Tony Huang (@tphuang)· tphuang·· 2 天前AI 评分42
Tony Huang 点评：美国成屋待完成销售骤降、交易台抛售 IT 股、AI 恐慌蔓延
All is well. Pending Home Sales Collapse, trading desks selling off IT stocks. Panic on the street about all things AI as seen in CDS EU gas storage i...
AI 导读
Tony Huang 指出，Pending Home Sales（成屋待完成销售）崩塌，交易台正在抛售 IT 股，市场上对一切与 AI 相关资产的恐慌已反映在 CDS 中；他还提到欧盟天然气储存水平远低于正常值，认为欧洲和亚洲今冬将面临严重能源危机，并以反讽口吻质疑“再来更多战争”的走向。
来源：Tony Huang (@tphuang) · x.com