摩根大通：最大科技股的暴跌不构成信用问题
2025-01-28 16:25:26
摩根大通认为，DeepSeek周一引发的万亿美元股市市值蒸发对债市几无影响，不过对波动率普遍上升的担忧可能对信用利差产生负面影响。尽管股市下跌，高评级债券利差平均走阔1个基点，CDX投资级债券指数扩大0.7个基点。Eric Beinstein和Nathaniel Rosenbaum等摩根大通信用策略师在一份报告中写道，鉴于DeepSeek技术进展与高评级信用风险之间的间接联系，“这是一个合乎逻辑的结果”。
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
亚特兰大联储GDPNow模型预计美国第四季度GDP增速为3.2%
