Core Viewpoint - BlackRock has increased its stake in China Duty Free Group (601888)(01880) by acquiring approximately 3.994938 million shares at a price of HKD 88.1 per share, totaling around HKD 352 million, resulting in a new holding of approximately 6.2892 million shares, representing 5.4% ownership [1] Group 1 - BlackRock's acquisition of shares indicates a strategic investment in China Duty Free Group, reflecting confidence in the company's growth potential [1] - The total amount invested by BlackRock in this transaction is approximately HKD 352 million, highlighting the significance of this investment [1] - Following the purchase, BlackRock's total shareholding in China Duty Free Group has increased to approximately 6.2892 million shares, which is a notable increase in their stake [1]

香港联交所最新资料显示，1月12日，贝莱德增持香港交易所(00388)188.6872万股，每股作价425.9778 港元，总金额约为8.04亿港元。增持后最新持股数目约为6516.11万股，最新持股比例为5.14%。 ...

Group 1 - BlackRock increased its stake in China National Building Material (03323) by 42,903,256 shares at a price of HKD 4.8891 per share, totaling approximately HKD 210 million [1] - Following the increase, BlackRock's total shareholding in China National Building Material is approximately 316 million shares, representing a holding percentage of 8.52% [1]

智通财经APP获悉，香港联交所最新资料显示，1月12日，贝莱德增持香港交易所(00388)188.6872万 股，每股作价425.9778港元，总金额约为8.04亿港元。增持后最新持股数目约为6516.11万股，最新持股 比例为5.14%。 ...

Core Viewpoint - BlackRock increased its stake in Huahong Semiconductor's H-shares from 4.86% to 5.10% as of January 12, with an average purchase price of HKD 91.4689 per share [1] Company Summary - BlackRock's ownership in Huahong Semiconductor now stands at 5.10%, reflecting a strategic investment move [1] - The average price paid by BlackRock for the shares was HKD 91.4689, indicating a significant investment in the semiconductor sector [1]

U.S. Stock Market Factors to Watch Out on FridayThe frenzy around AI has sent Nvidia and other superstar stocks to dizzying heights, stirring criticism that their prices had shot too high. Nvidia rose 2.1 per cent on Thursday after TSMC’s Chief Financial Officer Wendell Huang said it’s seeing “continued strong demand” in an encouraging signal for the entire AI industry.TSMC’s stock that trades in the United States rose 4.4 per cent on Thursday. Wall Street steadied on Thursday as stocks related to artificia ...

Core Viewpoint - BlackRock has increased its long position in Luoyang Luanchuan Molybdenum Co., Ltd. - H shares from 7.97% to 8.08% as of January 12, 2026 [1] Company Summary - BlackRock's stake in Luoyang Luanchuan Molybdenum Co., Ltd. has seen a rise, indicating a growing confidence in the company's prospects [1]

Core Insights - BlackRock Inc. is making a significant strategic investment in private markets, aiming to raise $400 billion in gross private-market assets by 2030, focusing on retirement accounts, insurance portfolios, and digital finance [1][2] Group 1: Private Market Strategy - The company reported $40 billion in net inflows for private markets in the last year, primarily driven by private credit and infrastructure investments [2] - BlackRock plans to integrate private-market investments into mainstream retirement accounts, with the launch of a LifePath target date fund that includes private markets expected later this year [3] - Technology and data play a crucial role in this strategy, highlighted by the $3.5 billion acquisition of Preqin, a private markets data company [3] Group 2: Indexing and Tokenization - BlackRock is working on creating investable indices for private markets, aiming to launch these in the coming years [4] - The company is exploring the role of tokenization in private markets, allowing investors to hold tokenized money-market funds alongside other assets, which could enhance the liquidity and distribution of illiquid assets [4] Group 3: Financial Performance - BlackRock's shares increased by 5.93% following the announcement of fourth-quarter results, with revenue reaching $7.01 billion, a 23% increase year-over-year, surpassing expectations [5] - The total assets under management rose to $14 trillion, up from $11 trillion the previous year, with $698 billion in net inflows for the full year [6]

