摩根大通提供“五大云厂债券CDS”,便于投资者“对冲AI风险”

华尔街见闻
5 hours ago

据彭博周二报道,摩根大通正向客户提供一种押注科技巨头债务的新工具,标志着华尔街在AI基建融资热潮下加速布局信用对冲市场。 该行上月推出一只信用违约互换(CDS)篮子产品,涵盖Alphabet、亚马逊、Meta、微软及甲骨文五家超大规模云计算厂商。该CDS篮子以2500万美元为交易单位,其中每家公司的互换合约各占500万美元。 投资者可通过该产品对上述公司的信用状况表达看多或看空立场,以应对科技巨头...

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