AI信用违约互换利差大幅扩大路透新加坡10月15日 - 美国科技企业违约保险成本已创历史新高,这表明人工智能(AI)交易领域的信贷压力正在积聚,尤其是对于依赖未来收入的数据中心而言。
据标普全球市场情报(S&P Global Market Intelligence)数据显示,云计算巨头甲骨文(Oracle, ORCL.N)的五年期信用违约互换(CDS)利差隔夜扩大26个基点,达到创纪录的288个基点。
人工智能投资者软银集团(9984.T)的五年期利差扩大24个基点,至424个基点。据伦敦证券交易所集团(LSEG)数据(CRWV5YUSAX=MG)显示,数据中心运营商CoreWeave(CRWV.O)的五年期利差已飙升至1000个基点以上。
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