Jefferies警告美AI行业面临来自中国竞争的资本毁灭
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送交者: new3T 于 2026-10-12 13:11:14
回答: 这个Glenn和Col.Wilkerson的对话值得看 由 于 2026-10-10 02:58:26
美帝自己无能，又赖到中国身上。
Jefferies Warns US AI Sector Faces Capital Destruction From Chinese Competition
2026-10-10 02:45:14
Key Takeaways
Chris Wood warned on October 9, 2026 that US AI spending boom could end in massive capital destruction from Chinese competition.
US hyperscalers face $695 billion capex for 2026, rising to $870 billion in 2027, funded increasingly through debt.
Chinese AI models processed 36.39 trillion tokens versus 7.39 trillion for US models at one-quarter the per-token cost.
Wood Flags $695 Billion US AI Capex as Malinvestment
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