中文翻译
市场比人们想象得更有韧性。 当然，局势升级是令人担忧的，但现在做空的人太多了（这反而会火上浇油），而且指数年内还是下跌的。 OpenAI 已经筹了 1220 亿美元以上的 capex 支出，所以我还是会保持多头（最近主要的传染恐慌，其实和他们无法履行合同义务有关）。
· 方法论
认为市场比大家想的更有韧性。
涉及标的： $OpenAI
英文原文
Markets are more resilient than people think. Obviously escalation is concerning, but there's too many people short right now (which adds fuel to the fire) and indexes are still down YTD. OpenAI raised $122B+ for capex spend, so I'd remain long (main contagion fears recently were related to them not being able to fulfill contract obligations)