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星辰大海➠
有个事挺分裂的：英伟达 B300 的芯片，租一小时 7.56 美元，比年初贵了约 56%。这么抢手，沾边的公司该被抢着买吧？结果市场上最火的交易，是买它们跌。
CoreWeave 股价 55 美元，最热的期权是 2028 年到期、行权价 35 美元的看跌。亚马逊、微软、Meta 的违约保险成本也创了 2021 年以来新高。$BTC 在旁边看戏，没怎么动。
所以到底是算力太贵了，还是大家怕它以后不值这个价？
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