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%.
曹阳解释,一方面,春节对头部零食厂家而言是必争的消费窗口期,围绕终端的春节营销战,往往伴随着激烈的投放与陈列资源争夺。而今年大包装布局的核心变量,在于厂家对渠道秩序的精细化把控:
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