科技巨头融资洪流屡创纪录,30年期美债收益率创近20年来新高! AI超级周期迈入“资本即算力”新阶段

智通财经
Aug 18
【科技巨头融资洪流屡创纪录,30年期美债收益率创近20年来新高! AI超级周期迈入“资本即算力”新阶段】智通财经APP获悉,美国投资级债券发行规模连续三个月刷新月度级别历史纪录,凸显出在人工智能算力基础设施建设支出推动企业大规模举债之际,美国高评级债券市场正延续有史以来最快的发行节奏。随着谷歌母公司Alphabet,以及亚马逊、Meta等AI超大规模科技巨头们(Hyperscalers)发债规模创纪录,史无前例的AI投资热潮已经发生一次极其重要的融资范式切换:从“科技巨头用自身持续强劲的自由现金流建设AI”,进入“全球资本市场共同为大型科技巨头们AI超级工厂融资”的阶段,然而这场AI融资热潮也在推动10年乃至30年长期美债收益率持续上行。

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