随着科技公司准备借入数千亿美元用于AI投资,银行和投资者正越来越多地寻求保护措施。市场参与者大幅增加了对个别科技公司信用违约掉期(CDS)的交易,这一现象让人联想起金融危机前的市场状况。 据彭博统计,截至11月7日的六周内,甲骨文相关信用违约掉期的交易量跳升至约42亿美元,而去年同期仅不足2亿美元。自9月以来,对甲骨文公司债券信用保护的需求激增,使得相关信用衍生品成本翻了一倍多。 与之相对,科技...
Source Link随着科技公司准备借入数千亿美元用于AI投资,银行和投资者正越来越多地寻求保护措施。市场参与者大幅增加了对个别科技公司信用违约掉期(CDS)的交易,这一现象让人联想起金融危机前的市场状况。 据彭博统计,截至11月7日的六周内,甲骨文相关信用违约掉期的交易量跳升至约42亿美元,而去年同期仅不足2亿美元。自9月以来,对甲骨文公司债券信用保护的需求激增,使得相关信用衍生品成本翻了一倍多。 与之相对,科技...
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