Ceda.isBusiness mechanisms, resource constraints, and rigidly defined uncertainty.https://ceda.is/算力帝国 Nvidia 的狂欢https://ceda.is/blog/2026/nvidia-compute-empire-systemic-limits/https://ceda.is/blog/2026/nvidia-compute-empire-systemic-limits/资本市场的理性就在于对 AI 依然充满焦虑。Fri, 22 May 2026 00:00:00 GMT跨部门资产负债表重组与宏观成本转移https://ceda.is/blog/2026/cross-sector-balance-sheet-restructuring/https://ceda.is/blog/2026/cross-sector-balance-sheet-restructuring/宏观账本里没有凭空消失的债务，只有被悄然转移的代价。Thu, 07 May 2026 00:00:00 GMT2026年中国一季度宏观经济数据拆解https://ceda.is/blog/2026/china-q1-2026-macroeconomic-data-analysis/https://ceda.is/blog/2026/china-q1-2026-macroeconomic-data-analysis/GDP 所反映的宏观经济增长只是结果，不是原因。Thu, 16 Apr 2026 00:00:00 GMT灾难废墟上的抗癌医药帝国 Celgene：从重写 Thalidomide 叙事到排他性垄断掠夺https://ceda.is/blog/2026/thalidomide-from-disaster-to-drug-empire/https://ceda.is/blog/2026/thalidomide-from-disaster-to-drug-empire/一个百亿市场的形成，从来不是单纯的需求被满足，在其背后的监管、资本、消费者都有自身的约束，却都在谋求一个平衡。Tue, 14 Apr 2026 00:00:00 GMTAI 的狂热信徒大概率会尸骨无存https://ceda.is/blog/2026/ai-fanatics-and-creative-destruction/https://ceda.is/blog/2026/ai-fanatics-and-creative-destruction/市场并非永远理性，情绪总会在最合适的时候开始讲述故事，之后便是英雄浪漫主义的序章。Sat, 11 Apr 2026 00:00:00 GMTTrace: 天津https://ceda.is/traces/2025/tianjin-06/https://ceda.is/traces/2025/tianjin-06/Early SummerSun, 01 Jun 2025 00:00:00 GMTTrace: 杭州https://ceda.is/traces/2023/hangzhou-02/https://ceda.is/traces/2023/hangzhou-02/WinterFri, 10 Feb 2023 00:00:00 GMTTrace: 上海https://ceda.is/traces/2023/shanghai-02/https://ceda.is/traces/2023/shanghai-02/WinterTue, 07 Feb 2023 00:00:00 GMTTrace: 秦皇岛https://ceda.is/traces/2022/qinhuangdao-06/https://ceda.is/traces/2022/qinhuangdao-06/Early SummerWed, 29 Jun 2022 00:00:00 GMTTrace: 苏州https://ceda.is/traces/2021/suzhou-04/https://ceda.is/traces/2021/suzhou-04/SpringFri, 23 Apr 2021 00:00:00 GMTTrace: 上海https://ceda.is/traces/2021/shanghai-04/https://ceda.is/traces/2021/shanghai-04/SpringThu, 22 Apr 2021 00:00:00 GMTTrace: 北京https://ceda.is/traces/2020/beijing-11/https://ceda.is/traces/2020/beijing-11/Late AutumnSat, 14 Nov 2020 00:00:00 GMTTrace: 三亚https://ceda.is/traces/2020/sanya-10/https://ceda.is/traces/2020/sanya-10/AutumnThu, 08 Oct 2020 00:00:00 GMTTrace: 昆明https://ceda.is/traces/2020/kunming-06/https://ceda.is/traces/2020/kunming-06/Early SummerThu, 25 Jun 2020 00:00:00 GMTTrace: 丽江古城https://ceda.is/traces/2020/lijiang-06/https://ceda.is/traces/2020/lijiang-06/Early SummerMon, 22 Jun 2020 00:00:00 GMT