Hua Er Jie Jian Wen
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Waymo据称洽谈新融资,估值至少近千亿美元
Hua Er Jie Jian Wen· 2025-12-16 23:26
一家媒体称,此轮融资将由母公司Alphabet领投,并将引入外部投资者。两家媒体的报道在Waymo的融 资规模上存在差异。 新近消息显示,特斯拉的无人驾驶领域劲敌Waymo正在以约千亿美元的估值寻求新的融资。 据美东时间16日周二的两家媒体报道,谷歌的"姊妹"、Alphabet旗下自动驾驶公司Waymo正在洽谈新一 轮融资,其中一家称估值接近1000亿美元,另一家称估值至少1000亿美元。无论哪个数据准确, Waymo的估值都将较去年10月的450亿美元大幅提升至少一倍多。 其中一家报道称,Waymo正寻求从外部投资者和母公司Alphabet筹集超过150亿美元,由Alphabet领投。 消息人士称,Waymo及其潜在投资者曾考虑高达1100亿美元的估值,但最终融资金额和估值尚未确 定。 另一家则报道相对保守,称融资规模至少为数十亿美元,可能超过100亿美元。该媒体援引知情人士消 息称,确切估值尚未确定,融资预计明年年初安排。 Waymo拒绝对此置评。 估值激增反映市场地位 此轮估值飙升凸显Waymo在无人驾驶技术领域的领先地位。Waymo目前是美国无人驾驶里程、付费客 户和运营许可区域最多的公司。该公司是唯 ...
华尔街见闻早餐FM-Radio | 2025年12月17日
Hua Er Jie Jian Wen· 2025-12-16 23:13
华见早安之声 请各位听众升级为见闻最新版APP,以便成功收听以下音频。 市场概述 美国11月非农新增就业超预期,但失业率意外升至四年高位,交易员未加大对美联储降息的押注。道指与标普连跌三日,科技股在经历了连续下跌后迎来反 弹,支撑纳指收高。 特斯拉涨超3%,创历史新高。英伟达反弹0.8%。科技七巨头中,谷歌独跌0.54%、连续四个交易日下挫。Circle涨约10%。能源板块因原油拖累下跌3%。辉 瑞跌3.4%,公司发布悲观的业绩指引,拖累医疗保健板块。 美债收益率普跌,10年期下挫超3基点。美元较昨日尾盘变动不大,日内一度跌0.43%。离岸人民币延续昨日强势,一度升至14个月高点7.03附近。比特币涨 1.8%、日内一度触及8.8万美元。 黄金宽幅震荡,较日低一度涨近1.5%,随后回落守住4300美元一线。白银最终微跌0.5%。美油一度跌破55美元,创2021年初以来最低。 亚洲时段,AH股震荡调整,创业板跌超2%,消费、智能驾驶逆势走强,商业航天回调,恒指、恒科指跌超2%,黄金股走弱,铂钯期货续涨。 要闻 中央财办:投资和消费增速明年有望恢复,房地产供给端要严控增量、盘活存量。 美国就业继续降温:11月非农 ...
派拉蒙1080亿报价截胡奈飞失败?华纳据称本周将拒绝收购要约
Hua Er Jie Jian Wen· 2025-12-16 22:51
Core Viewpoint - The acquisition battle for Warner Bros. Discovery may conclude with Netflix emerging victorious, as the Warner board is reportedly preparing to reject Paramount's hostile takeover bid due to concerns over financing and deal terms [1][4]. Group 1: Acquisition Details - Netflix agreed to acquire Warner Bros. for approximately $83 billion, including debt, at a price of $27.75 per share, which was announced on December 5 [3]. - Paramount made a hostile bid to acquire Warner Bros. for over $108 billion, offering $30 per share, just three days after Netflix's announcement [3]. Group 2: Concerns Over Paramount's Bid - Warner's board is primarily concerned about the financing structure of Paramount's bid, which relies heavily on a trust supported by Oracle founder Larry Ellison, raising doubts about the stability of the financing [4]. - There are worries that the operational capabilities of Warner could be limited during the lengthy regulatory approval process, which could take a year or more [4]. Group 3: Paramount's Position - Paramount indicated that its $30 per share offer is not its "best and final" bid, suggesting there may be room for a higher offer [5]. - The offer represents a 139% premium over Warner's unaffected stock price, and Paramount claims its all-cash offer provides $17.6 billion more in cash to shareholders compared to Netflix's deal [5]. Group 4: Regulatory and Market Context - The acquisition battle follows concerns raised by former President Trump regarding antitrust issues related to the Netflix deal, which could complicate the approval process [5]. - Since the news of the acquisition surfaced in September, Netflix's market value has decreased by approximately $100 billion [5].
