---
title: "高盛的 Bantwal 對有關私人信貸困境的説法表示異議"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286226795.md"
description: "高盛的 Vivek Bantwal 對私人信貸中困境的敍述表示異議，稱數據顯示違約和未計息的情況較為温和。然而，明晟報告稱，超過 10% 的貸款已被減記至少一半，特別是對較小的基金影響較大。監管機構對銀行風險敞口的增加以及這一快速增長但未經檢驗市場中的不透明結構表示擔憂"
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 對有關私人信貸困境的説法表示異議

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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