凯雷高管警告称AI数据中心融资令人联想到金融危机前的次贷市场

格隆汇
4 hours ago
凯雷集团全球研究与投资策略主管Jason Thomas表示,贷款机构对数据中心项目的融资方式,与全球金融危机前抵押贷款市场采用的一些做法存在令人担忧的相似之处。他周二在接受媒体采访时表示,具体而言,用于人工智能开发的项目融资往往依赖于财务赞助方的投资级信用资质作为支撑。他补充称,贷款机构未必是在押注项目本身的可行性和现金流前景。“不过我确实感到担忧,因为这在某些方面让人想起2005年至2007年的情况,”Thomas表示。当时贷款机构认为,他们评估的并非按揭贷款抵押品本身,而是银行在必要时将这些资产纳入资产负债表的能力。随着负债不断累积,这种做法最终变得不可持续。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10