Group 1: Robotics Sector - The robotics concept stocks experienced a broad increase, with notable gains from companies like XAG (02590) up 5.93%, Yunji (02670) up 5.10%, and Blues Technology (06613) up 4.82%. According to an Omdia report, the global annual installation of humanoid robots is expected to add approximately 16,000 units by 2025, with Zhiyuan Robotics leading the market in installations [1][2] - Tianyue Advanced (02631) surged over 15.8% as a report from Zheshang Securities highlighted its active expansion into silicon carbide applications in emerging fields, indicating long-term growth potential [1] - WeRide (00800) rose over 3.4% as it announced that its global Robotaxi fleet will reach 1,000 vehicles by January 12, 2026, with successful commercial operations in cities like Guangzhou, Beijing, and Abu Dhabi [1] - Cao Cao Mobility (02643) increased nearly 8% following its announcement of two strategic acquisitions, including a full acquisition of Weixing Technology and plans to acquire Geely Business Travel [1] Group 2: Energy and Materials Sector - Oil and gas stocks saw significant declines, with Shandong Molong (00568) dropping over 8.1% due to a sharp decrease in international oil prices, with Brent crude futures falling by $2.76 or 4.15% to $63.76 per barrel [2] - Innovation Industry (02788) rose nearly 8% as aluminum prices have surged significantly since 2026, with Huatai Securities indicating that the overall supply-demand tightness will continue, supporting a long-term profit increase in the aluminum sector [2] Group 3: Aerospace and Technology Sector - The commercial aerospace sector showed signs of recovery, with companies like Asia Pacific Satellite (01045) and JunDa Co. (02865) both rising by 5.02%. This follows Elon Musk's announcement that SpaceX aims to increase Starship launch frequency to over once per hour within three years [2] - Weichai Power (02338) increased over 4.9% as it announced advancements in solid-state battery research and strong demand for its power generation products [3] - Zhaoyi Innovation (03986) rose over 6.2% as a Counterpoint Research report indicated that the memory market has entered a "super bull market," surpassing historical highs from 2018 [4] Group 4: US Market Highlights - Nuclear power stocks strengthened, with Talen Energy (TLN.US) up 11.8% and Vistra Energy (VST.US) up 6.63%, following news of a new bipartisan bill proposing a $2.5 billion Strategic Resilience Reserve to secure key minerals domestically [5] - Morgan Stanley (MS.US) rose 5.78% after reporting Q4 revenue growth of 10% to $17.89 billion, exceeding market expectations [5] - The weight loss drug sector faced pressure, with Eli Lilly (LLY.US) down 3.76% as its weight loss drug was placed under FDA review, delaying a decision until April 2026 [6] - Dell Technologies (DELL.US) increased by 0.82% as Omdia reported a significant recovery in the global PC market, with a projected 9.2% increase in total shipments for 2025 [8]

受业绩利好推动，贝莱德股价上涨约6%，反映出市场对其业绩表现的认可。 市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 贝莱德公布2025年全年及第四季度业绩，其资产管理规模升至创纪录的14万亿美元，带动股价出现明显 上涨。 报告显示，贝莱德第四季度合计吸纳客户资金3420亿美元，其中长期投资基金获净增资2680亿美元，超 出市场预期。仅ETF业务就吸引1810亿美元资金流入，使得该业务总规模突破5.5万亿美元。去年最后 三个月的强劲资金流入，叠加货币市场及现金管理基金的贡献，推动贝莱德全年总吸金规模达到6980亿 美元，创下历史新高。此次业绩中首次纳入花旗集团外包合作项目，花旗将约800亿美元富裕客户投资 资产交由贝莱德管理。 贝莱德正加速推进私募市场领域扩张，整合近期完成的一系列收购交易。该公司斥资约280亿美元收购 全球基础设施合伙公司、HPS投资合伙公司以及Preqin有限公司，为其历史上规模最大的并购动作之 一。目前贝莱德正从传统公开市场投资主导者，转型为全球私募信贷和基础设施市场的顶级机构之一。 贝莱德首席执行官拉里·芬克在声明中表示："全球 ...