Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

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围绕Henry Blod这一话题,我们整理了近期最值得关注的几个重要方面,帮助您快速了解事态全貌。

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第三,On a gross basis without leases, hyperscaler leverage is marginally low, and they had more cash than debt as of 2025 year-end. Add in the leases and the figure is still low, but it’s less low than it was and it’s the first blush of something that could bloom into a concern.。超级权重对此有专业解读

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最后,“I fear the problem is more common than most people think,” Østergaard said. “We are only seeing the tip of the iceberg.”

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