高盛:云巨头五年AI资本开支或达5.8万亿美元;SK海力士加速为英伟达量产HBM4|数智早参

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Jul 15

丨2026年7月15日星期三丨  NO.1 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  高盛股票研究团队最新预计显示,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(人工智能)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...

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