Alphabet发行10亿英镑百年期债券,策略师视其为信贷周期尾段过度乐观的又一信号。随着科技巨头为AI基础设施竞赛将借贷规模推至新高,债务驱动型扩张的风险正引发关注。 2月12日,Wind Shift Capital 首席执行官Bill Blain表示,由于信贷利差处于历史低位,数据中心的长期需求不确定,而且快速的技术变革势必会在该行业产生赢家和输家,因此这笔交易进一步证明了人工智能市场存在泡沫...
Source LinkAlphabet发行10亿英镑百年期债券,策略师视其为信贷周期尾段过度乐观的又一信号。随着科技巨头为AI基础设施竞赛将借贷规模推至新高,债务驱动型扩张的风险正引发关注。 2月12日,Wind Shift Capital 首席执行官Bill Blain表示,由于信贷利差处于历史低位,数据中心的长期需求不确定,而且快速的技术变革势必会在该行业产生赢家和输家,因此这笔交易进一步证明了人工智能市场存在泡沫...
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