雷姐支招

发布于: 修改于:雪球转发:0回复:0喜欢:0

“The US Secretary of Commerce, Gina Raimondo, has said that a hypothetical Chinese invasion of Taiwan and seizure of TSMC would be “absolutely devastating” for the United States.

While refusing to speculate on how the events could potentially unfold, Raimondo told the House Appropriations Committee that “the United States buys 92 percent of its leading edge chips from TSMC in Taiwan,” meaning any disruption to that supply chain would have a significant impact on the US economy.”

-May 10, 2024

这场听证会雷姐的发言很难让人不想到最近完成海试的003,根据一些“资深军迷”的分析,应该是小型裂变堆和蒸汽轮机的混动型。

作为韭菜,我想说的是,其实那需要控制,只需要让其供应链上的某一环因故暂停相当一段时间,就足以实现雷姐所说的absolutely devastating。届时,可以把俺们村的n+2加价卖他。

苦中作乐文,只求逻辑自洽。

$中芯国际(SH688981)$