流动性回流银行体系,美国私募信贷巨头估值受压

智通财经网
Nov 07, 2025

智通财经APP获悉,在疫情过后的一段时间里,银行主导的流动性债务市场几乎对某些类型的借款人关闭。如今,这些市场又重新活跃起来。随着私募信贷已不再是企业融资的唯一选择,华尔街的直接贷款竞争对手——即私募信贷机构——定价能力下降,资金可投放的项目也变少了。投资者注意到了这一点,并通过抛售持有借款组合的上市基金,明确表达了他们的判断。由于市场情绪转变,私募信贷繁荣期的巨头正逐渐失宠。过去三个月,...

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