精选70Rohan Paul行业动态
科技巨头本月市值蒸发2.7万亿美元,AI支出引担忧
Startupfortune: Big Tech has shed $2.7T in market value this month.
Startupfortune: Big Tech has shed $2.7T in market value this month.
The main concern was about capex. The big labs are projected to spend around $725B on capital expenditure in 2026, a 77% jump from $410B last year.
Goldman Sachs goes further, and reporting that it expects AI spending by those labs to hit $5.3T by 2030.
--- startupfortune. com/big-tech-has-lost-27-trillion-in-market-value-this-month-as-investors-question-whether-ai-can-pay-for-itself/
更进一步:量化金融体系
看懂新闻只是起点——沿量化金融路径,把它变成能交付的工程能力