EPISODE · Aug 9, 2026 · 19 MIN
镜鉴日本12 日本制造的底牌
from 深蓝趋势:未来十年投资机会与风险
【本期主题】探寻日本制造跌回原点后的终极生存底牌——当人均GDP跌破OECD平均线,当浮华的消费电子前台谢幕,揭示日本如何在特种化学品、精密设备与硅晶圆等"后台战场"建立隐形冠军壁垒,以及"终点意识即新起点"的周期重生哲学。【核心案例】作者为何梦见1960年代"站着开会"的激烈争辩场景?TS艾略特《小吉丁》中"回到出发之处并第一次真正认识它"如何诠释日本30年衰退?纯度11个9的硅晶圆与光刻胶如何占据全球70-90%份额?瑞萨电子从国有化救助到3.8万亿市值的逆袭,与JDI、尔必达的失败有何本质区别?
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