为AI基础设施建设筹集资金而掀起的债务融资热潮,正使各国政府与科技巨头陷入资本争夺战。美国银行策略师表示,这一趋势正在推

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为AI基础设施建设筹集资金而掀起的债务融资热潮,正使各国政府与科技巨头陷入资本争夺战。美国银行策略师表示,这一趋势正在推高发展中国家的借贷成本,而地缘政治担忧、油价高企以及政策利率上升已经令这些国家的债券收益率承受上行压力。今年下半年以来,新兴市场美元债券的平均收益率已飙升近1个百分点,达到去年4月以来的最高水平。机构数据显示,仅亚马逊和谷歌母公司AlphabetInc.两家科技巨头,今年下半年以来就已发行了总额相当于约700亿美元的债务。相比之下,自7月1日以来,新兴市场主权借款人的国际债券发行规模已减半至450亿美元,而去年同期为910亿美元。其中,投资级新兴市场国家的债券发行规模下降56%,至290亿美元。

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