云服务商CoreWeave债券急挫至困境区间

格隆汇
Oct 14
根据Trace报价数据,AI云计算服务商CoreWeave2032年到期的无担保债券周三跌至不足面值的80%,引起了硅谷领袖Chamath Palihapitiya和埃隆·马斯克等人的关注。按这一价格计算,该债券收益率超过15%。Palihapitiya在社交媒体上提及这一数字后,马斯克回应称“吓人”。CoreWeave的信用违约掉期(CDS)再次升至纪录高位。按当前水平计算,市场定价表明该公司未来五年内违约的概率超过50%。CoreWeave股价表现也让人吃惊,周三盘中一度下跌16%。D.A. Davidson分析师Gil Luria此前曾把CoreWeave称为AI领域的“次级贷款档”,周三他在一个播客节目中警告称,如果AI融资热潮消退,CoreWeave无力偿还成本高昂的债务,其股价可能跌至零。

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