德银预警：AI普及+高利率夹击软件业正成投机级信贷市场最大隐忧

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智通财经APP获悉，德意志银行分析师警告，软件与科技行业，正对投机级信贷市场构成前所未有的集中度风险。由Steve Caprio牵头的分析师团队在周一报告中指出，软件与科技行业在投机级信贷市场中的规模分别达到5970亿美元和6810亿美元，占比约14%和16%。投机级债务涵盖高收益债、杠杆贷款以及美国私募信贷。分析师表示：“一旦软件行业违约率上升，这一庞大存量债务可能拖累整体市场情绪恶化，其潜在...

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德银预警：AI普及+高利率夹击 软件业正成投机级信贷市场最大隐忧

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德银预警：AI普及+高利率夹击软件业正成投机级信贷市场最大隐忧