AI相关信用与算力下行对冲需求上升，五大云厂商CDS成本创2021年以来新高
《华尔街日报》报道称，投资者和数据中心运营商正增加对AI相关股票、债券及算力价格的下行对冲。亚马逊、Alphabet、微软、Meta和甲骨文的CDS保护成本过去一个月升至2021年以来高位。
Loading…
bibibi.ccbibibi.ccLoading…
Connect scattered updates into a story you can understand.
《华尔街日报》报道称，投资者和数据中心运营商正增加对AI相关股票、债券及算力价格的下行对冲。亚马逊、Alphabet、微软、Meta和甲骨文的CDS保护成本过去一个月升至2021年以来高位。
PANews reported that a16z submitted a public comment letter to CFTC supporting the establishment of a regulated computing-power derivatives market and stating that the existing regulatory framework is sufficient to cover the listing of relevant contracts.
BlockBeats reported that the MegaETH ecosystem AI trading platform MNX officially launched, offering AI companies' Pre-IPO futures, as well as contracts related to employment, home prices, computing power, and the US presidential election.MNX previously completed 6400000 USD financing.