精选70MarketWatch（RSS）股市
AI支出担忧加剧，Jefferies策略师建议押注“卖铲子”股
As AI spending concerns grow, here’s the bet to make ahead of critical stress test, says veteran Jefferies strategist
Pick and shovel stocks benefit from hyperscaler capex upfront, while those spending the money must wait years to find out if there will be a return on their investments
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