Broadcom and SpaceX Default Protection Costs Hit Records on AI Debt Fears After Alphabet Results

2026年10月29日星期四，信贷市场对科技公司债务的担忧加剧，博通和SpaceX的债务违约保险成本均创下历史新高。这一走势出现在Alphabet公布令人失望的业绩之后，市场对大规模人工智能投资的担忧进一步升温。据ICE Data Services的数据，博通5年期信用违约互换上涨约10个基点，至每年175.4个基点，创下有记录以来的最高收盘水平。该指标会随着投资者担忧加剧而走高。

On Thursday, Oct 29, 2026, credit markets showed increased concern about technology company debt, with the cost of insuring Broadcom Inc. and SpaceX debt against default reaching record highs. The move followed disappointing results from Alphabet Inc., which heightened fears over large artificial intelligence investments. The five-year credit default swap for Broadcom rose about 10 basis points to 175.4 basis points annually, its highest closing level on record, according to ICE Data Services. The gauge rises as investor worries grow.