金融市场 – whisrocket副业学院

市场还能押注“格林斯潘看跌期权”吗？

Investor2026-10-022026-10-26

疫情后通胀的回归给“格林斯潘看跌期权”是否依然存在打上了问号，而这究竟是不是件好事，也引发了广泛争论。

美光科技缘何成为全球最重要的股票之一

Investor2026-09-192026-10-26

分析师指出，美光在战略层面迈出了重要一步，让投资者确信其商业模式在AI时代已发生根本性改变。

中国追求AI自主，股市却呈现另一种现实

Investor2026-08-022026-10-27

中国希望世界能像看待美国AI产业那样，来看待中国的AI产业。但就目前而言，中国市场依然在看外围的脸色。

SpaceX刚完成历史性IPO，现正筹备发债

Investor2026-07-272026-10-26

SpaceX计划最早于本周发行至少200亿美元的债券。而SpaceX股价周一大跌16%。美股收盘则涨跌互见。

The AI industry is hoovering up capital and transforming financial markets in the process. Mammoth listings from SpaceX, Anthropic and OpenAI could add as much as $4trn to the value of America’s listed firms by the end of the year. Existing AI stocks have already powered an enormous stock-market boom and the industry is issuing increasing amounts of debt. The euphoria is probably pushing up interest rates, too.But it remains unclear exactly how much and how quickly AI will transform the economy—and who will win and lose when it does. Financial risks are building as investors make huge bets on an uncertain future. If the technology realises its potential, will those bets pay off? If it doesn’t, what would the fallout look like? Henry Curr, Mike Bird and Josh Roberts, three of The Economist’s economics and markets experts, take stock of tech stocks and consider what could go wrong.