EP089 | 美联储转鹰引发全线大跌,AI资本开支不停脚 episode artwork

EPISODE · Jun 11, 2026 · 5 MIN

EP089 | 美联储转鹰引发全线大跌,AI资本开支不停脚

from AHA Daily

美股重挫道指跌1.9%标普跌1.6%,比特币跌破6万创2024年10月新低,源头都是美联储重新转鹰、降息预期推到2027。另一边OpenAI加速筹备IPO、英伟达通吃AI全栈、Anthropic三百亿美元云算力承诺,AI资本开支毫不停脚。Alex与Hailey聊聊这场宏观避险与AI掘金的撕裂行情。

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EP089 | 美联储转鹰引发全线大跌,AI资本开支不停脚

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