科技巨头为AI基础设施投入的“军备竞赛”正通过一场空前的发债潮将压力传导至资本市场。 据媒体报道，亚马逊周一启动了三年来的首次美元债券发行，筹集了150亿美元资金，比最初的估计高出 30 亿美元。此次发行吸引了约800亿美元的峰值需求，显示出市场对这家科技巨头的追捧。 这也意味着亚马逊加入了谷歌母公司Alphabet、Meta以及甲骨文等同行的行列，通过大规模发债为AI相关的巨额资本开支提供资金。...
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敏感时期重创市场，亚马逊发债150亿美元，“四大厂”两个月发债超800亿，美银称“明年最佳交易是做空云大厂债券”
华尔街见闻11-18
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