美股 neocloud 板块大跌，CoreWeave 自峰值回撤 74%
US neocloud stocks are COLLAPSING as execution risks intensify: CoreWeave has plunged -74% from its peak, IREN -68%, ChronoScale -59% and Nebius -51%....
AI 导读
美股 neocloud（AI 算力云）股票在执行风险加剧下跌幅扩大：CoreWeave 距峰值下跌 -74%，IREN -68%，ChronoScale -59%，Nebius -51%。作者附了其 newsletter 中的完整分析链接。
来源：@GlobalMktObserv · x.com