智通财经4月30日电，香港交易所信息显示，贝莱德在中国人寿的持股比例于04月24日从5.83%升至 6.10%。 ...

智通财经4月30日电，香港交易所信息显示，贝莱德（BlackRock）在工商银行的持股比例于从4.93%升 至5.01%。 ...

香港交易所信息显示， 贝莱德（BlackRock）在 工商银行的持股比例于从4.93%升至5.01%。 ...

这回，李嘉诚是真的栽了。 市监总局直接放狠话：交易各方不得规避审查，未经批准，集中交易一律暂停，谁敢乱来，依法办！什 么意思？很简单：李嘉诚也好，贝莱德也罢，地中海航运集团也好——一个都别想玩垄断！ 李嘉诚想一次性甩卖全球43个海外港口，换一大笔现金走人，彻底跑路？想得美！ 市监总局这个动作，直接把李嘉诚最后一点侥幸心理敲碎了。因为李嘉诚这边，还在不停地暗搓搓搞小 动作，想搞"金蝉脱壳"——把旗下的长和集团拆成小块，企图蒙混过关。 怎么个拆法？把长子李泽钜名下的电讯盈科等产业，一分为二，直接打包送去英国伦敦上市。 一边做拆分，一边转资产。拆出来的公司名字一换，股权一分，反垄断的帽子就想摘掉。反正，留在李 嘉诚名下的是"合法"的，搬到李泽钜名下的，又是"独立"的——想得太美了！ 更绝的是，李泽钜本身还不是中国国籍，弄走的大多是海外资产。尤其是欧洲的电信资产，比如英国最 大的电信公司，都被李家收割到手。一操作下来，大量财富可以偷偷转移，反垄断审查直接被架空。 但很遗憾，国家早看穿了。 北美、拉美、欧洲、中东、东南亚、澳洲……只要是重要节点，几乎都有他的码头。 李嘉诚的盘子有多大？ 一是房地产，遍地开花，从内地到香 ...

智通财经4月29日电，贝莱德增持1万枚ETH，价值1814万美元金色财经报道，据Arkham监测数据显 示，大约2分钟前，贝莱德通过旗下以太坊交易所交易基金ETHA Ethereum ETF从Coinbase Prime热钱包 地址增持1万枚ETH，价值1814万美元。 贝莱德增持1万枚ETH ...

Core Viewpoint - BlackRock's stock analyst team encourages investors to maintain a moderate exposure to AI-driven stocks despite recent global trade policy volatility, emphasizing the long-term growth potential of AI investments remains intact [1][2]. Group 1: AI Investment Outlook - BlackRock believes that AI-driven technology companies with strong profitability and balance sheets are best positioned to navigate the current macro environment [2]. - The demand for AI and machine learning (ML) technologies is prioritized in IT budgets of U.S. tech companies, indicating robust growth in this sector [2][3]. - BlackRock's analysts predict that AI will continue to be a key driver of global stock market performance in the coming years, despite ongoing trade policy uncertainties [3]. Group 2: Impact of Trade Policies - The aggressive tariff policies initiated by the Trump administration have led to significant market volatility, with global stock markets losing over $10 trillion in value at one point [2][3]. - Despite the pressure from tariffs, BlackRock asserts that the "alpha" attributes of AI investments—defined as returns exceeding those of the broader market—remain strong [1][3]. - Companies in the AI infrastructure sector, particularly those involved in AI GPU and ASIC production, are expected to benefit from potential tariff exemptions on high-performance chips [5][6]. Group 3: Company Performance and Projections - TSMC reported a 60% increase in net profit, maintaining a revenue growth forecast of around 25% for the year, with AI-related revenue expected to double [6][7]. - TSMC's management anticipates a compound annual growth rate of approximately 20% over the next five years, with AI-related revenue projected to grow by about 45% [7]. - BlackRock estimates that major U.S. tech companies plan to invest over $315 billion in AI infrastructure capital expenditures this year, with NVIDIA leading in AI GPU investments [7][8]. Group 4: Investment Strategies - BlackRock recommends that investors strategically maintain exposure to AI-driven stocks, particularly those with robust fundamentals, as they are likely to outperform the market [8]. - The firm suggests utilizing actively managed ETF products to capture evolving investment opportunities within the AI technology stack [8]. - The analysts emphasize the importance of a flexible, research-driven approach to identify beneficiaries of the AI investment theme as it matures [8].

Group 1 - BlackRock has initiated a strategy to increase investments in the UK, with CEO Larry Fink stating that the UK market, particularly the banking sector, is severely undervalued [1] - Fink expressed greater confidence in the UK’s economic outlook compared to a year ago, highlighting the government's efforts to address economic challenges [1] - The company manages approximately £570 billion in assets in the UK, including stocks, bonds, and infrastructure [1] Group 2 - Fink described the current economic policy in Europe, including the UK, as a "surrender moment," indicating a shift towards prioritizing economic growth [1] - He noted improvements in the decision-making speed of the UK's Competition and Markets Authority (CMA) as a positive sign of government support for growth [1] - Fink pointed out the significant undervaluation of UK assets, especially in the banking sector, citing the rebound in valuations of banks like NatWest and Lloyds [1]

香港交易所信息显示， 贝莱德在 中国石油股份的持股比例于04月23日从7.12%降至6.98%。 ...

智通财经4月28日电，香港交易所信息显示，贝莱德在哔哩哔哩-W的持股比例于04月22日从5.05%降至 4.79%。 ...