2026年二季度全球私人市场筹资报告(英)-2026
聚焦2026年二季度全球私人市场筹资报告(英)-2026。The shock versus the portfolio The dot-com scenario does not claim that today’s AI cycle repeats the dot-com bubble. The parallel is narrower: Both periods center on concentrated growth-equity exposure, and both raise the question of how valuation pressure reaches private portfolios.