周四10点,特朗普将全美讲话:回顾“伟大”的一年,预告明年新政
Hua Er Jie Jian Wen· 2025-12-16 21:18
Core Points - President Trump is set to deliver a crucial speech to the nation amid declining approval ratings and economic challenges, aiming to outline his policy agenda and achievements [1] - Recent polls indicate a nearly 10 percentage point drop in public approval regarding Trump's handling of economic and immigration issues since March [1][3] - The upcoming midterm elections will serve as a test of Trump's political influence and the Republican Party's ability to maintain control of Congress [1] Economic Challenges - Economic issues have emerged as a primary challenge for Trump, with concerns over wage growth slowing and rising household costs becoming central to voter concerns [2][3] - Political opponents are criticizing Trump's tariff policies, attributing rising consumer prices and inflation to these measures [3] - Trump has initiated a domestic campaign to address economic pressures, including policies aimed at reducing costs and providing assistance to farmers affected by low agricultural prices and tariffs [3] Policy and Governance - Since returning to the White House, Trump has focused on reshaping the U.S. economic and national security landscape through tariffs on trade partners and key industries [4] - His administration has tested the boundaries of executive power by reducing the federal workforce and cutting funding for programs criticized by conservatives [4] - Trump is also working to fulfill campaign promises related to immigration, including large-scale deportations and tightening legal entry pathways [4]
报道称瑞幸咖啡要买Blue Bottle,% Arabica也在考虑范围内
Hua Er Jie Jian Wen· 2025-12-16 20:22
Group 1 - Luckin Coffee is considering acquiring Blue Bottle Coffee, a subsidiary of Nestlé, to enhance its brand image and expand into the high-end coffee market [1] - The discussions regarding the acquisition are still in the early stages and may not lead to a final offer [1] - Luckin Coffee has surpassed Starbucks in the number of stores in China, becoming the largest coffee chain in the country [1][2] Group 2 - Luckin Coffee has experienced rapid growth since its establishment in 2017, offering low-priced coffee and customized drinks, resulting in a net revenue of $2.1 billion for the quarter ending September, a 50% year-on-year increase [2] - The company added 3,008 new stores in the latest quarter, bringing its total global store count to 29,214 [2] - Nestlé has commissioned Morgan Stanley to evaluate the future development plans for Blue Bottle Coffee, which it invested in back in 2017 for approximately $425 million [3]
特朗普政府威胁欧盟:美国要在数字税问题上报复西门子、Sap等欧洲公司
Hua Er Jie Jian Wen· 2025-12-16 18:06
特朗普政府威胁欧盟:美国要在数字税问题上报复西门子、Sap等欧洲公司。 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 风险提示及免责条款 ...
苹果计划扩大智能手机产品线。(The Information)
Hua Er Jie Jian Wen· 2025-12-16 16:10
市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 苹果计划扩大智能手机产品线。(The Information) 风险提示及免责条款 ...
求是网发文:如何促进消费和投资良性互动?
Hua Er Jie Jian Wen· 2025-12-16 14:27
市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 风险提示及免责条款 求是网发文称,近日召开的中央经济工作会议紧扣当前发展形势,将"坚持内需主导,建设强大国内市 场"列为明年经济工作的首要任务。消费和投资是内需"双轮",有效促进二者良性互动,是增强国内大 循环内生动力和可靠性的应有之义,对于加快构建新发展格局意义重大。 当前和今后一个时期拓展内 需增长新空间,既要持续激发有潜能的消费、扩大有效益的投资,也要找准二者的结合点和发力点,促 进消费和投资良性互动。要大力提振消费,深入实施提振消费专项行动,制定实施城乡居民增收计划; 扩大优质商品和服务供给;优化"两新"政策实施;清理消费领域不合理限制措施,释放服务消费潜力。 要扩大有效投资,推动投资止跌回稳,适当增加中央预算内投资规模,优化实施"两重"项目,优化地方 政府专项债券用途管理,继续发挥新型政策性金融工具作用,有效激发民间投资活力;高质量推进城市 更新。要强化制度保障,制定全国统一大市场建设条例,统一市场基础制度、市场基础设施、 ...
“新美联储通讯社”Nick Timiraos:截至11月,过去六个月私营部门就业人数平均每月增加44,000人(与10月持平)。这是疫情后的经济重启周期中六个月招聘速度最慢的一次
Hua Er Jie Jian Wen· 2025-12-16 13:54
风险提示及免责条款 "新美联储通讯社"Nick Timiraos:截至11月,过去六个月私营部门就业人数平均每月增加44,000人(与 10月持平)。这是疫情后的经济重启周期中六个月招聘速度最慢的一次。 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 ...
美国11月非农就业人口增长 6.4万人,预期 5万人
Hua Er Jie Jian Wen· 2025-12-16 13:34
风险提示及免责条款 市场有风险,投资需谨慎。本文不构成个人投资建议,也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资,责任自负。 美国11月失业率 4.6%,预期 4.5%。 ...