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。

其他消息
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.

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.