AI投资规模引发市场担忧

Really nice analysis from @sonusvarghese on why the stakes are so high with AI @sonusvarghese（仅供理解上下文；按上面的「引用式 teaser 例外」判断要不要概括它）： The AI buildout is massive and hence the enormous stakes 😬 Last 2 days S&P 500: -4.4% Nasdaq: -4.2% Dow: -0.5% Why the nerves? $1.4T in AI capex planned for 2027, plus $4T+ in off-balance-sheet commitments🤯 New blog 👇 @ryandetrick @CarsonResearch