摩根大通认为,商业发展公司(BDC)因持有约700亿美元的软件行业贷款(占投资组合16%),正成为信贷市场的风险焦点。受AI技术颠覆冲击,软件板块剧烈下跌已导致相关贷款资产价格脱锚,若行业违约潮爆发,BDC可能面临巨额损失,其抗风险能力正经历严峻考验。华尔街分析人士警告,BDC持有的巨额软件债务可能成为引发下一轮信贷危机的潜在导火索,这一隐忧已开始在市场中显现。BDC是私募信贷市场重要组成部分的...
Source Link摩根大通认为,商业发展公司(BDC)因持有约700亿美元的软件行业贷款(占投资组合16%),正成为信贷市场的风险焦点。受AI技术颠覆冲击,软件板块剧烈下跌已导致相关贷款资产价格脱锚,若行业违约潮爆发,BDC可能面临巨额损失,其抗风险能力正经历严峻考验。华尔街分析人士警告,BDC持有的巨额软件债务可能成为引发下一轮信贷危机的潜在导火索,这一隐忧已开始在市场中显现。BDC是私募信贷市场重要组成部分的...
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