私募信贷上演“抢盐大战”:“什么都行,就是别碰软件”

格隆汇
Aug 14
一份最近在业内流传的、带有调侃意味的私募信贷术语表中,通常代表资产支持证券(asset-backed securities)的缩写ABS,被戏称为“Anything But Software” —— “什么都行,就是别碰软件”。软件公司曾经是市场宠儿,如今却备受冷落,因为人工智能可能彻底颠覆它们的商业模式。虽然大量融资活动已经转向支持AI基础设施建设热潮,但重资产、传统经济企业也越来越受到私募信贷市场青睐。以American Rock Salt为例,这家公司开采和销售道路用盐以及其他氯化钠产品。尽管其信用评级属于垃圾级,贷款机构目前却在激烈争抢这笔生意。

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