Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

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其次,Many Gen Zers have learned the hard way about the challenges of today’s job market. In fact, some 11% of all young people are considered NEET—meaning not in employment, education, or training. And while there are a myriad of reasons why they might have lost interest in work or education, for those who are college-educated, the struggles often come down to feeling hopeless after months—or years—on the job search. Young men in particular are especially seen as falling into this category of NEET.

来自产业链上下游的反馈一致表明,市场需求端正释放出强劲的增长信号,供给侧改革成效初显。

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第三,On a gross basis without leases, hyperscaler leverage is marginally low, and they had more cash than debt as of 2025 year-end. Add in the leases and the figure is still low, but it’s less low than it was and it’s the first blush of something that could bloom into a concern.

此外,“The fact that investors are comfortable taking down 30-and 40-year debt, in some cases 100-year debt, certainly suggests that investors are very comfortable that this is a balanced risk-reward opportunity,” says Anders Persson, chief investment officer and global head of fixed income at $1.4 trillion manager Nuveen.,更多细节参见今日热点

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