美国数据中心募资创纪录,高盛警告:近期势头强劲,但警惕长期“供过于求”风险

华尔街见闻
13 Jun

数据中心热潮背后的供需隐忧,高盛警告长期过剩风险。 据追风交易台消息,本周高盛分析师Vinay Viswanathan在研报指出,数据中心证券化市场规模已从50亿美元激增至300亿美元,涵盖资产支持证券(ABS)和商业抵押贷款支持证券(CMBS)结构。这一爆炸性增长主要由配备数千个GPU、为大型语言模型提供算力的设施大规模投资推动。分析师表示: 证券化已成为资本密集型数字基础设施行业稳定且可扩展...

Source Link

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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10