美股异动|机构警告AI基础设施投资面临财务失衡风险,云计算服务商股集体下挫,Coreweave跌超8%

格隆汇
Oct 15
云计算服务商股集体下挫,IREN跌超12%,NEBIUS跌超10%,慧与科技、Hut 8、Coreweave、Riot Platform跌超8%,Cerebras Systems跌近3%。 消息面上,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,引发马斯克关注并惊呼“吓人”。然而,公司首席执行官Mike Intrator向员工发内部备忘录,形容市场反应“不理性”,强调公司庞大的订单积压足以支持债务偿付。 国际市场研究机构Gartner警告,全球AI基础设施的投资热潮正面临严重的财务失衡风险。报告指出,若相关业者维持现有扩建计划,到2030年将有超过3.5万亿美元的AI基础设施投资面临资产减损风险,至2032年该潜在减损金额更可能突破4万亿美元。Gartner预测,因成本压力与缺乏差异化,超过80%的云端服务业者将在2030年前失去独立营运能力。(格隆汇)

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