全球信用交易员 - 人工智能资本支出转向债务端-Global Credit Trader_ AI capex turns to the debt side
2025-10-09 02:00
Lotfi Karoui +1(917)343-1548 | lotfi.karoui@gs.com Goldman Sachs & Co. LLC Spencer Rogers, CFA +1(801)884-1104 | spencer.rogers@gs.com Goldman Sachs & Co. LLC Sara Grut +44(20)7774-8622 | sara.grut@gs.com Goldman Sachs International Ben Shumway +1(801)578-2553 | ben.shumway@gs.com Goldman Sachs & Co. LLC 2 October 2025 | 10:05PM EDT Credit Strategy Research GLOBAL CREDIT TRADER AI capex turns to the debt side AI capex is now also a credit story Tight spreads or cheap base rates? USD HY: Consumer tremors ami ...