Mohamed A. El-Erian (@elerianm)· Mohamed A. El-Erian·· 2 天前精选AI 评分78
投资者抢购 CDS 对冲 AI 热潮风险
From the FT: "Investors are racing to buy credit default swaps to protect their portfolios in the event the AI boom unravels.... In a sign of investor...
AI 导读
El-Erian 转引 FT 报道称，投资者正抢购信用违约互换（CDS）以对冲 AI 热潮崩塌的风险，许多 AI 相关公司的 CDS 购买成本本月已创纪录新高。
来源：Mohamed A. El-Erian (@elerianm) · x.com