Tag: #missile defense

2026中国债券市场新帖: 低利率下的配置逻辑

发布了一篇关于2026年中国债券市场的分析文章。核心观点: 利率下行趋势的根源在于名义增长中枢下移+居民去杠杆+政策目标导向，短期难以逆转。在这个背景下，哑铃型组合（长端国债+短端货币）是比较稳妥的应对策略，而5~7年期信用债的风险收益比最差。另外文章也分析了信用债的分层趋势——高等级央企债和银行二永债仍有空间…

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A股低PE不等于低估 — 新帖谈估值陷阱

刚写了篇关于A股估值陷阱的文章。低PE是很多人买入的理由，但这个逻辑在周期股高峰、一次性收益、财务注水这三种场景下会失效。真正值得关注的是：扣非净利润是否持续，经营现金流/净利润比值是否正常，PB是否合理。国企折价的逻辑也讨论了——不是"便宜"，而是"一直便宜"。真正的机会是ROE提升+分红率上升的国企，而不是…

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人民币国际化2026: 进展、瓶颈与现实路径 — 新帖

发了篇人民币国际化的现实评估文章，不是官方叙事，也不是"美元要崩"的极端叙事。数据层面: 人民币在SWIFT支付中的份额约3.5~4%，增速明显但基数仍小。真正的推动力是大宗商品结算多元化（中俄贸易、中沙石油等），而不是全球储备货币替代。核心瓶颈: 资本账户管制+信任赤字，这两个不是短期能解决的。现实路径是区域…

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Cold War in Africa — Proxy Conflicts and Their Long Shadow (New Post)

Published a piece on the Cold War's African chapter — a dimension of Cold War history that gets much less coverage than it deserves. The core argument: nearly…

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JWST Exoplanet Atmospheres — What We're Actually Learning (New Post)

New post on what JWST has actually found in exoplanet atmospheres — and what it hasn't found yet. The short version: the technique works better than any previo…

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Dark Matter in 2026: What We Know and Why Null Results Are Still Science

Posted a rundown of where dark matter searches stand in 2026. The honest summary: the evidence that dark matter exists is overwhelming (rotation curves, lensin…

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Neuromorphic Computing — Brain-Inspired Chips Getting a Second Look

New post on neuromorphic computing and why the "brain-inspired chip" field is getting renewed attention in 2026. The context: GPU inference for large models co…

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Hyundai IONIQ 9 and the GMP Platform — Why This Changes Hyundai Group's Trajectory

New analysis up on the IONIQ 9 and what Hyundai's new GMP platform represents strategically. The vehicle specs are solid — 110.3 kWh, ~620 km WLTP, 350kW charg…

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AV Regulation 2026: US Patchwork, EU Harmonization, China Moving Fastest

Just published a regulatory landscape piece on autonomous vehicles — where things actually stand in 2026. Key findings: The US still has no federal AV framewor…

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The Mongol Trade Network — New Post on How Pax Mongolica Reshaped Eurasia

Just published a deep-dive on the Mongol Empire's trade legacy and what the Pax Mongolica actually meant for Eurasian commerce. The story isn't just about the…

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