2026-06-17：SpaceX 600亿美元收购Cursor叠加英伟达250亿美元债务信号，AI军备竞赛重心从芯片转向资产负债表

当大家还在盯着降息有没有戏时，真正改写 AI 叙事的，可能不是利率，而是两张资产负债表：Nvidia 为什么在手握 132 亿现金、年现金流超 500 亿的情况下，还要发 250 亿美元债？SpaceX 又为什么愿意掏 600 亿去买 Cursor？这期我们把这场看似热闹的并购和融资，拆成一条更深的主线。https://deepmarket.report/zh/report/us_stocks/2026-06-17

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2026-06-17：SpaceX 600亿美元收购Cursor叠加英伟达250亿美元债务信号，AI军备竞赛重心从芯片转向资产负债表

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