数据中心公司的CDS利差上升令人担忧，投资组合经理Brian Stutland表示，Equity Armor Investments的投资组合经理Brian Stutland称，一些参与数据中心建设的公司的信用违约掉期正以50%的违约概率进行交易。
Rising CDS spreads for data center firms are concerning, says portfolio manager Brian Stutland, Portfolio Manager at Equity Armor Investments, says some credit default swaps for firms involved in the data center buildout are trading at a 50% chance of default.
他解释说，这反映了人们日益担忧，尽管这些公司进行了大规模资本支出，但它们可能无法实现强劲的收入和利润率。
He explains that this reflects growing concerns that these firms cannot deliver strong revenue and profit margins despite significant capital expenditure.