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A_Alan
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Top 30D Traders by Volume
🎯 华尔街开始给AI泡沫买保险
📰 新云CoreWeave的期权合约规模创历史新高,
亚马逊
、
微软
、Meta、甲骨文的债务违约保护成本全飙到2021年以来最高位。
💬 连赢麻了的人都突然想买保险,说明心里有数了。AI账本一紧,明年风险偏好就得打折,加密这桌也一样跟着凉下来。
🏷️
#AI泡沫
#CDS
#风险对冲
#宏观
AMZN
+1.05%
META
-0.09%
MSFT
-1.98%
78
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