需求解决了AI的融资问题；但通胀却使之脱轨 (SPY)

2026-10-28 · seekingalpha.com

Anthropic的S-1文件凸显了强劲的AI需求和利润趋势。

While it seems clear that AI-related earnings are still strong, doubts are being cast over the financial viability of a lot of the companies

James Foord is an ...