替代供應在量上目前仍然能頂上，但支撐它的每一個環節都在承受更大的壓力——委內瑞拉渠道被切斷，伊朗捲入戰火，俄羅斯被制裁的廣度和力度正在快速升級。折扣紅利還在，但獲取它的代價，正在以肉眼可見的速度累積。
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Apple’s rumored MacBook Neo, a lower-cost, colorful laptop, could launch this week
We would never ask a commodities trader to price oil, copper, and wheat as if they were variations of the same asset. Those markets long ago developed specialized exchanges, analysts, and pricing structures. In technology, we still pretend the generalist model is sufficient.