AI信贷裂缝扩大 CoreWeave债券收益率飙升至15% 马斯克惊呼“吓人”

格隆汇
Oct 15
AI相关企业债市场的加速恶化令专业投资者格外警惕。CoreWeave今年7月发行、2031年到期的9.75%债券周三收益率飙升至16%,价格跌至新低,CoreWeave信用违约掉期(CDS)单日走阔逾135个基点,引发马斯克、查马斯·帕里哈皮蒂亚这些“硅谷大V”的关注。帕里哈皮蒂亚介绍称,按这一价格计算,这些债券的收益率超过15%(6月发行时的票面利率为9.625%)。帕里哈皮蒂亚提及这一数字后,马斯克转发并回复称:“吓人”(Yikes)。 甲骨文2033年到期债券亦创历史低点,Meta公司2049年到期债券同样徘徊在发行价附近低位,上述债券均较发行时下跌约20%。

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