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钙钛矿电池双线告捷：中科院效率突破27.2%，协鑫光电、金晶科技分别实现组件量产与关键材料国产化，新能源赛道加速。AI数据中心掀起“烧钱大战”，摩根大通预测未来5年需融资5-7万亿美元，Meta、甲骨文抢先募资，却被警示恐重蹈电信泡沫覆辙。软银突然“逃顶”：以58.3亿美元清仓全部英伟达股票，同期黄仁勋套现超10亿！AI投资风险拉满，美国GDP或因估值破裂承压2.9%。你觉得AI泡沫真的会破吗？软银清仓是逃顶还是误判？欢迎留言、评论，与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯，尽在财经早咖啡。
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