美国私募信贷行业对软件行业的实际贷款敞口可能远超其披露水平。 2月13日,据彭博对七家主要商业开发公司(BDC)的数千笔持仓进行审查后发现,至少250笔投资、价值超过90亿美元的贷款未被贷方标注为软件行业贷款,尽管这些借款公司被其他贷方、私募股权赞助商或公司自身明确定义为软件企业。 这种分类差异不仅让外界难以准确衡量信贷基金在软件行业的集中度,也使得在AI颠覆传统软件商业模式之际,市场的脆弱性被...
Source Link美国私募信贷行业对软件行业的实际贷款敞口可能远超其披露水平。 2月13日,据彭博对七家主要商业开发公司(BDC)的数千笔持仓进行审查后发现,至少250笔投资、价值超过90亿美元的贷款未被贷方标注为软件行业贷款,尽管这些借款公司被其他贷方、私募股权赞助商或公司自身明确定义为软件企业。 这种分类差异不仅让外界难以准确衡量信贷基金在软件行业的集中度,也使得在AI颠覆传统软件商业模式之际,市场的脆弱性被...
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