本逐步进入,大家开始关注知识产权,甚至有了相关诉讼。这是一个非常令人振奋的时代。
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Apple CEO Tim Cook has teased “a big week ahead" for Apple, starting on the morning of Monday, March 2. The company had already announced an in-person event for media and creators on March 4, while rumors had pointed toward Apple revealing at least five products over three days next week, so it looks like the stars are aligning for that to actually be the case.,这一点在谷歌中也有详细论述
当前全球地缘秩序加速重构,具备重资产、低淘汰率属性的有色板块作为硬资产避风港,成为资金配置的重要方向。短期来看,原油价格上行推升滞胀预期,压制板块情绪,有色板块出现阶段性调整,部分细分品种回调幅度明显,带来了较好的布局窗口。中长期看,上游资本开支不足致供给刚性,新兴产业需求扩张,供需紧平衡支撑盈利改善,板块价值重估具备坚实支撑。