周四，保护SpaceX债务免受违约影响的成本升至历史新高，延续了美国选举结果引发的走势，该结果增加了埃隆·马斯克旗下位于得克萨斯州的公司所面临的政治风险。在芯片制造商领跌的股市广泛抛售中，马斯克的SpaceX和特斯拉公司股价大跌。
The cost to protect SpaceX debt against default hit a record high Thursday, extending a move sparked by US election results that raised political risks for Elon Musk’s Texas-based companies. Shares in Musk’s SpaceX and Tesla Inc. tumbled amid a broad equity market selloff, led by a rout in chipmakers.
根据ICE数据服务公司的数据，这家航空航天和空间技术公司的五年期信用违约互换利差一度扩大14.6个基点，至每年284.3个基点。该风险指标上一次高点是在10月30日创下的。
Five-year credit default swaps on SpaceX, the aerospace and space technology company, widened as much as 14.6 basis points to 284.3 basis points a year, according to ICE Data Services. The risk gauge’s most recent high was set on Oct. 30.
这一走势与超大规模云服务商的CDS自民主党在中期选举中大获全胜（包括赢得得克萨斯州州长和参议院席位竞选）以来持续收紧形成对比。如果借贷步伐放缓，大型科技公司的债务投资者将受益于人工智能发展的放缓。
The move contrasts with tightening in the CDS of hyperscalers since the midterm election sweep by Democrats, including wins in Texas’s gubernatorial and Senate races. Debt investors in big tech stand to benefit from a slowdown in artificial intelligence development if the pace of borrowing slows.
“更严格的许可、电网成本规则和当地反对可能会减缓下一波建设浪潮，”彭博行业研究信用分析师罗伯特·希夫曼在周四的一份报告中写道。他补充说，这“将通过抑制资本密集度和外部融资需求来支撑信用”。
“Tougher permitting, grid-cost rules and local opposition could slow the next buildout wave,” Bloomberg Intelligence credit analyst Robert Schiffman wrote in a Thursday note. That “would support credit by curbing capital intensity and external funding needs,” he added.
市场观察人士在选举前警告称，民主党的压倒性胜利可能增强该党审查马斯克行为的能力，并阻碍SpaceX与特斯拉之间预期的合并。马斯克是这两家公司的首席执行官，两家公司周三合计市值损失1300亿美元。
Market watchers warned ahead of the election that a Democratic rout could strengthen the party’s ability to scrutinize Musk’s conduct and impede an anticipated tie-up between Space X and Tesla. He is chief executive officer of both firms, which lost a combined $130 billion of market value on Wednesday.
SpaceX上周表示，已与阿波罗全球管理公司签署了一项约400亿美元的设备融资租赁协议，用于支付推动其人工智能雄心的芯片费用。据知情人士透露，银行正在就启动出售部分融资进行谈判。
SpaceX said last week it signed a roughly $40 billion equipment-finance lease with Apollo Global Management Inc. to pay for chips to fuel its AI ambitions. Banks are in talks to start selling portions of the funding, according to people familiar with the matter.