摩根士丹利指出,AI正从市场热点转变为信用市场结构性压力源。科技巨头"烧钱"竞赛推动2026年资本支出预期上调至7400亿美元,投资级债券发行料创2.25万亿美元新高。与此同时,软件板块遭抛售,压力向杠杆贷款等信用领域传导。大摩警告,违约率虽处低位,但价格下跌或将扩大加深。摩根士丹利指出,人工智能正从单纯的资本市场热点,转变为引发信用市场结构性压力的真实变量。该行北美固定收益研究主管...
Source Link摩根士丹利指出,AI正从市场热点转变为信用市场结构性压力源。科技巨头"烧钱"竞赛推动2026年资本支出预期上调至7400亿美元,投资级债券发行料创2.25万亿美元新高。与此同时,软件板块遭抛售,压力向杠杆贷款等信用领域传导。大摩警告,违约率虽处低位,但价格下跌或将扩大加深。摩根士丹利指出,人工智能正从单纯的资本市场热点,转变为引发信用市场结构性压力的真实变量。该行北美固定收益研究主管...
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