美国上市的比特币ETF正遭遇近两年来最严重的月度资金外流，这给本已疲软的加密货币市场带来了更 大压力。汇编数据显示，11月以来投资者已从这类基金中撤资达35亿美元，几乎追平2月创下的36亿美 元历史最高月度流出纪录。 其中，贝莱德旗下的比特币ETF-iShares(IBIT.US)(占该类别资产总额约60%)本月赎回规模达22亿美元， 除非出现大幅逆转，否则将创下其最惨淡的单月表现。 资金外流之际，比特币本身也正面临自2022年加密货币行业崩盘以来最严峻的月度走势——当时以Sam Bankman-Fried的FTX倒闭为标志，引发了一系列企业连环暴雷。尽管今年全球政策环境有所改善，但 近期整个加密货币市场仍大幅萎缩。 LVRG Research董事Nick Ruck指出："IBIT的资金流出印证了今年初市场的狂热情绪已消耗殆尽。" 比特币价格上周五一度跌至80553美元，周末虽然略有回升，但截至发稿，该数字货币报86020美元，年 内累计跌幅仍达8%。 自2024年1月问世以来，现货比特币ETF已成为加密货币市场情绪的风向标，重塑了资金进出该资产类 别的方式，同时形成了自我强化的反馈循环：价格上涨时资金加速流 ...

为给人工智能（AI）的巨大投入提供资金，科技公司正以前所未有的规模涌入债券市场。 据《华尔街日报》11月23日报道，自今年9月初以来，包括亚马逊、Alphabet、Meta和甲骨文在内的所谓"AI超大规模企业"（AI hyperscalers）已发 行近900亿美元的投资级债券。 根据Dealogic的数据，这一规模超过了这些公司此前40个月的发行总额。与此同时，评级较低的AI数据中心开发商也发行了超过70亿美元的投机 级债券。 目前，其评级仅比投机级高出两档，其债券收益率已高于几乎所有投资级科技同行。研究公司CreditSights的高级分析师Jordan Chalfin指出，甲骨 文未来三年可能还需发行约650亿美元的债券，维持投资级评级对其至关重要，因为投机级市场的融资规模远不足以支持其需求。 投机级债券的警示信号，风险正在外溢至股市 在风险更高的投机级市场，警示信号更为明确。作为少数拥有次投资级债券的主要AI云服务提供商，CoreWeave的处境颇具代表性。 据报道，该公司7月份发行的2031年到期债券，近期交易价格已跌至面值的92美分，对应的收益率高达约11%，与评级最低的CCC级债券平均水平 相当 ...

Group 1 - The core viewpoint of the article highlights a significant increase in international gold prices driven by various factors including a surge in layoffs in the US private sector, a notable decline in global AI concept stocks, and ongoing geopolitical tensions in multiple regions [1] - As of October 10, 2023, at 13:23 Beijing time, the price of December gold futures on the New York Mercantile Exchange reached $4,062.3 per ounce, reflecting an increase of 1.32% [1] - The London spot gold price was reported at $4,053.7 per ounce, with a rise of 1.31% [1]

Group 1 - Palantir has reached a significant milestone by entering the top 20 highest market capitalization companies in the U.S., with a market value of $375 billion, surpassing companies like Home Depot and Procter & Gamble [1] - The company's stock price has doubled since the beginning of the year, driven by the AI wave and its increasing relationship with the U.S. government [1] - In its latest financial report, Palantir's revenue from U.S. government business surged 45% year-over-year to $373 million, contributing to an overall revenue growth of 39% to $884 million [1] Group 2 - Palantir's current price-to-earnings (P/E) ratio is notably high at 273, making it the only company in the top 20 with a triple-digit P/E ratio, compared to Tesla's P/E of 175 [2] - Despite its increased market value, Palantir's total revenue of $3.1 billion over the past year is significantly lower than that of its peers, such as Mastercard, which reported approximately $29 billion in total revenue [2]