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刚刚！
#Meta信用展望转负，AI投资信用风险受关注
《Meta展望转负 现金缺口七百亿》
标普把 Meta 信用展望调成负面，虽然 AA- 评级还在，但硬件开支确实吃紧。
标普预计 2027 年 Meta 资本开支超 2250 亿美元，自由现金流缺口奔着 710 亿美元去。
博通展望调成稳定，甲骨文下调至 BBB-。大家都在盯下季度财报，看广告现金流怎么填机房。 $BTC
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