当地时间10月14日,AI算力服务商、英伟达“亲儿子”CoreWeave股价收跌15.46%,创下历史第三大单日跌幅。 数据显示,其五年期信用违约互换(CDS)利差突破1000个基点,公司债券价格大幅下挫,二级市场收益率飙升至15%,已经落入高风险垃圾债区间,马斯克看到相关收益率数据后直言“吓人”。 分析师警告,若公司难以承担高额债务,股权价值或将归零。尽管CoreWeave称百亿级积压订单...
Source Link当地时间10月14日,AI算力服务商、英伟达“亲儿子”CoreWeave股价收跌15.46%,创下历史第三大单日跌幅。 数据显示,其五年期信用违约互换(CDS)利差突破1000个基点,公司债券价格大幅下挫,二级市场收益率飙升至15%,已经落入高风险垃圾债区间,马斯克看到相关收益率数据后直言“吓人”。 分析师警告,若公司难以承担高额债务,股权价值或将归零。尽管CoreWeave称百亿级积压订单...
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