软件公司拖延债务在成本上升和与AI有关的不确定性中引起增加,引起投资者的担忧。 Software firms delay debt raises amid rising costs and AI-related uncertainty, spurring investor concern.

软件公司正在推迟偿还债务, 原因是借贷成本上升, 以及贷款人更加严格审查, Software companies are delaying debt raises due to higher borrowing costs and stricter lender scrutiny amid growing fears that AI could disrupt their business models. 出贷人以更高的违约风险定价,特别是杠杆贷款,导致更高的收益率和更严格的契约等条件更加苛刻。 Lenders are pricing in higher default risks, especially for leveraged loans, leading to tougher terms like higher yields and stricter covenants. 尽管短期债务到期日较低,但公司正在避免新的交易,一些引人注目的交易被推迟。 Despite low near-term debt maturities, firms are avoiding new deals, with several high-profile transactions postponed. 软件行业的股票指数在2026年下降了20%,反映了投资者的怀疑态度。 The software sector’s stock index has dropped 20% in 2026, reflecting investor skepticism. 分析师警告称，随着人工智能未来两年影响的展开，违约率可能会超出预期，尤其是在美国。 Analysts warn defaults could rise more than expected, particularly in the U.S., as AI’s impact unfolds over the next two years.