摩根大通上调科技债发行预期，今年发债规模将超过5000亿美元

Odaily Odaily News: JPMorgan expects technology-related corporate bond issuance to exceed $500 billion this year. The bank has raised its 2026 debt issuance forecast for the technology, media, and telecommunications sectors from $450 billion to $540 billion, citing increased spending by large tech companies as a leading driver of the AI investment cycle. A team led by JPMorgan strategist Erica Spier noted in a Friday report that chip-backed financing is poised to become the "next major frontier" for supporting AI infrastructure buildout, with the potential to "expand to trillions of dollars" by the end of this decade.

JPMorgan has identified seven investment-grade data center financing opportunities beyond the six projects already funded, four of which are expected to come from Oracle and OpenAI. The bank projects that Meta Platforms will return to the bond market after reporting third-quarter earnings, while Microsoft is seen as the "biggest wildcard" and could tap bond investors for the first time since 2017. (Jin Shi)