AI对传统软件商业模式的颠覆恐慌，正在从股市蔓延至不透明的私募股权市场。 当地时间2月3日，随着高盛和巴克莱接连发布报告揭示软件行业的巨大风险，美国上市私募股权公司（PE）及商业发展公司（BDC）遭遇了新一轮抛售潮。投资者担心，这些机构持有的数千亿美元非公开软件债务，可能正面临着严峻的估值缩水风险。 周一市场已率先做出反应，Blue Owl Capital股价下跌约5%，Ares Capital、...
Source LinkAI对传统软件商业模式的颠覆恐慌，正在从股市蔓延至不透明的私募股权市场。 当地时间2月3日，随着高盛和巴克莱接连发布报告揭示软件行业的巨大风险，美国上市私募股权公司（PE）及商业发展公司（BDC）遭遇了新一轮抛售潮。投资者担心，这些机构持有的数千亿美元非公开软件债务，可能正面临着严峻的估值缩水风险。 周一市场已率先做出反应，Blue Owl Capital股价下跌约5%，Ares Capital、...
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