EP050 | AI撕裂科技股：软件暴跌vs芯片暴涨，Google工程师用Claude Code，Tesla Capex翻三倍

ServiceNow暴跌18%IBM跌9%市场担忧AI替代传统软件，德州仪器暴涨18%创26年最大涨幅，Google DeepMind团队被曝用Claude Code写代码，Anthropic承认Claude Code质量下降并考虑移除Pro计划，Tesla Q1超预期capex将超250亿押注AI机器人，布伦特原油涨至105美元美伊谈判停滞，BTC横盘78K

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EP050 | AI撕裂科技股：软件暴跌vs芯片暴涨，Google工程师用Claude Code，Tesla Capex翻三倍

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