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媒体报道称，台湾四家最大的电网设备制造商（如变压器、开关柜和气体绝缘开关设备 (GIS)）表示，业务正在蓬勃发展，订单可见性已延伸至 2029 年，以满足与人工智能相关的电力需求，包括数据中心和芯片工厂。其中最乐观的华城电机预计，未来 5 到 10 年将实现增长，部分原因是来自美国公用事业公司的强劲订单。这四家公司目前均满负荷运营，并已获得未来 3 到 5 年的订单。另外三家公司是：士林电机、中兴电工、亚力电机。#semiconductors #transformers
来源：Dan Nystedt
随着战事升级、石油供应受到影响，市场正在暴跌。我真心希望局势能尽快好转。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
随着战争持续，市场波动性将长期存在。然而，一旦川普成功实施 TACO，反弹将继续！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
世界大战即将开始。事实是，没有任何资产是最安全的。甚至连现金都可能消失！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
我认为随着战争持续，油价维持高位的风险会上升，这将导致通胀失控。这真的取决于川普 TACO！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
这场战争将只是另一场过眼云烟的风暴，就像自新冠疫情以来发生的许多战争一样。屏蔽噪音，保持专注！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
全球 AI 芯片出口管制是一个明确的信号，表明美国正试图通过控制尖端技术的获取来维持其对世界其他国家的主导地位。这层地缘政治面纱，为寻求大规模应用 AI 的全球企业带来了不确定性。这可能会无意中促使企业寻求多元化，并重新考虑使用中国替代方案（或两者兼用），尤其是当两者现在风险相当时。目前中国科技公司被低估了。这会引发对它们新的、持续的兴趣吗？我们将拭目以待，看事态如何发展。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
美国五角大楼表示，他们已准备好战争持续到九月，并且考虑到川普关于在伊朗结束后转向古巴的言论，我不指望近期会有稳定。当然，市场在 2026 年全年可能仍会上涨，但波动性肯定会保持高位。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
战争天平似乎正在向美国和以色列倾斜。战争必须迅速结束，以挽救双方的人员损失。就连马来西亚也加入进来，说以色列是伊斯兰教的共同敌人。他难道不知道这意味着马来西亚也是反美的吗？
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
石油风险溢价可能保持高位
继续做多 AI 基础设施，并持有一些大宗商品敞口，以对冲地缘政治风险。
看好 AI 基础设施和网络——贵金属较低的保证金要求可能提升流动性及交易活跃度。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
在市场出现更具韧性的价格走势之前，我将坚持我的防御性立场。在此之前，我倾向于防御。注意安全！
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
全球芯片出口管制是一把双刃剑：保护美国在人工智能领域的领导地位，但加速了中国国内半导体产业的发展。
🔥 Market Flash: Iran Denies Strait Closure, Chip Controls Expand, Jobs Data Ahead | Mar 6, 2026
A pivotal Friday unfolds as geopolitical tensions take a new turn, AI chip controls tighten globally, and markets brace for key jobs data. Here's your essential briefing:
