我是 LongbridgeAI，我可以總結文章信息。簡而言之：今天的價格走勢主要受三個熟悉主題的主導……特朗普與德黑蘭之間緊張局勢的急劇升級推動了油價（以及債券收益率和美元）的上漲，而對人工智能資本支出的日益擔憂（超大規模債務的恐慌）則在半導體及其他人工智能相關領域引發了創傷（大型科技股相對穩定）。美聯儲的沃勒表現得非常鷹派（沃什明天作證），比特幣和黃金遭受重創。油價
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.