今日A股遭遇跳水X跌_老虎社区_美港股上老虎

今日A股遭遇跳水X跌，背后原因是被中东利空和科技资金出逃等点燃的导火线，而真正的砸盘力量来自汪汪队、做空力量和割肉资金等等联合砸盘，说明空头力量确实很强，明天周五继续下跌概率大。因此，对于明天周五的行情还是不乐观，继续保持谨慎为好，明天再度下跌后，真正的反弹机会在下周，一起期待吧

三家同时借钱买芯片,这回的钱从哪来?

据华尔街日报报道,博通、甲骨文和SpaceX三家公司正同时推进大额债务融资,用途都指向AI硬件的采购,而这轮融资找的是私募信贷,不是传统的公开债市。周三收盘,博通收涨0.19%报376.51美元,SpaceX收跌2.51%报167.60美元。多头的抓手是买算力这件事的规模已经大到经营现金流覆盖不住,能从私募信贷拿到钱说明资金供给这一侧还很充裕,项目不会因为缺钱停下来;空头的抓手是私募信贷的定价、期限和条款都不公开,三家公司同时去同一个池子里取水,这件事本身就说明传统渠道的容量不够用了,而这些债务对应的资产是会快速折旧的芯片,不是能用几十年的厂房。用私募信贷去买会快速折旧的芯片,你放心吗?

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":616227186405544,"tweetId":"616227186405544","gmtCreate":1791453628971,"gmtModify":1791453632250,"author":{"id":4235262044116772,"idStr":"4235262044116772","authorId":4235262044116772,"authorIdStr":"4235262044116772","name":"股一客","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":9,"starInvestorFlag":false},"themes":[{"themeId":"2205d2a984d54725bce2215641827640","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"三家同时借钱买芯片,这回的钱从哪来?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":2205d2a984d54725bce2215641827640}&rnconfig={\"headerBarHidden\": true}","description":"据华尔街日报报道,博通、甲骨文和SpaceX三家公司正同时推进大额债务融资,用途都指向AI硬件的采购,而这轮融资找的是私募信贷,不是传统的公开债市。周三收盘,博通收涨0.19%报376.51美元,SpaceX收跌2.51%报167.60美元。多头的抓手是买算力这件事的规模已经大到经营现金流覆盖不住,能从私募信贷拿到钱说明资金供给这一侧还很充裕,项目不会因为缺钱停下来;空头的抓手是私募信贷的定价、期限和条款都不公开,三家公司同时去同一个池子里取水,这件事本身就说明传统渠道的容量不够用了,而这些债务对应的资产是会快速折旧的芯片,不是能用几十年的厂房。用私募信贷去买会快速折旧的芯片,你放心吗?","image":"https://static.tigerbbs.com/aad8f6297dc023affa9f5b5f67a6ffbb"}],"images":[{"img":"https://static.tigerbbs.com/be32fce67220564c76ed1f421e5abfe0","width":"1288","height":"1096"}],"coverImages":[{"img":"https://static.tigerbbs.com/be32fce67220564c76ed1f421e5abfe0","width":"1288","height":"1096"}],"title":"","html":"<html><head></head><body><p>今日A股遭遇跳水X跌，背后原因是被中东利空和科技资金出逃等点燃的导火线，而真正的砸盘力量来自汪汪队、做空力量和割肉资金等等联合砸盘，说明空头力量确实很强，明天周五继续下跌概率大。因此，对于明天周五的行情还是不乐观，继续保持谨慎为好，明天再度下跌后，真正的反弹机会在下周，一起期待吧</p><img src=\"https://static.tigerbbs.com/be32fce67220564c76ed1f421e5abfe0\" tg-width=\"1288\" tg-height=\"1096\"></body></html>","htmlText":"<html><head></head><body><p>今日A股遭遇跳水X跌，背后原因是被中东利空和科技资金出逃等点燃的导火线，而真正的砸盘力量来自汪汪队、做空力量和割肉资金等等联合砸盘，说明空头力量确实很强，明天周五继续下跌概率大。因此，对于明天周五的行情还是不乐观，继续保持谨慎为好，明天再度下跌后，真正的反弹机会在下周，一起期待吧</p><img src=\"https://static.tigerbbs.com/be32fce67220564c76ed1f421e5abfe0\" tg-width=\"1288\" tg-height=\"1096\"></body></html>","text":"今日A股遭遇跳水X跌，背后原因是被中东利空和科技资金出逃等点燃的导火线，而真正的砸盘力量来自汪汪队、做空力量和割肉资金等等联合砸盘，说明空头力量确实很强，明天周五继续下跌概率大。因此，对于明天周五的行情还是不乐观，继续保持谨慎为好，明天再度下跌后，真正的反弹机会在下周，一起期待吧","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/616227186405544","repostId":0,"isVote":1,"tweetType":1,"viewCount":103,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":267,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/616227186405544"}