蓝狐
蓝狐|10月 24, 2026 05:42
October this year didn't become Uptober. It's not much better than last October. First, geopolitical risks persist without improvement, with Brent crude oil prices briefly reaching around $115. Second, there are concerns about AI capital expenditure and debt in the market. Investors/companies heavily reliant on leverage/debt or margin are slowing down spending as they advance AI infrastructure. AI infrastructure is gradually shifting from being primarily supported by retained profits/cash from hyperscalers (Microsoft/Amazon/Google/Meta, etc.) to substantial debt issuance and leveraged financing. Third, there are cybersecurity incidents. The core issue is a serious PHP vulnerability (PHP2Shell, CVE-related, around CVSS 9.2). PHP supports numerous websites, such as WordPress and Drupal. The vulnerability has existed for years and was discovered by AI models (such as those related to GPT-5.6/Gemini).
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