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Yuvi.
$LINK 机构风险预算回升时，基础设施代币是否更受益？纳指在AI权重股带动下走高，表明市场愿意重新给长期技术叙事估值；但预言机需求最终仍要看链上金融和跨链活动。若实际调用与集成增加，我会提高对基本面驱动的权重；若只有科技股估值扩张而链上需求停滞，叙事溢价难以持续。
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