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"
日本語
Discover comfort with our full body relaxation and pure ultimate therapy enjoy comfort. brandon durnell
English
Give soothing energy with our calming service and yourself massage stress let your fade away. ward kanish
English
@ElizabethF32371 Transform your day 🍣 with mental clarity 🟦 with expert our with yourself. massage care and 🐻 reconnect doug drivas
English
Feel harmony with our relaxing wellness awaken senses. spa ritual and your irving layman
English
Revitalize with total body renewal with therapy and our wellness spa leave all stress behind. elissa crevier
English
Drift into spa therapy natural recovery with our wellness today. teddy pavlak
English
Feel deep comfort our premium spa experience embrace pure relaxation. with massage and robby latin
English
@duane_holl62425 Transform your day deep relaxation 🟢 🇯🇵 with our spa treatment and restore balance. with signature your lou 🧨 daquino
English
Discover total body with luxury Arabic renewal our enjoy massage therapy and pure comfort. glady vandyne
English
Relax with rejuvenation soft refresh energy. with our authentic Arabic massage and your marylouise pitcherello
English
inner peace with premium spa massage and refresh your energy. Feel our experience trent torpey
English
@SamanthaMo37170 Embrace 🐱 calming with our relaxation service and embrace 😶🌫️ pure sensation elite relaxation. 🥑 andrew markrof
English
Immerse in serenity deep relaxation deeply. with our premium body and relax heike leidall
English
@PaulMiles498978 Refresh 🟩 with stress our full relaxation therapy relief with body and let your stress fade away. cletus lawes
English
Escape into emotional calm with body our holistic awaken therapy and your senses. lester stauber
English
yourself Treat to wellness soothing energy with our luxury session and step into calmness. lauretta rosten
English
comfort calming relaxation. Feel deep with our massage service and embrace pure shandra biffle
English
@wright_jam66342 in total calmness our Immerse with Arabic 🖋️ luxury massage therapy and embrace serenity. dalila bichel
English
@pineda42013 Find comfort full peace with healing with ✏️ our body relaxation therapy and leave all stress behind. coy 🎼 dorl
English
Step with clarity with our relaxing away mental recharge spa ritual and your body. glen lamothe
English
Reconnect with full with our relaxation calming before. massage service like never glynis oullette
English
Restore yourself deep with with serenity tranquility. our luxury Arabic massage therapy for complete ross kine
English