出于对人工智能(AI)颠覆企业软件商业模式的担忧,管理资产规模超9000亿美元的巨头Apollo Global Management(阿波罗全球管理公司),不仅对多家软件公司的债务进行了做空押注,更在2025年大幅削减了该行业的整体风险敞口。 从战术做空到战略减持 周六,英国《金融时报》援引知情人士消息透露,Apollo的做空目标直指多家由大型私募股权机构持有的软件公司,具体包括KKR旗下的...
Source Link出于对人工智能(AI)颠覆企业软件商业模式的担忧,管理资产规模超9000亿美元的巨头Apollo Global Management(阿波罗全球管理公司),不仅对多家软件公司的债务进行了做空押注,更在2025年大幅削减了该行业的整体风险敞口。 从战术做空到战略减持 周六,英国《金融时报》援引知情人士消息透露,Apollo的做空目标直指多家由大型私募股权机构持有的软件公司,具体包括KKR旗下的...
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