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香雪Hinata
SpaceX将价值重心锚定AI算力本质是重构IPO估值标签，远期溢价易引发市场风险偏好过热与仓位错配。手握Anthropic订单及收购Cursor虽落地GPU集群，但现阶段稳定现金流仍依赖传统业务，远期算力与营收预期存在履约时差。若实际算力兑现及大模型履约进度不及预期，情绪退潮将直接挤压估值溢价并引发仓位出逃。若集群部署超预期且算力营收按期落地，溢价逻辑将被证实并支撑资金持续追涨。
#加密估值转向收入，BTC如何定价？ #CPI与PPI同步降温，加息分歧扩大
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