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...
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