AI冲击未现缓解迹象,交易员争相抛售软件业债务敞口

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杠杆贷款交易员正在大幅削减对软件行业债务的敞口,其中许多贷款在2026年初时的价格接近或等于面值。这显示出市场对人工智能的担忧正在信贷市场中蔓延。 媒体援引参与交易但因价格并未公开而要求匿名的知情人士称,包括Avalara Inc.、Citrix、Dayforce和Proofpoint等软件公司的银团贷款,在二级市场上自上周五至本周二下跌了1至3个点。这些贷款在去年12月31日时的报价均接近面值(...

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