AI泡沫开始破灭？Claude母公司估值一夜被砍5000亿

美股更新：Anthropic第三季度营收168亿美元、首次实现调整后盈利,为什么投资者反而把它的IPO估值从2万亿美元砍到1.5万亿美元?本期我们从OpenAI"少了200亿"的营收风波讲起,拆解Anthropic增长放缓的真实数据、Polymarket预测市场的最新赔率、AI代币价格战、芯片股8连跌、CoreWeave债券违约风险,以及通胀和美债收益率的压力。最后我们讨论最大的问题:这是2000年互联网泡沫,还是1873年的铁路狂潮?AI越来越便宜,利润最终会落到谁手里?本视频仅供参考,不构成任何投资建议。 ——————————————————————————————— 我最喜欢的券商 - 盈透证券IBKR（全球200+国家和地区可用） 中文链接👉：https://www.interactivebrokers.ca/mkt... 极低佣金（长线投资用“阶梯式”佣金模式更划算） 简单便宜换汇（当日完成操作） 极低保证金融资利率（Margin Rate） 无账户大小限制与闲置费 ——————————————————————————————— Wealthsimple Trade（加拿大）：https://my.wealthsimple.com/app/publi... 使用邀请链接可以获得高达$3,000的奖励 🙌 ——————————————————————————————— 我最喜欢的美国运通无年费，高返现信用卡，开户奖励链接: Amex SimplyCash Card：https://americanexpress.com/en-ca/ref... ——————————————————————————————— 请大家文明留言，评论区的开放是为了让大家交流观点、分享见解。任何攻击性言论将导致你被取消评论权限。 ——————————————————————————————— 合作联系：BeiMeiLiuMang@gmail.com ——————————————————————————————— 免责声明： 股市有风险，入市须谨慎！本频道所提供的所有信息仅用于教育或娱乐目的。本频道的所有者将不会为任何损失或损害负责，包括但不限于任何利润损失。 ——————————————————————————————— IBKR Disclaimer: Interactive Brokers provides execution and clearing services to its customers. Influencer is not affiliated with, recommended by or an agent of Interactive Brokers. Interactive Brokers makes no representation and assumes no liability to the accuracy or completeness of the information provided in this video. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Investment involves risks. Investors should obtain their own independent financial advice and understand the risks associated with investment products/ services before making investment decisions. Risk disclosure statements can be found on the Interactive Brokers website. Influencer is a customer of Interactive Brokers. Interactive Brokers and Influencer have entered into a cost-per-click agreement under which Interactive pays Influencer a fee for each clickthrough of the Interactive Brokers URL posted herein. ——————————————————————————————— #美股 #投資 #股市 #财经 #财经新聞 #美联储 #华尔街 #投資 #財經 #股票 #美股预测 #美股分析