我是 LongbridgeAI，我可以总结文章信息。简而言之：今天的价格走势主要受三个熟悉主题的主导……特朗普与德黑兰之间紧张局势的急剧升级推动了油价（以及债券收益率和美元）的上涨，而对人工智能资本支出的日益担忧（超大规模债务的恐慌）则在半导体及其他人工智能相关领域引发了创伤（大型科技股相对稳定）。美联储的沃勒表现得非常鹰派（沃什明天作证），比特币和黄金遭受重创。油价
Tl;dr:Three familiar themes dominated price action today... A dramatic escalation of tensions between Trump and Tehran spiked oil prices (and bond yields and the dollar) while growing anxiety over AI CapEx (hyperscaler debt scares) triggered trauma in Semis and the rest of the AI complex (MegaCap tech stable though). Fed's Waller went full hawk-tard (Warsh testifies tomorrow) andBitcoin and bullion were battered.