投资者对大型科技公司AI支出的担忧已蔓延至债券市场,超大规模云计算企业债务利差创下数月新高,这可能是对整个AI叙事进行风险重估的一个“领先指标”。 最新的导火索是,巴克莱银行下调了甲骨文的债务评级。华尔街见闻此前提及,11月11日,该行警告称,甲骨文为履行其AI合同而进行的庞大资本支出,已远超其自由现金流的支撑能力,迫使其严重依赖外部融资。 影响并非局限于单一公司。根据美国银行的数据,由所谓“...
Source Link投资者对大型科技公司AI支出的担忧已蔓延至债券市场,超大规模云计算企业债务利差创下数月新高,这可能是对整个AI叙事进行风险重估的一个“领先指标”。 最新的导火索是,巴克莱银行下调了甲骨文的债务评级。华尔街见闻此前提及,11月11日,该行警告称,甲骨文为履行其AI合同而进行的庞大资本支出,已远超其自由现金流的支撑能力,迫使其严重依赖外部融资。 影响并非局限于单一公司。根据美国银行的数据,由所谓“...
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