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Yuvi.
$TAO受AI主题影响，但周五美股科技股因AI估值担忧普遍承压，说明资本开支和远期收入开始被同时审问。去中心化算力若能吸引真实付费任务，代币需求才有基本面支撑；若奖励和叙事推动供需、外部客户不足，风险偏好回落时估值容易先跌。
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