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文章以「2026年」开年为背景,重点放在可预期的时间节点与政治风险:缅甸将举行自军方「2021年」夺权后的首次大选,采分阶段投票,结果预计在「1月底」前后出炉;即使投票完成,军方友好势力可能仍将主导,与亲民主力量及族群武装的紧张也难以消退。观察焦点转向区域与大国如何定位:如「ASEAN」及周边国家对新政府的态度与政策调整。

接续的选举日程延伸到泰国与尼泊尔,其中泰国大选被视为影响其对外关系走向的关键变数,尤其可能左右与柬埔寨之间本就不稳的互动。整体趋势不是用民调或比率描述,而是以「多国选举接力」形成的不确定性累积,将在2026年上半年到全年持续释放政治风险。

商业与科技部分强调两条延续性趋势:AI与电动车在「去年」热潮后仍将成为焦点。亚洲各地新建大型资料中心推升AI叙事,但市场对「泡沫」疑虑未解,2026年可能走向延续、降温或破裂三分歧;电动车则因西方市场对快速转型的迟疑,中国车款在亚洲(特别东南亚)销售与市占仍可能上行,但过度竞争将更明确分出赢家与输家。文末再以「6–7月」北美三国合办世界杯与「11月」美国期中选举(检验川普执政「前两年」)作为年度时间轴的另一组节点,并点出关税与对外威胁对亚洲的外溢效应,以及中国经济与美中关系走向仍高度不确定。

Set in early 2026, the piece maps a timeline of political risk. Myanmar is holding its first general election since the military seized power in 2021, with voting staged and results expected by the end of January; even afterward, military-friendly rule and tensions with pro-democracy and ethnic forces are likely to persist. A key variable is how ASEAN, neighbors, and major powers respond to the new administration.

Elections then roll on to Thailand and Nepal, with Thailand’s vote framed as a potential turning point that could reshape its already uncertain relationship with Cambodia. The “trend” here is not polling ratios but a sequence of election-driven shocks whose effects may compound across 2026 as governments and regional blocs recalibrate.

On business and tech, two carryover booms dominate: AI and EVs. Data-center buildouts across Asia support AI enthusiasm, yet bubble fears remain and 2026 may bring continuation, deflation, or a bust. EV momentum is expected to keep shifting toward Chinese makers in Asia—especially Southeast Asia—partly because Western markets hesitated; heavy competition could separate winners from losers. The calendar anchors widen with the June–July World Cup in the U.S., Canada, and Mexico, and November U.S. midterms judging Trump’s first two years amid tariff-driven volatility and unresolved uncertainty over China’s economy and U.S.–China relations.

2026-01-03 (Saturday) · cf933466e77f6d23448860d8cb52484856b97e4b