违约、坏账、赎回潮“此起彼伏”,美国的“万亿私募信贷大故事”正在崩塌

华尔街见闻
Dec 22, 2025

美国私募信贷市场——这一曾被华尔街鼓吹为个人投资者“避风港”和稳定收益来源的万亿级领域,正面临着基本面恶化与信心崩塌的双重冲击,由此引发的资产重估正在刺破行业的繁荣泡沫。 作为这一危机的最新注脚,私募信贷巨头Blue Owl Capital近日因风险考量,退出了为甲骨文一项价值100亿美元的AI数据中心项目提供融资的谈判,这一消息迅速引发了市场对大规模基础设施融资链条断裂的恐慌。该事件不仅暴露了...

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