私人信贷市场恐慌蔓延至华尔街,多家基金限制赎回

Gate News 消息,3 月 16 日,私人信贷市场的紧张情绪已蔓延至华尔街,多家美国大银行正收紧对该行业的贷款,同时部分基金已限制投资者赎回。摩根大通已下调对私人信贷基金的部分贷款价值,此举将减少对其放贷;摩根士丹利因投资者寻求赎回近 11% 份额,限制其一只私人信贷基金的赎回;贝莱德旗舰基金 HLEND 因一季度赎回请求激增至 12 亿美元,触及 5% 上限后限制进一步提款;黑石旗舰基金 BCRED 一季度赎回请求激增,提取 37 亿美元,为首次出现季度流出;蓝鸦资本出售 14 亿美元资产并永久停止一只基金赎回;克利夫沃特旗舰基金因 14% 赎回请求将回购上限设在 7%。市场情绪受估值担忧、透明度问题及汽车供应商 First Brands 破产等案例打击,软件行业敞口较大的基金承压明显。穆迪数据显示,截至 2025 年 6 月,美国银行对私人信贷机构未偿还贷款近 3000 亿美元。

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