AI信贷风暴会否席卷全球银行? 摩根大通研判CoreWeave敞口可控,高盛力挺AI算力回报

智通财经
Oct 20
【AI信贷风暴会否席卷全球银行? 摩根大通研判CoreWeave敞口可控,高盛力挺AI算力回报】智通财经APP获悉,就在AI新云(NeoCloud)类型上市公司股债持续暴跌之际,高盛、摩根大通等华尔街金融巨头们向位于“AI算力抛售风暴”以及“AI泡沫破裂论调”最核心抛售股票标的——CoreWeave(CRWV.US)抛来积极看涨观点以及倾向乐观的前景展望。摩根大通在周二更是直接表示,多数全球商业银行对CoreWeave的投资与配置敞口非常有限,相关贷款具有较充分的担保凭证,并跟随AI基建项目进度分批次严格投放。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10