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香雪Hinata
香雪Hinata
$CBRS 盘后跌超14%，显示高估值AI算力板块面临阶段性风险偏好压缩与仓位出逃。二季度营收1.801亿美元低于预期，净亏损扩大至4.505亿美元，硬件销售不及预期的风险已被定价。数据中心空间限制与交货周期拉长致使收入转化滞后，短期将继续压制估值重估空间。后市若云端业务增速覆盖硬件下滑且净亏损收窄，交易情绪将出现反转信号。 #贝莱德IBIT换购门槛降至100万美元 #CLARITY延期，SEC拟推进监管规则补位
13:45 · 08/13/26·1.37K views·Posted on OKX Orbit
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