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币圈花木兰
AI股票和$BTC 一起承压，市场在重新定价“增长要花多少钱”
周四纳指跌5.5%，费城半导体指数跌约12%；BTC24小时跌约4.8ETH跌约6.8%。这轮风险不只在收入增长，而在AI基建需要持续融资、电力和资本开支。加密资产受风险偏好影响更大，若美股波动继续，反弹也容易被打断。
#美股遭大幅抛售：费城半导体指数创2020年3月以来最大单日跌幅 #美国10月非农超预期，12月加息押注升温 #美国新旧国会交接或影响美伊局势
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