Post
wesley教授
Influential Creator
一条被当成有色金属新闻划过去的信号，值得抬头看一眼：伦敦金属交易所的铜价从两周高位掉头回落，摩根大通直接点破，投资者开始怀疑 AI 数据中心真需要那么多铜吗。
分量在哪？以前「AI 到底能不能赚钱」只是科技股自己在消化，谷歌现金消耗一加速就被打了 -10%。现在连工业金属都开始给这份怀疑定价。
泡沫从来不是从中心破的，是从你以为无关的边缘先裂。风险偏好真要转向，$BTC 这类资产不会缺席。
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