摩根大通策略師戴維·萊博維茨指出，投資者對AI的態度正從盲目追捧轉向理性甄別。隨着AI成跨資產交易主題，華爾街必須學會分辨風險與回報。市場正細緻區分產業鏈各環節，判斷供給過剩與需求強勁的領域，告別單純狂熱。
英偉達計劃發行至少200億美元債券，分七期期限2至30年，最長債券收益率比美債高約0.9個百分點。摩根大通等投行承銷，資金用於一般公司用途，包括AI算力擴容，加入債務熱潮。
亞馬遜創始人貝索斯領導的物理AI項目“普羅米修斯計劃”正進行新一輪融資，估值或達380億美元，擬募資約100億美元。摩根大通、貝萊德等巨頭參與投資，交易細節近期將敲定。該項目去年已獲62億美元啓動資金。
Anthropic正加速推進IPO，計劃最快今年10月上市，以趕超競爭對手OpenAI。公司已與高盛、摩根大通等頂級投行初步接觸，預計募資規模超600億美元。
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