As of July this year, Amazon, Alphabet, Meta, and Oracle collectively issued $194 billion in bonds—compared to $108 billion for the entire year of 2025. The reliance on financing for AI infrastructure is rising sharply, while the appetite in the credit market is shrinking.

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极简:系统单一明确,拒绝复杂指标
顺势:弱则生/强则灭,不逆势硬扛
周期:专注大趋势,舍弃高频杂波
自律:知行合一,规则即信仰
敬畏:止损认亏不侥幸,长期复利为王