The Great Martis：AI 板块技术面首次预警，CoreWeave 图表关键支撑位大幅跌破
The Deathly Hallows. As their insurance premiums rocket, their technicals have issued their first warning. Their major breach of levels of support sho...
AI 导读
The Great Martis 发文警示 AI 板块恶化：垃圾债收益率飙升、保险保费暴涨，CoreWeave 图表出现重大技术性支撑位跌破，是首个预警信号。文章指出巨额押注正做空威胁 3 万亿美元基础设施支出的少数公司，若未来几个月没有超预期的 AI 需求，局面堪忧，巨额资本开支与实际盈利能力的背离加剧了市场焦虑。
来源：@great_martis · x.com