---
title: "高盛的 Bantwal 对有关私人信贷困境的说法表示异议"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286226795.md"
description: "高盛的 Vivek Bantwal 对私人信贷中困境的叙述表示异议，称数据显示违约和未计息的情况较为温和。然而，明晟报告称，超过 10% 的贷款已被减记至少一半，特别是对较小的基金影响较大。监管机构对银行风险敞口的增加以及这一快速增长但未经检验市场中的不透明结构表示担忧"
datetime: "2026-05-13T08:55:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286226795.md)
  - [en](https://longbridge.com/en/news/286226795.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286226795.md)
---

# 高盛的 Bantwal 对有关私人信贷困境的说法表示异议

Goldman challenges narrative: Vivek Bantwal says private credit data shows modest defaults and non-accruals, countering alarmist headlines. MSCI flags distress: New data shows over 10% of loans marked down by at least half, with smaller funds hit hardest. Systemic risk debate: Regulators warn of growing bank exposure and opaque structures in a rapidly expanding but untested market.

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- [MSCI.US](https://longbridge.com/zh-CN/quote/MSCI.US.md)
- [GS-C.US](https://longbridge.com/zh-CN/quote/GS-C.US.md)
- [GS.US](https://longbridge.com/zh-CN/quote/GS.US.md)
- [GS-D.US](https://longbridge.com/zh-CN/quote/GS-D.US.md)
- [W4VR.SG](https://longbridge.com/zh-CN/quote/W4VR.SG.md)

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