高盛:云巨头五年AI资本开支或达5.8万亿美元 单一债券市场难以满足融资需求

格隆汇
Jul 14

高盛股票研究团队预计,微软、亚马逊、Meta、谷歌和甲骨文五家超大规模云厂商在2025至2030财年间的AI资本开支合计将达到5.8万亿美元。高盛指出,随着融资规模持续扩大,美元投资级债券市场可能面临发行人集中度和市场容量约束,未来需要公共债券、贷款、私募资本及项目融资等多种渠道共同提供资金。

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