Jeremy Grantham 质疑 SpaceX 约 2 万亿美元的估值,认为其 AI 业务与火星计划存在崩盘风险,并表示 90% 的赌注押注 SpaceX 将迎来崩盘。华尔街机构普遍看好 SpaceX,Goldman Sachs、JPMorgan Chase 及 Morgan Stanley 已给予积极评级,预计 SpaceX 纳入 NASDAQ-100 Index 将吸引更多资金。
Since the Iran war started, the US stock market has risen by 9%,
BTC dropped by 1%, and gold fell by 20%.
So counterintuitive—who's the real safe-haven asset?