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Dark Knight Noma Prime
2024/04/22
America Economics Asia Economics Industry
331 3
US Semiconductor Equipment Billings (3MMA, YoY) 2 Month Lead vs Taiwan Business Cycle Monitoring Indicator 2 Month Lead vs US ISM PMI Order minus Inventories The Monitoring Indicator is score-based and divided into five traffic light signals: 1. Re
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yifend tsai Prime
2023/09/11
America Economics Industry
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looks like U.S. is going to start another new cycle of car with this low inventory just like 2010
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冠綸 陳 Prime
2023/04/10
Stock Industry
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美光庫存毛利率-DDR4報價
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liwen Prime
2023/08/21
Industry
501 0
铜周期略领先于半导体周期，主要观察头部和顶部形态，另外波动性铜价格>半导体销售额
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Lin JZ Prime
2022/05/06
Raw Materials Industry
3076 0
BDI VS 中國鐵礦砂 呈中度相關
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KEN Prime
2021/10/25
Asia Economics Industry
4289 6
M2为金融机构对社会的流动性的供给，社融为社会对流动性的接收。M2变大意味央行放水，热钱变多，资产价格上升；社融增大说明实体经济从金融机构融到更多的资金，社会上热钱变多。M1可简单理解为“活钱”，M2为“死钱”，剪刀差为正说明更多的“活钱”流入实体经济，经济活力较
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