亚马逊 500 亿美元发债背后:AI 狂潮正在制造一场企业债危机

美股研究社
Mar 11

*内容仅为呈现不同市场观点与研究视角,并不意味着本公众号对文中观点结论认可。每一轮技术革命,都会伴随着一轮资本狂潮。 而当资本狂潮到达顶峰时,资产负债表往往比技术本身更值得警惕。历史上,铁路革命、互联网泡沫以及页岩油繁荣,无一不是在技术叙事的高潮中,留下了沉重的债务遗产。技术或许是真的,但买单的方式往往决定了结局的惨烈程度。亚马逊最新一笔接近 500 亿美元的发债计划,让 AI 基础设施竞赛再次...

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