格隆汇11月11日|据英国金融时报,近期美国科技巨头的债券遭到抛售,显示出市场对硅谷人工智能支出激增的担忧,这份担忧已蔓延至债券市场。由包括Alphabet、Meta、微软和甲骨文等正在建设庞大数据中心的公司在内的所谓“超大规模运算企业”(hyperscalers)发行的一篮子债券近几周遭受冲击。据美国银行数据显示,这类债券相较美国国债的收益率利差已升至0.78个百分点,为自特朗普今年4月提出关税...
Source Link格隆汇11月11日|据英国金融时报,近期美国科技巨头的债券遭到抛售,显示出市场对硅谷人工智能支出激增的担忧,这份担忧已蔓延至债券市场。由包括Alphabet、Meta、微软和甲骨文等正在建设庞大数据中心的公司在内的所谓“超大规模运算企业”(hyperscalers)发行的一篮子债券近几周遭受冲击。据美国银行数据显示,这类债券相较美国国债的收益率利差已升至0.78个百分点,为自特朗普今年4月提出关税...
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