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杰克船长宏观策略
@macrotradecn
Joined September 2011
99 Following    155.1K Followers
杰克船长宏观策略@macrotradecn
2025.10.14 10:27
最近老美 First Brands出事 ， private credit感觉要开始清算了，有些私募股权PE已经都跌了35%以上了。看最近几个最大的老美p2p的股价，Ares,kkr,Apo黑石，都像在做大头啊。
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