??2?????????????12????? (? ???????)???????????2025???????,???????????????,???????“???”?????????13?????????
???????,12???????????????????????,12???,?5-6???????????????????7???6-7???????8-9??????????,????????4-5??????????????????????6??7-8???????9-10??????????,??3-4?????????5???????7-8???????????????????9????????????????
?,??13?????,?1.3-2.3?;????????????3.8-4.8???;??3.0-4.0?????;????????2.8-3.8???
??,?????????????????????????,1?????14????2??5????,??“?????”????807??,?12.1?????????????“????”?170?,???7600???
???2?,????“???”????,2???????????????13?,??,?“?????????”???????
?,?????????,??????????(?) ???:?????
????3???????7.2%
??????????????????
??:???????????????????
????????????????or??????
??:???????????????????
????????23????2???????
?????????????????????
??????6.6???????10??
???????????????????
?????????????????????
????????:????????????
“???”?“???”,?????????????
????????????????????
??:????????7000????OLED??
MSCI??????????“??”????
????????23????2???????
????????????????????
??????????????PMI????
????????????????????
??????????????12???
??????H-1B??????????????
??????????????
???????5?????:????????
??2?????????:?????????
??????????????????