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企业资本成本上升引发股市担忧，AI支出回报存疑
The rising cost of capital for companies today is starting to spook the stock market: ‘The worry is the spending might not pay off’
Alphabet says it plans to throw even more money at the AI build-out. The Iran war, oil back at $100 a barrel and rising bond yields make it all the more difficult for the market to stomach.
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