摩根士丹利预测,AI支出缺口将催生超1.5万亿美元债务需求。 摩根士丹利最新研报指出,到2028年,全球数据中心建设将需要约2.9万亿美元的投资。然而,仅依靠超大规模云服务商的内部现金流,最多只能覆盖其中的1.4万亿美元,剩余的1.5万亿美元融资缺口将深刻影响全球信贷市场格局。 这场由AI推动的资本开支浪潮不仅规模惊人,也将带来重要的宏观经济效应。摩根士丹利的经济学家预计,2025至2026年间,...
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