10月15日 - ** 新云服务公司 CoreWeave（CRWV.O）和 Nebius Group（NBIS.O）的股价在盘前交易中分别下跌 6.1% 和 4.9%，延续了上一交易日的抛售势头
** 周三，人工智能基础设施相关企业股价 (link) 走低，此前强劲的消费者价格指数数据 (link) 加剧了市场对这一资本密集型行业面临借贷成本上升风险的担忧
** CRWV的2031年到期债券 US21873SAG30=TE 每美元下跌超过1.4美分，其收益率飙升至超过15%的历史新高——Tradeweb数据显示
** CRWV债务的信用违约互换（CDS）成本飙升至1,000个基点以上，创下历史新高——标普全球市场情报数据
** IT研究公司Gartner预测 (link)，到2030年，超过80%的新云服务提供商将因成本压力以及缺乏区别于超大规模云服务商的差异化商业模式而停止独立运营
** 截至上一交易日收盘，CRWV股价本月预计将蒸发四分之一的市值，NBIS则有望蒸发五分之一的市值
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