巴克莱调查:谷歌今年发债规模料领跑超大规模云服务商
Xin Lang Cai Jing·2026-02-19 16:50

Core Insights - Alphabet is expected to lead the bond issuance among large-scale cloud service providers this year, followed by Amazon and Meta [2][4] - A survey covering 180 investors, including insurance companies, asset managers, and hedge funds, indicates that large-scale cloud service providers are projected to issue between $125 billion and $175 billion in bonds this year, with an upward risk bias [5] - More than half of the respondents anticipate that the trading volume will exceed $30 billion at some point this year, with most preferring to issue bonds annually or semi-annually rather than more frequently [5] - Oracle is identified as the best total return opportunity for 2026 according to survey participants [5] - Earlier this month, Alphabet raised nearly $32 billion in bond issuance within 24 hours, including bonds denominated in pounds, Swiss francs, and dollars [5] - Alphabet also issued a rare 100-year bond, marking the first time a tech company has issued such a long-term bond since the dot-com bubble era [5]

巴克莱调查:谷歌今年发债规模料领跑超大规模云服务商 - Reportify