北京时间26日晚间，美股盘前交易时段，新云(Neocloud)厂商股价集体跳水。CoreWeave（CRWV）一度跌5.50%，IREN、Nebius跌超4%。截至发稿，上述股票跌幅有所收窄。消息面上，全球首富马斯克日前在X平台发帖警告称，200多家新云企业将遭遇“孔雀鱼式消亡”，行业将迎来整合浪潮。他写道：过去几周，债务市场几乎完全切断了对任何没有独立于AI数据中心的可观收入的公司提供资金。这番...
Source Link北京时间26日晚间，美股盘前交易时段，新云(Neocloud)厂商股价集体跳水。CoreWeave（CRWV）一度跌5.50%，IREN、Nebius跌超4%。截至发稿，上述股票跌幅有所收窄。消息面上，全球首富马斯克日前在X平台发帖警告称，200多家新云企业将遭遇“孔雀鱼式消亡”，行业将迎来整合浪潮。他写道：过去几周，债务市场几乎完全切断了对任何没有独立于AI数据中心的可观收入的公司提供资金。这番...
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