FT Alphaville：超大规模云厂商与芯片大厂信用利差走阔，CDS 价格最为直观
"Credit spreads on hyperscalers and big chip companies have blown out, and this is easiest to see in credit default swap prices." @FTAlphaville
AI 导读
FT Alphaville 指出，超大规模云厂商和大型芯片公司的信用利差已经走阔，这一点在信用违约互换（CDS）价格上最容易观察到。
来源：@dailychartbook · x.com