2025日本游客创新高!中国“爆买”消失后,日本反而赚翻了?华尔街最新策略“ABC”:为什么“去中国化”成了股价暴涨的密码?

雙聲道 December 19, 2025
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雙聲道

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在這個資訊爆炸的時代,您是否厭倦了碎片化的新聞標題和單一的敘事角度? 「雙聲道」致力於成為您最值得信賴的時事解讀夥伴。專為全球中文觀眾打造的深度評論頻道,只用耳朵也能把握時事熱點背後的真相。 由兩位主持人針對同一熱點新聞,從不同角度切入,進行觀點的碰撞與梳理,一步步的對話式解析,幫助您更立體、更全面的理解新聞熱點事件的全貌。 我們和您同樣關心: *中美關係 : 深入剖析兩大國之間的角力,從科技戰、金融戰到文化領域的碰撞。 *臺海形勢: 持續追蹤臺海兩岸的最新動態,客觀分析軍事、政治與經濟的潛在發展。 *貿易戰: 解讀全球貿易格局的變化,分析產業鏈重組對各國經濟的深遠影響。 *國際熱點新聞: 緊跟全球重大事件,為您提供獨到且深入的來龍去脈分析。 我們風格獨一無二:既有故事的生動,為您还原事件的全貌;也有犀利評論,為您點明博弈的關鍵。 我們的目標是為您提供真正的“資訊增量”。 如果您已經厭倦了碎片化的新聞和淺嘗輒止的評論,渴望建立一個更完整、更深刻的認知框架,那麼,請訂閱我們的頻道,我們期待與您一同思考。

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曾经我们以为,中国是世界经济的“呼吸机”,离开中国市场就是自寻死路。但2025年的数据却给了一记响亮的耳光:日本在“爆买”消失后游客数创历史新高 ;三星在中国份额跌至1%却依然稳坐全球霸主宝座 ;韩国文化在“限韩令”后反而席卷全球 。本期视频,[双声道] 带你深度解剖“脱钩红利”——为什么现在的华尔街认为,只有“去中国化”的企业才值得高估值?这不仅是经济账,更是世界运行逻辑的根本重塑。 ➡️ 点击订阅[双声道],看透大国博弈背后的经济真相:https://www.youtube.com/@雙聲道?sub_confirmation=1 00:00 前言:神话的破灭,世界真的离不开中国吗? 01:50 旅游业奇迹:没有了中国“爆买”,日本为何反而赚得更多? 04:15 三星的重生:从20%跌到1%,如何靠“断舍离”实现利润暴涨? 07:30 文化的突围:感谢“限韩令”,逼出了《鱿鱼游戏》和BTS 09:45 科技的温差:百度430亿 vs 谷歌3.8万亿,墙内的代价 12:10 资本新逻辑:华尔街的ABC策略与“去风险溢价” 14:20 总结:把“被需要”当筹码的时代结束了,孤岛狂欢的代价 #脱钩红利 #去中国化 #三星电子 #日本旅游业 #限韩令 #ABC策略 #地缘政治 #全球供应链 #中国依赖症 #百度vs谷歌 #加拉帕戈斯效应 #中国经济2025 #双声道 #深度解析 #华尔街投资 #中美关系 #大国博弈 #地缘政治 #国际关系 #全球战略 #國際關係 #地緣政治 #中國經濟 #人民币 #貿易戰 #听书 #电台 #文昭 #江峰 #天亮时分 #中共

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