博通信用成本飙升 华尔街警惕AI产业“幽灵杠杆”

格隆汇
3 hours ago
最新消息显示,华尔街对“算力贷”相关风险的担忧,正指向定制芯片和先进网络芯片供应商博通。据悉,一只票面利率5.15%、2031年到期的博通债券,8月以来收益率已上升约14个基点。与此同时,其5年期信用违约互换(CDS)价格同期上涨了28个基点,升幅甚至高于甲骨文和SpaceX。这也引发了有关“信用风险表外累积”的担忧:一旦行业进入下行周期,这类信用支持可能迫使芯片公司在自身盈利承压的时候,仍然需要兑现规模达数十亿美元的担保承诺。

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