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3 atoms · 跨 3 天 · 首见 2026-05-05 · 最近 2026-05-11

三色: 🟦 fact 1 · 🟥 take 2 · stance ▲0/▼1/◆0

来源: X 3

时态: aging:2 · fresh:1

标签: 好数字:2 · 好观点:1

叙事 (narrative) (2)

• 2026-05-11 [老化中] · 资本开支
  $680B hyperscaler capex
  tags: 好数字 · → daily
  value: qty=$680B
• 2026-05-07 [老化中] · 对电价的边际定价影响
  This new demand category is going to set the marginal price of electricity for everyone else, and these guys are not as price sensitive as your widowed grandmother.
  tags: 好观点 · → daily
  value: direction=推高

事实 (fact) (1)

• 2026-05-05 · 2026年总资本支出预算
  Over $700 billion dollars has been announced in 2026 capex budgets from the #hyperscalers
  tags: 好数字 · → daily
  value: qty=$700 billion · date=2026

时间轴 (近 20)

• 2026-05-11 · narrative · 资本开支 · → daily
• 2026-05-07 · narrative · 对电价的边际定价影响 · → daily
• 2026-05-05 · fact · 2026年总资本支出预算 · → daily

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