Investment Notes

Notes

Public notes remain open. Logged-in investors and staff can also review internal writing.

Archive

3 published notes - 3 categories

Request internal access
WTI核聚变日元
日元2026.05.24Public

美伊战争若结束,日元或迎来反弹

美伊和谈以后,霍尔木兹海峡逐步开发,这将缓解日本的输入性通胀问题,延缓日元贬值情景,所以从非美中选择日元进行投资。