EPISODE · May 17, 2026 · 9 MIN
华尔街老将预警美股能源危机
from 深度
高盛前大宗商品研究主管Jeff Currie警告，华尔街正像《大白鲨》里的“沙滩儿童”一样无视危险：柴油库存逼近红线、现货市场已现短缺信号，美股却仍沉迷AI狂欢。他直言，AI算力的本质仍是“柴油与天然气”，能源危机一旦爆发，油价、能源股和美股估值体系都将被迫重估。
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华尔街老将预警美股能源危机
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