Blue Owl 失守发行价:AI 泡沫的第一块骨牌?

美股研究社
4 hours ago

*内容仅为呈现不同市场观点与研究视角,并不意味着本公众号对文中观点结论认可。当私募信贷开始冻结赎回、科技贷款违约率抬头,AI 泡沫的风险就不再只是二级市场的估值问题,而是金融体系的流动性问题。在全球资本市场沉浸于人工智能带来的生产力革命叙事中时,一级市场与信贷市场的暗流正在涌动。二级市场的科技巨头股价屡创新高,仿佛 AI 的繁荣永无止境;然而,在聚光灯之外的私募信贷领域,压力的裂痕已悄然显现。当...

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