BUZZ-马斯克发文谈行业洗牌后，美国新云公司股票下跌10月26日 - ** 美国新云公司股价在盘前交易中下跌
** CoreWeave（CRWV.O）下跌2.5%，Nebius（NBIS.O）下跌2.3%，近期跌势料将延续
** “过去几周以来，债务市场几乎完全切断了任何无法从AI数据中心之外获得可观收入的公司融资渠道，”SpaceX和特斯拉首席执行官埃隆·马斯克周日在一篇X平台帖子中表示 (link)
** “这意味着200多家新云服务商将面临‘孔雀鱼式’的灭亡和行业整合。其中一些或许能挺过来，但寥寥无几。”
** 他随后表示SpaceX不会收购任何新晋云服务商，称此举“毫无意义”
** 马斯克此番回应的是风险投资家查马斯·帕利哈皮蒂亚（Chamath Palihapitiya）的一条X平台帖子，后者在帖中谈到了他对数据中心建设现状的观察
** “现有项目管道中存在延误，这将在2027年让人们措手不及，”帕利哈皮蒂亚表示
** 由于市场担忧这些新晋云服务商依靠债务驱动的人工智能扩张已难以持续，其股价在最近几周出现大幅抛售
** CoreWeave和Nebius暂未对此置评
** CRWV今年以来累计下跌近25%，NBIS上涨近90%但远低于峰值，IREN下跌34%
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