PIMCO多资产信贷策略师Lotfi Karoui讨论了AI资本支出对资本市场的影响。
Lotfi Karoui, Multi-Asset Credit Strategist at PIMCO, discusses the impact of AI capex on capital markets. He says the buildout remains balanced, with strong demand for compute, while wider spreads show the market is demanding a higher risk premium.
他表示，建设仍保持平衡，对计算能力的需求强劲，而利差扩大表明市场正在要求更高的风险溢价。
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