日本缺釔斷鏈、三菱重工告急！98%依賴中國：半導體、渦輪葉片怕斷料！華為DeepSeek強強聯手、TileLang拆CUDA高牆【#環球大戰線】20261021-完整版葉思敏孫大千苑舉正彭華幹

Investors Health BOMAR ENT. October 22, 2026 · 0 Comment

中國對日出口稀土銳減，鏑與釔進口大幅暴跌，導致日本釔庫存僅剩數月，衝擊三井金屬、AGC及三菱重工等半導體與軍工供應鏈。

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