再中断10天，台湾即将开始大规模停电，日本韩国也还在故作镇定。LNG 难以大规模存储，严重依赖海运，唯一的好处是干净，在美国主导海洋秩序的过去，还能维持稳定，能源需求暴涨，叠加美国在摧毁海运秩序，中小岛屿已经到悬崖边缘，半导体资产还在隔江犹唱后庭花，毕竟美股挂牌的会在短期内更稀缺
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