资产类别的错位: 当前的恐慌情绪更多体现在大宗商品(原油、黄金)和外汇市场的波动率上,而非美股个股的普遍性崩盘,从全球权益市场的个股来看,受沽压最严重的股份通常是那些在风险地区有业务敞口的上市公司,而宽基指数如标普500虽受科技股影响而下跌,但也被其内需型或其他科技巨头所缓冲,受地缘直接影响较小,也就是说,当前的地缘风险或尚未形成覆盖多个行业的系统性风险。
I love testing a device and feeling like the manufacturer has thought of everything -- but that's rare in the smart home world. Manufacturers are challenged to balance performance, build quality, experience, and affordability, while also trying to make a profit. As a result, corners can be cut, features downgraded, and compromises made.
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