Tiger Brokers

云计算服务商板块普跌 Cerebras Systems（CBRS）跌逾6% 机构指云服务商严重依赖债务市场

金吾财讯
Sep 01

金吾财讯 | 美股云计算服务商板块普跌，截至发稿，White Fiber（WYFI）跌6.96%，Cerebras Systems（CBRS）跌6.14%，Riot Platforms（RIOT）跌6.19%，HIVE Digital Technologies（HIVE）跌4.68%，NEBIUS（NBIS）跌4.89%，CoreWeave（CRWV）跌4.43%，Bitdeer Technologies Group（BTDR）跌4.42%，甲骨文（ORCL）跌4.14%，IREN Ltd（IREN）跌4.03%，Hut8（HUT）跌3.17%，慧与科技（HPE）跌2.99%，亚马逊（AMZN）跌2.07%，ServiceNow（NOW）跌1.66%。消息面上，随着超大规模云服务商积极建设人工智能基础设施，贝莱德在新近研报中敦促投资者超越人工智能模型竞赛，转而关注芯片、电力和数据中心基础设施等稀缺的物理瓶颈。贝莱德强调，受人工智能生态系统下游日益加剧的财务压力影响，超大规模云服务商正在消耗其现金储备，并严重依赖债务市场，该机构表示，今年美国超大规模云服务商的投资级债券发行额已超过1,000亿美元，是2025年全年总额的两倍以上。

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