2008年金融危机的阴霾尚未完全消散,华尔街再次上演似曾相识的剧情。《大空头》原型Michael Burry携10亿美元空头头寸重仓做空英伟达与Palantir,德意志银行一边向AI数据中心狂掷数十亿美元贷款,一边悄然布局合成风险转移(SRT)工具对冲风险,其操作与当年通过CDS做空房地产的手法惊人相似。当新加坡金管局警告AI板块"估值紧张",IMF与英国央行齐发声示警,高盛、大摩预测美股至少...
Source Link2008年金融危机的阴霾尚未完全消散,华尔街再次上演似曾相识的剧情。《大空头》原型Michael Burry携10亿美元空头头寸重仓做空英伟达与Palantir,德意志银行一边向AI数据中心狂掷数十亿美元贷款,一边悄然布局合成风险转移(SRT)工具对冲风险,其操作与当年通过CDS做空房地产的手法惊人相似。当新加坡金管局警告AI板块"估值紧张",IMF与英国央行齐发声示警,高盛、大摩预测美股至少...
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