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这两周在研究: 在伟大领袖指引下,世界市场走向两大市场分割:大美和非大美

(2025-04-07 11:08:38) 下一个

Aspect

USA Sector

Non-USA Sector

Tech Standards

Western tech stack (e.g., Google, Apple, Nvidia)

Chinese or open-source stack (e.g., Huawei, Baidu, AliCloud)

AI Data

Emphasis on responsible AI, data privacy

Centralized data use for national priorities

Energy Transition

Clean energy with ESG frameworks

Pragmatic mix: renewables + coal + critical minerals

Geopolitics

Friend-shoring + defense alliances

Multipolarism, soft power via trade/infrastructure

 

 

 

1. USA-Led Market

  • Partners: Canada, Mexico, EU (to some extent), Japan, South Korea, Australia

  • Characteristics:

    • Trusted supply chains (CHIPS Act, IRA incentives)

    • Shared standards (on IP, labor, digital)

    • Higher data privacy, regulation compliance

    • Focus on democratic alliances

2. Non-USA (China-led / alternative) Market

  • Partners: BRICS nations, Southeast Asia, parts of Africa Latin America

  • Characteristics:

    • State-led innovation (e.g., AI, e-currency)

    • Alternative financial systems (Digital Yuan, CIPS instead of SWIFT)

    • Infrastructure diplomacy (BRI)

    • Different norms (on privacy, IP, trade)

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