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比特帝二哥
压制与支撑并存的格局未变
压制侧的核心矛盾仍是AI基建支出的信贷可持续性：AI相关债务信用利差约115个基点，显著高于投资级债券平均的78个基点，融资成本上升直接压制高资本密度商业模式的估值。支撑侧则来自基本面叙事——与8家客户签署的NBM长期协议合同营收储备至少939亿美元，台积电超预期财报和阿斯麦上调展望也印证了高端芯片需求的韧性。$BTC $SNDK $SPCX #奈飞Q3盈利超预期，广告业务增长放缓
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