Post
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？
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,593.4+0.01%
ETH/USDTEthereum
$2,060.14+0.02%
SOL/USDTSolana
$83.04+0.01%
Today’s market buzz
1#After the US October CPI exceeded expectations, AI stocks and crypto trends diverged
2#Goldman Sachs predicts Anthropic's revenue will exceed $600 billion by 2030
3#NebiusAI cloud business rapid growth faces earnings report test
