AI泡沫“风向标”:市场紧盯甲骨文的债券——AI杠杆的“最弱一环”

华尔街见闻
Oct 30

甲骨文五年期CDS成本已升至2023年10月以来的最高水平附近。市场注意力正转向维持AI泡沫所需的大量债务。密切关注甲骨文的CDS走势至关重要——公司债券表现或将成为整个AI投资狂潮能否持续的关键指标。华尔街信用交易员正加速买入甲骨文公司的信用违约掉期(CDS),押注这家科技巨头激进的AI基建投资可能引发债务风险。这一动向被视为AI泡沫中最脆弱环节的早期预警信号,甲骨文债券表现或将成为整个AI投资...

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