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Web3-幸运喵
🛢️ 油价重挫，微软、亚马逊涨超6%，AI基建股却集体跳水——市场在交易什么？
民主党承诺推动结束伊朗战事，资金押注"战争降温、通胀回落"。布油收跌8.67%，WTI跌8.29%，美债收益率同步回落。
但这轮上涨有关键分化：市场欢迎巨头少花钱，却担心靠这笔钱吃饭的公司。
1️⃣ 巨头：资本开支放缓＝现金流压力减轻，现有算力的稀缺性反而升值
2️⃣ 供应商：巨头的成本就是它们的收入。建设一慢，订单推迟、回款变慢，昨晚美光、闪迪跌约7%，CoreWeave跌超9%，迈威尔、Lumentum跌超7%
AI交易正从"扩张越快越好"，转向"谁能留住现金、谁能兑现利润"。
接下来验证两件事：停火承诺能否变成实际进展，数据中心监管会不会真影响巨头的投资计划。表态能推一天行情，趋势还得靠订单和现金流。
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