摩根大通策略师戴维·莱博维茨指出，投资者对AI的态度正从盲目追捧转向理性甄别。随着AI成跨资产交易主题，华尔街必须学会分辨风险与回报。市场正细致区分产业链各环节，判断供给过剩与需求强劲的领域，告别单纯狂热。
英伟达计划发行至少200亿美元债券，分七期期限2至30年，最长债券收益率比美债高约0.9个百分点。摩根大通等投行承销，资金用于一般公司用途，包括AI算力扩容，加入债务热潮。
亚马逊创始人贝索斯领导的物理AI项目“普罗米修斯计划”正进行新一轮融资，估值或达380亿美元，拟募资约100亿美元。摩根大通、贝莱德等巨头参与投资，交易细节近期将敲定。该项目去年已获62亿美元启动资金。
Anthropic正加速推进IPO，计划最快今年10月上市，以赶超竞争对手OpenAI。公司已与高盛、摩根大通等顶级投行初步接触，预计募资规模超600亿美元。
Baidu
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