"软件-PE"死亡循环的中心,美国PE三巨头持续重挫,KKR和Blue Owl电话会承认财务挑战

华尔街见闻
Feb 06

在AI颠覆软件行业的担忧下,美国私募资本巨头正陷入融资放缓、资产退出延迟和赎回压力上升的多重困境。过去十年软件资产一直是私募股权投资的核心领域,如今这一基础正在动摇,威胁着行业的增长逻辑和盈利模式。 2月5日,KKR和Blue Owl在财报电话会议上对2026年财务前景发出警告。KKR首席财务官Robert Lewin表示,若市场环境恶化,公司可能推迟今年部分资产出售,这将减少现金流并导致2026...

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