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"title": "苹果逾一年来首度发债!拟筹70亿美元 支应库藏股、股利与资本支出",
"shortTitle": "苹果逾一年来首度发债!拟筹70亿美元 支应库藏股、股利与资本",
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"description": "苹果计划发行逾一年来首笔投资等级公司债,筹约70亿美元,作为回购、股利及资本支出等一般企业用途。 此次债券分七批、期限2年至10年;苹果AA+评等,2036年期初步利差约80个基点。 分析师称苹果重返债市重在股东回报;相较微软、甲骨文、Meta筹资投入AI基建,苹果成本可望较低。",
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"content": "<p>苹果(AAPL-US)计划透过逾一年来首次投资等级公司债发行,筹措约70亿美元,用于股票回购、股利及资本支出等用途。在美国科技巨头密集发债之际,苹果也重返债市,但相较同业大举投入AI基础建设,分析师认为,苹果此次筹资更着重股东回报。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6649030/l/da85bc89a819de56b0b7a8405db36d4e.jpg\" alt=\"苹果逾一年来首度发债!拟筹70亿美元 支应库藏股、股利与资本支出\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>据《彭博》引述知情人士报导,苹果尚未敲定最终发行规模,金额仍可能随投资人需求调整。此次债券分为七批,期限介于2年至10年,募集资金将用于一般企业用途,包括股票回购、股利及资本支出。</p>\n\n<p>《彭博》行业研究分析师Robert Schiffman表示,苹果重返债市,比较像是把握融资机会,而非迫于资金需求。这笔资金可用于回购股票与发放股利,显示对苹果而言,股东回报的资本配置优先顺序,仍高于大型云端同业面临的庞大AI基础建设支出。</p>\n\n<p>这次发债适逢大型科技公司密集筹资。微软(MSFT-US)、甲骨文(ORCL-US)与Meta(META-US)自上周以来,已在美国债市合计筹措500亿美元,作为支应AI基础建设投资的一部分。</p>\n\n<p>不过,随着市场对AI支出能否带来足够回报的疑虑升高,投资人要求更高的风险补偿,使这些科技公司必须提供更具吸引力的殖利率。</p>\n\n<p>苹果获标普全球评级给予AA+信用评等,预料能以低于部分大举投入AI同业的成本筹资。一名知情人士表示,苹果拟发行的2036年到期债券,初步讨论利差约为较美国公债高0.8个百分点,即80个基点。</p>\n\n<p>相较之下,微软近期发行可比债券时,初步讨论利差最高为95个基点,Meta为185个基点,甲骨文则达330个基点。这些数字属初步定价讨论,并非最终发行利差。</p>\n\n<p>苹果上次发债是在2025年5月,当时筹得45亿美元。知情人士指出,本次交易由美国银行(BAC-US)、德意志银行(DB-US)、高盛(GS-US)与摩根大通(JPM-US)负责承销。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-23633.html\" title=\"〈能源盘后〉美伊和谈仍卡关 油轮遇袭频传!原油自前一日深跌反弹\">〈能源盘后〉美伊和谈仍卡关 油轮遇袭频传!原油自前一日深跌反弹</a></li>\n <li><a href=\"/hour/article-23611.html\" title=\"微软拒扩德州算力合约 Nscale赴美IPO前夕痛失数百亿潜在合约\">微软拒扩德州算力合约 Nscale赴美IPO前夕痛失数百亿潜在合约</a></li>\n <li><a href=\"/hour/article-23569.html\" title=\"矽格前3季赚35.8亿元赚赢去年全年EPS 7.49 元 Q4展望乐观\">矽格前3季赚35.8亿元赚赢去年全年EPS 7.49 元 Q4展望乐观</a></li>\n <li><a href=\"/hour/article-23624.html\" title=\"华尔街恐慌升温!VIX冲八个月新高 AI股抛售压力扩散\">华尔街恐慌升温!VIX冲八个月新高 AI股抛售压力扩散</a></li>\n <li><a href=\"/hour/article-23568.html\" title=\"统一前3季纯益成长26%EPS达3.7元 无惧大盘卖压获三大法人同步买超\">统一前3季纯益成长26%EPS达3.7元 无惧大盘卖压获三大法人同步买超</a></li>\n <li><a href=\"/hour/article-23600.html\" title=\"英国也升息了!逾三年首度升息1码 利率来到4%\">英国也升息了!逾三年首度升息1码 利率来到4%</a></li>\n </ul>\n</div>",
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