大摩预计美国私募信贷违约率将达8%,行业巨头坦言:所有的估值都是错的!

华尔街见闻
Mar 17

私募信贷市场的隐忧继续在华尔街蔓延。 摩根士丹利分析师周一发布的报告中指出,软件行业贷款在私募信贷市场中拥有最高杠杆率和最低覆盖率,违约率可能逼近疫情以来的高峰水平。 报告指出,随着人工智能的进步不断颠覆软件行业,软件企业偿债能力持续减弱,直接贷款的违约率将攀升至 8%。直接借贷是一种私人借贷形式,指非银行机构(如资产管理公司、私募股权基金、保险公司等)绕过商业银行等传统金融中介,直接向企业提供...

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