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Fundstrat的Tom Lee放话了——SpaceX、Anthropic、OpenAI这些万亿级IPO根本压不垮标普500。他的逻辑很直白：投资者目前配置不足，市场完全有能力消化这些供应。在加密市场还在承压的当下，传统股票里冒出这种乐观信号，挺值得盯一盯的。#StockMarket #TomLee
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