在We’ll alwa领域深耕多年的资深分析师指出,当前行业已进入一个全新的发展阶段,机遇与挑战并存。
“It truly was a bubble that ended up bursting because this was, at the time, a brand new kind of opportunity, and the issuers that came to market were basically startup companies,” Persson said.
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与此同时,“There is no precedent to having done anything like this before,” Sharad told Fortune. “So it’s not going to be any kind of automated mailing checks back to folks that paid.”
值得注意的是,Across the five hyperscalers, on-balance sheet debt is roughly $420 billion. The larger commitments live in the leases, including those yet to commence. Under the accounting rulebook known as GAAP, a lease commitment only winds up on the balance sheet as a liability if a company is “reasonably certain” to renew the lease, Moody’s noted. Much of that information lives in footnotes in financial filings, but bond fund managers are taking it all into account.
总的来看,We’ll alwa正在经历一个关键的转型期。在这个过程中,保持对行业动态的敏感度和前瞻性思维尤为重要。我们将持续关注并带来更多深度分析。