数据中心建设狂潮正在颠覆市场对美国企业借贷规模的预期。
瑞银分析师预测,今年美国投资级科技公司将发行高达3600亿美元的新债。这一数字较此前3000亿美元的预测大幅上调,反映出行业资本支出计划的最新升级。
若亚马逊、Meta和谷歌按计划完成投资,今年超大规模企业的总支出可能达到7700亿美元,较瑞银先前预测跃升23%。
瑞银指出,"AI债务潮"已然来袭。继字母表公司近期完成315亿美元融资(包含瑞士法郎和英镑债券)后,美国科技企业将继续在全球范围内融资。
(本文源自道琼斯通讯社实时报道,完整内容可检索P/WSJL获取)
2026年2月18日06:54 ET(11:54 GMT)
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