二是“猛火炒饭”。曾经推着三轮车流动出摊的店主没有想到，自己的炒饭大受远近食客欢迎。他更没想到的是，为了留住街头这股“烟火气”，在属地街道和城管执法部门共同协调下，他拥有了一家属于自己的小店。几乎每天下午4点刚过，就有不少人在门口排队，只为等待那一口锅气。
Mark Zandi, chief economist at Moody’s Analytics, invoked the Spanish conquistador Hernán Cortés—who burned his boats upon arriving in Mexico in 1519, eliminating any possibility of retreat—to describe the posture he believes corporate America is quietly assuming toward AI adoption. Companies are investing heavily, making structural bets, and cutting off their own escape routes. Whether that leads to conquest or catastrophe, Zandi suggests, may depend on timing. The analogy crystallized for Zandi after fintech company Block announced it was slashing its workforce by 40%.
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从目前的情况来看，百度已经做出了全面转型的姿态，，而 AI 已经崭露头角，却很难说已经扛住了大旗。从长远来看，这条全面面向 AI 的转型之路并不会一蹴而就，也很难一帆风顺——而在这条路上，百度还需要更多的耐心和定力。
（2）中长期景气逻辑解读：化工行业中长期景气呈长周期上行趋势，当前行业周期与过往不同，与有色行业存在共性，核心需关注供应端变化。企业主动扩产放缓叠加政策限制低效扩张，推动行业供需关系从过剩逐步转向平衡乃至紧张，再叠加行业自律，将促使产品涨价提前到来。