Meta单季资本支出349亿美元致自由现金流转负，全年指引上调至1350亿至1450亿美元，纳斯达克重挫2.8%、芯片股跌超6%；OpenAI投前估值下调至1.25万亿美元并秘密递表，Anthropic拟周五公开S-1、投行2万亿与独立机构1500亿 ...
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