Jefferies's November 5 research report pointed out that the market's consensus capital expenditure forecast for the 2027 capital expenditure of Microsoft, Amazon, Google's parent company Alphabet and Meta has reached 1.04 trillion US dollars, but recently corporate bond spreads and credit default swap spreads have widened markedly, indicating that investors' concerns about AI financing risks are rising.

Jefferies's November 5 research report pointed out that the market's consensus capital expenditure forecast for the 2027 capital expenditure of Microsoft, Amazon, Google's parent company Alphabet and Meta has reached 1.04 trillion US dollars, but recently corporate bond spreads and credit default swap spreads have widened markedly, indicating that investors' concerns about AI financing risks are rising.