Oklo、Ionq、Coreweave、Bloom energy....,过去一个月,这些“量子、AI、能源”妖股已经“跌漏”了

华尔街见闻
Nov 14, 2025

围绕人工智能、量子计算和新能源等投机性主题的炒作热潮正迅速降温。 自10月中旬以来,包括核能公司Oklo、量子计算公司IonQ和D-Wave Quantum、AI基础设施供应商CoreWeave以及能源技术公司Bloom Energy在内的投机性股票,市值整体下跌了约33%。 市场转向的背后,是第三季度财报季的开启。当企业界开始公布实实在在的业绩时,投资者开始重新审视那些与盈利能力关系不大甚至...

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