全球信用交易：人工智能供应或引发再杠杆化冲动-Global Credit Trader_ AI supply likely to fuel a re-leveraging impulse
2025-10-31 01:53
30 October 2025 | 1:17PM MDT Credit Strategy Research GLOBAL CREDIT TRADER AI supply likely to fuel a re-leveraging impulse Credit vs. equities: Valuation constraints bind for USD spreads The continued AI boom: A durable supply driver for credit Favor USD IG primary for concession pickup; pursue sectors for alpha in HY 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 Shamshad Ali +1(212)902-6712 | sh ...