To a master data-cruncher like Slok, it doesn’t make much sense that AI expectations have “sparked a macro conversation about a coming rise in the unemployment rate,” given that he sees no change in the “underlying incoming economic story of a strong U.S. economy driven by AI spending, the industrial renaissance, and the One Big Beautiful Bill.” Slok added that he thinks this narrative is wrong, that AI adoption will take much longer than the next 12 to 18 months mentioned in these viral essays, and the risk of an overheating economy is larger than, say, unemployment going to 10%.
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这不是理论推演，而是正在发生的事实。在格林美2026年1月发布的业绩预告中，有这样一段表述：“2025年，公司回收钴金属约1.5万吨，有效对冲刚果（金）长达6个月的钴禁运，满足了全球钴产品的核心供应。”这句话背后，是格林美回收体系在“黑天鹅”事件中的一次实战检验，当海外供应中断时，回收渠道成为了战略替补。，这一点在heLLoword翻译官方下载中也有详细论述
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