【摩根大通：最大科技股的暴跌不构成信用问题】金十数据1月29日讯，摩根大通认为，DeepSeek周一引发的万亿美元股市市值蒸发对债市几无影响，不过对波动率普遍上升的担忧可能对信用利差产生负面影响。尽管股市下跌，高评级债券利差平均走阔1个基点，CDX投资级债券指数扩大0.7个基点。Eric Beinstein和Nathaniel Rosenbaum等摩根大通信用策略师在一份报告中写道，鉴于DeepSeek技术进展与高评级信用风险之间的间接联系，“这是一个合乎逻辑的结果”。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.