EPISODE · Mar 14, 2026 · 4 MIN
EP016 | 卡塔尔氦气停产芯片供应链两周倒计时·xAI联创出走AI编程受挫·美股连跌三周油价百元压顶·BTC冲7.38万后急坠
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卡塔尔氦气工厂停产全球芯片供应链仅剩两周库存缓冲台积电三星产能或受影响，马斯克推走更多xAI联合创始人AI编程项目进展不顺，Can I Run AI本地跑模型工具HN爆火七百赞，美股三大指数连续第三周下跌道指收46558纳指跌近1%油价百美元附近VIX维持27高位Adobe财报不及预期暴跌，BTC冲至73800近一个月新高后因中东军事调动急跌3.5%回到71000，Circle代币化国债超越BlackRock整体市场破110亿德鲁肯米勒称稳定币将重塑金融，瑞典政府电子政务源代码遭泄露
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EP016 | 卡塔尔氦气停产芯片供应链两周倒计时·xAI联创出走AI编程受挫·美股连跌三周油价百元压顶·BTC冲7.38万后急坠
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