一、科技巨头举债超预期首先,美国大型科技企业今年信用市场融资量大超预期,投资者认购活跃,利差上升处于可控范围。微软、Meta、亚马逊和谷歌(四大云厂家)预计2026年的资本支出指引达到了惊人的6500亿美元,若算上甲骨文等,数字升至7400亿美元,远超市场共识。摩根士丹利预计超大规模计算公司今年的借款将达到4000亿美元,较2025年翻一番。美国银行调查显示,大多数投资者预计信用债2026年供应量...
Source Link一、科技巨头举债超预期首先,美国大型科技企业今年信用市场融资量大超预期,投资者认购活跃,利差上升处于可控范围。微软、Meta、亚马逊和谷歌(四大云厂家)预计2026年的资本支出指引达到了惊人的6500亿美元,若算上甲骨文等,数字升至7400亿美元,远超市场共识。摩根士丹利预计超大规模计算公司今年的借款将达到4000亿美元,较2025年翻一番。美国银行调查显示,大多数投资者预计信用债2026年供应量...
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