中國稀土掐住科技命脈！台積電找無稀土馬達！北京擬加管40項技術！AI、太陽能到無人機、盾構機 美日另找供應得付高昂代價！【#寰宇全視界】20261025-P3 謝忠岳 林穎佑 方恩格 莊伯仲 Investors Health BOMAR ENT. October 29, 2026 · 0 Comment 中國擬新增40項禁止或限制出口技術，涵蓋AI、太陽能與生物醫藥，並加強無人機、盾構機及關鍵零組件出口管理。稀土管制也促使 … source #india Agentic AI AI & Healthcare AI Adopters AI Application AI Capex AI Compute Demand AI Enablers AI Full-Industry Chain AI Hardware AI Infrastructure AI Labor Disruption AI Monetization AI Productivity AI-Enabled Enterprise Software Anti-Internal Competition Balanced Allocation Capex Over Consumption Capital Market Inclusivity China Asset Revaluation Corporate Going Global Corporate Profits Critical Minerals Data Centers Defense Spending Demographic Shifts Diversification Domestic Chip Self-Reliance Earnings Growth Earnings Revisions Emerging Markets Energy Security Energy Storage Energy Transition europe FAFO Financials Foreign Capital Inflow Future of Energy Geographic Diversification Geopolitical Fragmentation Global Fragmentation Healthcare Healthy Longevity high yield dividend stocks High-Yield Credit Higher-for-Longer Humanoid Robots Industrials Inflation Stickiness Japan K-Economy Low Correlation Asset MANGOS Market Breadth Multipolar World NACHO New Energy Supply Chain New Quality Productive Forces Nuclear Renaissance Offshore Revenue Growth Oil Price Volatility Oil Shock Politics of Energy Power Grid Growth Powering AI Premium Manufacturing Premium State-owned Enterprises Private Equity Diversification Private Market Liquidity RMB Asset Safe Haven Robotics s&p 500 S&P 7000 Semiconductor Equipment Semiconductors Share Buybacks Smart Consumer Electronics Societal Shifts Soft Landing Software & Internet Applications Sticky Inflation Strong Corporate Earnings Structural Opportunities Structural Transformation Supply Chain Resilience TACO Tech Diffusion Tech Localization Technology-Driven Export Growth US Equities USD Bullishness Value Play Vertical AI
