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AI基建融资转向债务市场，摩根大通预计五年芯片支出超2万亿美元
Bloomberg: Hyperscalers historically funded expansion mainly from cash flow, but…
Bloomberg: Hyperscalers historically funded expansion mainly from cash flow, but massive investment scale is bringing more bonds, leases, joint ventures and project financing into their funding plans.
彭博：超大规模数据中心运营商历来主要依靠现金流来资助扩张，但巨大的投资规模正促使更多债券、租赁、合资企业和项目融资纳入其资金计划。
JPMorgan now expects technology, media and telecom bond sales to reach $540B as AI infrastructure pulls more capital from debt markets.
摩根大通现在预计，随着人工智能基础设施从债务市场吸引更多资金，科技、媒体和电信债券销售额将达到5400亿美元。
JPMorgan estimating more than $2T may be needed for AI chips over 5 years.
摩根大通估计，未来5年人工智能芯片可能需要超过2万亿美元的资金。
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力