金十图示：2025年07月29日（周二）全球富豪榜 | 排名 | 名字 | 身价(美元) | 身价变化 | 公司 | | --- | --- | --- | --- | --- | | | 埃隆·马斯克 | 4110亿 | 1 54亿 1.32% | | | 2 | 拉里·埃里森 | 2938亿 | 1 32亿 1.09% | 甲骨文 | | | 马克·扎克伯格 | 2476亿 | ↑ 17亿 0.69% | Meta | | 4 | 杰夫·贝佐斯 | 2452亿 | ↑ 12亿 0.5% | 亚马逊 | | 5 | 拉里·佩奇 | 0 1584亿 | + -4.89亿 -0.31% | 谷歌 | | 6 | 黄仁勋 | 1538亿 | 1 28亿 1.85% | 英伟达 | | 7 | 贝尔纳·阿尔诺家族 | 1513亿 | ↑ 1.31亿 0.09% | LVMH | | 8 | 谢尔盖·布林 | 1512亿 | + -4.58亿 -0.3% | 谷歌 | | 9 | 史蒂夫·鲍尔默 | 1440亿 | + - 2.70亿 -0.19% | 微软 | | 10 | 沃伦·巴菲特 | 1438亿 | + - ...

Group 1 - The article highlights the inspiring stories of billionaires and the humble beginnings they often share [1] - Notable billionaires mentioned include Sam Zell, Donald Trump, and Bill Ackman, indicating a diverse range of successful individuals [1] Group 2 - iREIT® offers in-depth research on various investment vehicles including REITs, mREITs, Preferreds, BDCs, MLPs, ETFs, Builders, and Asset Managers [2] - The iREIT® Tracker provides data on over 250 tickers, including quality scores, buy targets, and trim targets, enhancing investment decision-making [2] - A new Ratings Tracker called iREIT Buy Zone has been introduced to assist members in screening for value [2] - The company is promoting a 2-week free trial along with a free book to attract new members [4]

Group 1 - Blackstone reported a net inflow of $52 billion from limited partners in Q2 2025, with a total net inflow of $212 billion over the past twelve months, leading to a 13% year-over-year increase in assets under management, reaching a historic high of over $1.2 trillion [1] - The company invested $33 billion in the quarter, totaling $145 billion in investments over the past twelve months, marking one of the most active investment periods in Blackstone's history [1] - Blackstone is focusing on sectors benefiting from long-term trends, including digital and energy infrastructure, digital commerce, private credit, life sciences, and the Indian market [1] Group 2 - Blackstone has built the world's largest third-party credit business platform in the debt and insurance sectors, managing $484 billion in assets, which has tripled in size over the past five years [2] - The revenue of this platform has increased more than fourfold during the same period [2] - The assets managed for insurance companies exceed $250 billion, covering private credit, liquid credit, and other strategies, with a year-over-year growth of 20% [2]

Core Insights - Blackstone Inc. reported better-than-expected second-quarter financial results, driven by a 25% increase in distributable earnings and robust growth across key business segments, leading to total assets under management exceeding $1.2 trillion, a new industry record [1][3]. Financial Performance - Second-quarter fiscal year segment revenues reached $3.075 billion, reflecting a 22% year-over-year increase, surpassing the analyst consensus estimate of $2.778 billion [2]. - Distributable earnings rose 25% year-over-year to $1.57 billion [2]. Business Growth - The strong performance was attributed to broad growth across private wealth, credit and insurance, and infrastructure sectors [3]. - Blackstone achieved the highest level of fund appreciation in nearly four years, indicating strong investment performance for its limited partners [3]. Market Reaction - Following the earnings announcement, Blackstone shares gained 3.6%, closing at $178.11 [4]. - Analysts adjusted their price targets for Blackstone, with Deutsche Bank raising it from $170 to $192 and Keefe, Bruyette & Woods increasing it from $168 to $180 [9].

Group 1 - Elon Musk remains the richest person with a net worth of $399.5 billion, experiencing a decrease of $15.3 billion or 3.7% [1] - Larry Ellison ranks second with a net worth of $287.7 billion, down by $1.03 billion or 0.04% [1] - Mark Zuckerberg's net worth is $246.6 billion, increasing by $14.17 billion or 0.17% [1] - Jeff Bezos has a net worth of $244.7 billion, up by $3.6 billion or 1.48% [1] - Larry Page's net worth stands at $158.2 billion, with an increase of $1.4 billion or 0.9% [1] - Jensen Huang's net worth is $151.2 billion, rising by $2.5 billion or 1.71% [1] - Sergey Brin has a net worth of $151.0 billion, increasing by $1.3 billion or 0.88% [1] - Bernard Arnault's family has a net worth of $146.0 billion, down by $2.7 billion or 1.84% [1] - Warren Buffett's net worth is $144.9 billion, with an increase of $5.11 billion or 0.35% [1] - Steve Ballmer's net worth stands at $143.7 billion, up by $1.1 billion or 0.78% [1] - Michael Dell has a net worth of $128.5 billion, increasing by $1.4 billion or 1.09% [1] Group 2 - Amancio Ortega's net worth is $118.0 billion, with an increase of $3.12 billion or 0.26% [3] - Bill Gates has a net worth of $117.6 billion, rising by $5.13 billion or 0.44% [3] - Rob Walton & family have a net worth of $115.7 billion, increasing by $8.43 billion or 0.73% [3] - Jim Walton & family have a net worth of $114.7 billion, up by $8.41 billion or 0.74% [3] - Mukesh Ambani's net worth is $106.3 billion, down by $1.4 billion or 1.28% [3] - Alice Walton has a net worth of $106.1 billion, increasing by $8.22 billion or 0.78% [3] - Michael Bloomberg's net worth stands at $104.7 billion, unchanged [3] - Carlos Slim Helu's family has a net worth of $97.7 billion, increasing by $1.1 billion or 1.14% [3] - François Pinault's family has a net worth of $91.2 billion, down by $2.83 billion or 0.31% [3] - Thomas Peterffy's net worth is $75.5 billion, with an increase of $1.5 billion or 2.04% [3] - Julia Koch's family has a net worth of $74.2 billion, unchanged [3] - Changpeng Zhao has a net worth of $71.9 billion, unchanged [3] - Zhong Tantan's net worth is $67.7 billion, increasing by $2.0 billion or 3.04% [3] - Charles Koch's family has a net worth of $67.5 billion, unchanged [3] - Gautam Adani's net worth is $66.6 billion, down by $4.91 billion or 0.73% [3] - Zhang Yiming has a net worth of $65.5 billion, unchanged [3] - Jeff Yass has a net worth of $59.0 billion, unchanged [3] - Ma Huateng has a net worth of $56.6 billion, down by $0.67 billion or 0.12% [3] - Stephen Schwarzman has a net worth of $52.3 billion, increasing by $1.4 billion or 2.81% [3]

