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MiniMax和RPI是OpenClaw交易最大受益者，需研究S。
@Baltachi_com 我认为 OpenClaw 交易最大的两个受益者其实是 MiniMax (HKG: 0100) 和 $RPI，两者都上涨了约 60%。 其余如 $AAPL（可能还有 $TWLO）体量太大，难以产生实质性影响。 需要研究一下 $S。
英文原文
@Baltachi_com I'd say the two biggest beneficiaries of the OpenClaw trade is actually Minimax (HKG: 0100) and $RPI, which are both up ~60% together. The rest like $AAPL are a bit too big (and probably $TWLO ) to make a material impact. Will need to take a look into $S.
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ALPD高息债及OpenAI订单增加长期风险，新云板块或有更好标的。
$ALPD 承担了以 9.25% 利率发行的垃圾债券(junk bonds)等极差的债务，并与 $CRWV 有关联，后者也有大量不良债务严重侵蚀利润率/自由现金流(FCF) + OpenAI（目前也缺乏资金）占据了大量积压订单 + 产能建设。这在很大程度上增加了长期风险，我尚未对 $APLD 的利息成本进行定量建模。可能还有更好的新云(neocloud)板块标的，但这并不意味着我看空它。对于 $S，我研究得还不够深入，无法给出好的观点。
英文原文
$ALPD took on really bad debt with junk bonds at 9.25% and is connected with $CRWV, which also has a lot of bad debt really cutting into margins/FCF + OpenAI (which also doesn't have the funds yet) taking up a lot of backlog + capacity buildout. That kind increases long term risks by a lot, I haven't done a quantitative modeling yet on $APLD from interest costs. There's probably better neocloud sector picks out ther but that doesn't mean I'm bearish on it. For $S, I haven't looked into it enough to give a good opinion.