【非投资级债券利差已开始走阔】人工智能相关债务的大量涌现正对债券利差形成压力,人工智能领域的支出推动2026年美国可转换债券总发行量创下1310亿美元的纪录。今年截至目前,科技类可转换债券回报率达53%,但债务市场其他板块的压力正逐步显现。
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