智通财经网·2025-08-26 03:34Group 1 - The securities market supported by various digital infrastructures, including data centers, is expected to grow by approximately 46% by the end of next year, reaching about $115 billion [1] - Data centers currently account for 61% of the $79 billion digital infrastructure securitization market, with fiber infrastructure at 20% and base stations at 18% [1] - Companies are building large data centers to meet the demand for artificial intelligence, with banks and private lenders competing to underwrite these transactions [1] Group 2 - Following strong earnings reports from major corporations, investor concerns regarding the development of data centers, cloud technology applications, and investment paths in artificial intelligence have eased [2] - Major data center developers like Microsoft, Google, Amazon, and Meta have reported higher cloud business revenues and reaffirmed plans to increase capital expenditures [2] - The risk premiums for all three types of digital infrastructure asset-backed securities have significantly increased over the past two years, but they are expected to maintain higher relative value compared to other types of asset-backed securities [2] Group 3 - The spread of container asset-backed securities (ABS) will be limited as market participants assess recent economic data, tariff policies, and monetary policies [4] - Container shipping volumes have remained near historical highs, with an estimated new issuance of container asset-backed securities around $1.5 billion this year [4] - The first issuance scale of asset-backed securities in the U.S. for 2025 has decreased by approximately 0.9% compared to the same period last year, reaching $239.7 billion [4]