CoreWeave债券跌势加剧

投资观察
Oct 15

CoreWeave的债券价格在早盘交易中再度下挫,令华尔街对借贷成本上升可能冲击人工智能投资热潮的担忧进一步升温。据MarketAxess数据,CoreWeave票面利率9.625%、2032年到期的债券最新成交价为每美元76.5美分,较周三收盘的77.875美分走低,而上周五还在83美分附近。目前这批债券的收益率已攀升至约16%,比同期限美国国债收益率高出逾11个百分点。CoreWeave的债券本周一路承压。周三,跌势蔓延至其股票,股价重挫15%,并拖累科技股板块整体走低。CoreWeave由一家前加密货币挖矿公司转型而来,为了成为主要的AI云计算服务商,该公司大举借债,租出大量先进计算芯片集群,用于支撑OpenAI的ChatGPT等应用。随着美联储开始加息以对抗通胀,市场对其能否应对更高借贷成本的质疑不断加深。

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