Shen @shenmacro
38 posts

Shen @shenmacro
@AprilP67677
Humanity, Diversity, Climate Change
Katılım Nisan 2026
28 Takip Edilen32 Takipçiler

@shenmacro 普通の会社には割に合わない超長期債も、
データセンターは儲かるので メガテックだけが頻繁に発行。
金融市場への影響、注目ですね。
私の投資戦略
🔻押す
日本語

USIGの分散機能もAI関連投資のせいで危うくなってきている。メガテックとデータセンターだけでDV01ベースでUSIGの新規供給の2割を占めた。普通の事業会社にとっては米国財務省と一緒に超長期のタームプレミアムを払うのが割に合わないが、データセンターだけは儲かる(メガテックの中立金利だけが高い)ためメガテックだけは頻繁に超長期債を発行してきたからですね。
zerohedge@zerohedge
"Over the past 12mo on a duration adjusted basis (Dv01) not only are the 5 largest IG issuers hyperscalers and data centers, the 4 large hyperscaler issuers (META/AMZN/ORCL/GOOGL) and the 4 large datacenter financings (RPLDCI/RDMICH/HUTBRA/QTSQST) alone account for nearly 20% of total Dv01 weighted issuance"
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