ZeroHedge 称超大规模云厂商全年发债超出预期,AI 债券让利飙升或引发信贷紧缩
Credit Crunch Imminent: Hyperscalers Blow Past Full-Year Debt Forecast As AI Bond Concessions Soar https://www.zerohedge.com/markets/credit-crunch-imm...
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ZeroHedge 报道称超大规模云厂商(hyperscalers)的发债规模已超过全年债务发行预测,同时 AI 相关债券的发行让利(concessions)大幅上升。文章标题提示信贷紧缩恐将来临,正文仅提供链接,未附更多细节。
来源:@zerohedge · x.com