警惕泡沫!德银考虑做空AI股票进行风险对冲

华尔街见闻
Nov 05, 2025

随着人工智能(AI)引发的投资狂潮将数据中心行业推向估值顶峰,一些身处其中的关键金融玩家正开始审视潜在的风险。 11月5日,据英国《金融时报》引述知情人士报道,德意志银行高管已在内部讨论如何管理该行在数据中心行业的风险。该行已向这个为满足AI和云计算需求的行业提供了数十亿美元的贷款。如今,银行正在考虑的对冲方案包括做空一篮子AI相关股票,以防范市场下行风险。 此外,该行还在评估通过一种名为“合成...

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