$CoreWeave_老虎社区_美港股上老虎

据华尔街日报报道,博通、甲骨文和SpaceX三家公司正同时推进大额债务融资,用途都指向AI硬件的采购,而这轮融资找的是私募信贷,不是传统的公开债市。周三收盘,博通收涨0.19%报376.51美元,SpaceX收跌2.51%报167.60美元。多头的抓手是买算力这件事的规模已经大到经营现金流覆盖不住,能从私募信贷拿到钱说明资金供给这一侧还很充裕,项目不会因为缺钱停下来;空头的抓手是私募信贷的定价、期限和条款都不公开,三家公司同时去同一个池子里取水,这件事本身就说明传统渠道的容量不够用了,而这些债务对应的资产是会快速折旧的芯片,不是能用几十年的厂房。用私募信贷去买会快速折旧的芯片,你放心吗?

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