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