当一门生意被描述为“20年一遇”，我们更应该问一句：它的现金流是否稳定？需求是否可持续？风险是否被充分披露？
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这一突破曾直接触发英伟达股价一度暴跌17%，单日市值蒸发6000亿美元，也让市场开始重新审视“算力需求永无止境”的合理性。