周四,Meta Platforms(META.US)的信用风险指标飙升至历史新高,其债券价格应声下跌。此前,该公司计划增

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周四,Meta Platforms(META.US)的信用风险指标飙升至历史新高,其债券价格应声下跌。此前,该公司计划增加资本支出,这再次引发市场担忧:在已经饱和的市场中,科技巨头们可能会为人工智能建设发行更多债务。据ICE数据服务公司数据显示,随着投资者担忧加剧,该公司的五年期信贷违约掉期(CDS)价格一度上涨8.9个基点,达到约119.3个基点/年,创下自该掉期产品上市以来的日内最高水平。Meta表示,公司未来将投入约8250亿美元用于各类租赁和合同,其中许多与人工智能计算能力及基础设施相关。而在7月,Meta报告称其未来支出承诺总额接近7000亿美元。除了信贷违约掉期(CDS)价格上升外,该公司债券相对于美国国债的表现也出现走弱。

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