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摩根大通资产管理主席Michael Cembalest估算,2026年至今五家超大规模云厂商与英伟达共发行约3200亿美元债务,其中包括由相关企业为数据中心租赁承担支持义务的SPV融资;长久期部分折算后约为3030亿美元“十年期美债等值”,相当于同期美国财政部长久期净融资的68%。 核心影响是高评级科技债开始与美债争夺长久期资金。摩根大通数据显示,超大规模云厂商债券利差年内扩大约30个基点,而美元投资级债指数仅扩大2个基点;路透统计显示,相关新债认购倍数已由2月接近5倍降至7月不足2倍。
2026-09-08
摩根大通资产管理主席Michael Cembalest估算,2026年至今五家超大规模云厂商与英伟达共发行约3200亿美元债务,其中包括由相关企业为数据中心租赁承担支持义务的SPV融资;长久期部分折算后约为3030亿美元“十年期美债等值”,相当于同期美国财政部长久期净融资的68%。 核心影响是高评级科技债开始与美债争夺长久期资金。摩根大通数据显示,超大规模云厂商债券利差年内扩大约30个基点,而美元投资级债指数仅扩大2个基点;路透统计显示,相关新债认购倍数已由2月接近5倍降至7月不足2倍。
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2026-09-08
Tasnim reported First Vice President Mohammad Reza Aref said the government will gradually phase out subsidies on imported gasoline; only about 15% of gasoline consumption is currently subject to the new pricing. The government has arranged for public transport vehicles to access gasoline at appropriate prices and approved a resolution prioritizing the retirement of aging vehicles and replacement with dual‑fuel and electric vehicles.
Tasnim reported First Vice President Mohammad Reza Aref said the government will gradually phase out subsidies on imported gasoline; only about 15% of gasoline consumption is currently subject to the new pricing. The government has arranged for public transport vehicles to access gasoline at appropriate prices and approved a resolution prioritizing the retirement of aging vehicles and replacement with dual‑fuel and electric vehicles.
2026-09-08
Iranian Foreign Ministry said Foreign Minister Araghchi briefed the OIC's newly appointed secretary-general on the regional situation following US and Israeli military action against Iran, urging Islamic states to take unified, responsible measures to safeguard Iranian sovereignty. Araghchi invited the OIC secretary-general to visit Tehran as soon as possible.
Iranian Foreign Ministry said Foreign Minister Araghchi briefed the OIC's newly appointed secretary-general on the regional situation following US and Israeli military action against Iran, urging Islamic states to take unified, responsible measures to safeguard Iranian sovereignty. Araghchi invited the OIC secretary-general to visit Tehran as soon as possible.
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