EPISODE · May 6, 2026 · 7 MIN
AI基建债务炸弹：股价与违约齐创新高
from 深度
五大科技巨头2026年AI资本支出预计达8000亿，2027年或破1.1万亿。亚马逊、Meta现金流告急靠借贷，科技行业占美国投资级债券供给18%。甲骨文380亿数据中心债务6个月未售罄，Meta债券需求萎缩，股价与违约风险齐创新高，AI繁荣或因信贷收紧终结。
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AI基建债务炸弹：股价与违约齐创新高
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