CDS飙升：AI巨头的真债与假账

华尔街见闻11-11

近期，甲骨文与AI云服务商CoreWeave的信用违约互换（CDS）持续飙升，引发市场对科技巨头超大资本开支背后债务问题与盈利预期的重新评估。美国科技巨头正为支持AI巨额的资本开支疯狂举债：用于AI数据中心的融资借贷规模呈现爆炸式增长，大型AI科技公司的投资级（IG）企业债总额已飙升至创纪录的880亿美元。9、10月份，甲骨文和Meta分别发行了180亿美元和300亿美元的IG企业债。Meta...

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