随着科技巨头为AI基础设施大举发债,投资者对潜在债务风险的担忧日益加剧。 根据数据清算机构DTCC的最新数据,自今年9月初以来,与少数几家美国科技集团挂钩的信用违约互换(CDS)交易量已飙升90%。CDS是一种类似保险的金融工具,可以在公司发生违约时为投资者提供保护。 这股对冲热潮的出现,正值华尔街对科技股的抛售因甲骨文和博通等公司业绩不及投资者高预期而再度加剧。 而投资者的不安情绪,源于科技公司...
Source Link随着科技巨头为AI基础设施大举发债,投资者对潜在债务风险的担忧日益加剧。 根据数据清算机构DTCC的最新数据,自今年9月初以来,与少数几家美国科技集团挂钩的信用违约互换(CDS)交易量已飙升90%。CDS是一种类似保险的金融工具,可以在公司发生违约时为投资者提供保护。 这股对冲热潮的出现,正值华尔街对科技股的抛售因甲骨文和博通等公司业绩不及投资者高预期而再度加剧。 而投资者的不安情绪,源于科技公司...
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