05/20/2025, 09:56 PM UTC
OXLC 23%：美国空中楼阁OXLC 23%: The American Pie In The Sky
1、OXLC的资产净值（NAV）近期大幅下跌，尽管此前宣布回购计划，但仍持续大规模增发股份；2、该基金23%的表面收益率不可持续，因NAV下降和派息覆盖问题，可能面临派息削减和反向拆股风险；3、依赖派息的投资者实际回报较差，价格下跌和派息削减侵蚀收益，与更安全的替代品相比，OXLC缺乏吸引力。1. OXLC's NAV has declined sharply, with continued share issuance contradicting prior buyback plans; 2. The fund's 23% headline yield is unsustainable, facing risks of distribution cuts and potential reverse splits due to NAV erosion and payout coverage gaps; 3. Long-term investors have suffered poor real returns as price depreciation and payout reductions undermine income, making OXLC less attractive compared to safer income alternatives.---
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