Core Viewpoint - The article emphasizes the importance of embracing the current technological Kondratiev wave, likening it to a "supersonic tsunami" and suggesting that understanding this cycle can help navigate the complexities of the modern world [1] Group 1: Kondratiev Wave Insights - The Kondratiev wave is presented as a strategic perspective that allows for long-term thinking while addressing short-term challenges, helping to simplify complex situations and clarify essential logic [1] - Current global events, including technological revolutions, the AI explosion, commodity market dynamics, and geopolitical tensions, can be explained through the lens of the Kondratiev cycle [1] Group 2: Future Economic Outlook - The overall judgment for 2026 includes expectations of relaxed macroeconomic policies, structural economic prosperity, a structural bull market in stocks, a significant explosion of AI applications, and a notable year for commodities [1]
任泽平：拥抱康波周期，不要成为老登
Ge Long Hui·2026-01-20 05:50