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私募信贷的现实与误解 ——北美企业信贷vs澳洲地产抵押信贷的结构性差异

March 18, 2026

过去几周,华尔街开始重新审视一个过去十年几乎一路高歌猛进的市场——私募信贷。随着利率长期维持高位以及部分科技企业增长预期发生变化,投资者对这一规模超过2万亿美元的资产类别的风险开始变得更加敏感。

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铁矿石养家,铜矿撑门面:BHP的转型账算清了吗?

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March 4, 2026

裁员2000人,股价反弹在即:WiseTech “定心丸”如何点燃长期复兴?

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March 3, 2026

铁矿利润仍强,中国关系加固:Fortescue还能稳多久?

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March 3, 2026

87亿美元并购后的第一份“信心答卷”:James Hardie 是完成进化,还是背上高杠杆枷锁?

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March 3, 2026

利润暴涨,股价为何沉默?— BlueScope关键的一年

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March 3, 2026

地产与基建巨头Lendlease:转型阵痛中的价值重构

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March 3, 2026
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