David Wagner：抛售主因是自由现金流而非利率，指向 Mag 7 等超大规模厂商
Interest rates aren't driving the market sell-off. "It's be more free cash flow driven," David Wagner explains, pointing to Mag 7 and other hyperscale...
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David Wagner 表示，本轮市场抛售并非由利率驱动，而是更多由自由现金流因素驱动。他将原因指向 Mag 7 及其他超大规模（hyperscale）厂商。
来源：@YahooFinance · x.com