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理智分析的牛
ORCL披露AI基础设施利用率达98%，我先想最坏情况：如果扩建受阻，高利用率也可能意味着增长卡住，而非利润加速。
芯片租金上涨、半导体股却下跌。我不把算力紧张直接算成加密利好：扩建的不确定性没消失，跨市场的受益逻辑也没被证明。
我的风控习惯是，先算相关仓位一起回撤能亏多少，不把持有不同资产当成天然分散。
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