QMengColdJoke
:
The one you posted yesterday the day before yesterday is true. A strong policy stimulus and then a rapid shift is extremely bad for the physical industry. The investment cycle is long, and it takes time to recover funds. Now it's time to take over and keep going for 3 years, let's say 50 is sold. Wall Street's approach, on the other hand, is to wait until demand is strong and freight rates rise sharply, 25 chases in, pulls to 75, and then ships.
QMengColdJoke : The one you posted yesterday the day before yesterday is true. A strong policy stimulus and then a rapid shift is extremely bad for the physical industry. The investment cycle is long, and it takes time to recover funds. Now it's time to take over and keep going for 3 years, let's say 50 is sold. Wall Street's approach, on the other hand, is to wait until demand is strong and freight rates rise sharply, 25 chases in, pulls to 75, and then ships.
勇敢韭韭不怕困难 OP QMengColdJoke : The truth is hard to hear. If you don't want to offend too many people, just delete it if you think about it.