Core Insights - Grupo Financiero Banorte SAB de CV (GBOOY) is currently viewed as a more attractive investment option compared to Blackstone Inc. (BX) for value investors due to its stronger earnings outlook and better valuation metrics [3][7]. Valuation Metrics - GBOOY has a forward P/E ratio of 7.81, significantly lower than BX's forward P/E of 35.89, indicating that GBOOY is potentially undervalued [5]. - The PEG ratio for GBOOY is 0.91, while BX has a PEG ratio of 1.55, suggesting that GBOOY offers better value relative to its expected earnings growth [5]. - GBOOY's P/B ratio stands at 1.84, compared to BX's P/B of 6.79, further highlighting GBOOY's favorable valuation [6]. Investment Grades - GBOOY has received a Value grade of A, while BX has been assigned a Value grade of D, reflecting the relative attractiveness of their valuations [6].

Blackstone reported that the trillion-dollar investment firm's Wall Street deal engine is revving back to life as it sees a pickup in initial public offerings and merger and acquisition transactions. "We are preparing a number of other companies for public offerings over the coming quarters," Stephen Schwarzman, Blackstone's CEO, said during the company's second-quarter earnings call on Thursday, after pointing to the investment firm's July IPO of Cirsa, a gambling company in Spain.Jon Gray, Blackstone's p ...

Market Overview - The market capitalization of major US stocks shows varied performance, with Oracle at 762.30 billion, Mastercard at 321.36 billion, and Visa at 770.15 billion, reflecting increases of +0.66%, +0.86%, and +0.68% respectively [3] - Exxon Mobil's market cap is 679.53 billion, with a slight decrease of -0.98%, while Johnson & Johnson and Netflix show minor changes of -0.08% and -0.05% respectively [3] - Companies like Wells Fargo and Cisco have market caps of 270.15 billion and 279.59 billion, with respective increases of +0.98% and -0.58% [3] Notable Stock Movements - T-Mobile US Inc experienced a significant increase of +6.20%, reaching a market cap of 272.19 billion [3] - General Electric and Coca-Cola saw market caps of 285.05 billion and 298.76 billion, with increases of +0.37% and +0.91% respectively [3] - Companies like Disney and Goldman Sachs have market caps of 229.06 billion and 221.80 billion, with slight changes of +0.01% and -0.60% [3] Sector Performance - The technology sector shows mixed results, with Intel at 991.05 billion, down -3.28%, while AMD increased by +2.46% to 254.92 billion [5] - The consumer goods sector is represented by companies like Procter & Gamble and Coca-Cola, with market caps of 371.68 billion and 298.76 billion, showing slight increases [3][4] - The energy sector, represented by Exxon Mobil and Chevron, shows varied performance, with Exxon down -0.98% and Chevron up +0.66% [3] Summary of Key Companies - Oracle's market cap stands at 762.30 billion, reflecting a positive trend [3] - Mastercard and Visa show strong performance with market caps of 321.36 billion and 770.15 billion, both increasing [3] - Companies like Pfizer and Comcast have market caps of 1579.81 billion and 1332.00 billion, with Pfizer showing minimal change and Comcast down -3.16% [4][5]

Jon. This morning, Blackstone posted a 25% jump in distributable earnings and a lot of this was due to retail activity flying into Blackstone more and more. How far does this trend go with more retail investors coming in to private funds, especially in the middle of all of this uncertainty.Well, Shonali is always great to be with you. I would just start with the quarter. It was tremendous for us.First off, we delivered for our investors. That's the most important thing. We had the most fun depreciation in n ...

Core Insights - Blackstone's second-quarter 2025 distributable earnings of $1.21 per share exceeded the Zacks Consensus Estimate of $1.10, marking a 26% increase from the prior-year quarter [1][9] - The company's shares rose nearly 2% in pre-market trading due to the better-than-expected quarterly performance [1] - Results were driven by higher segment revenues and an increase in assets under management (AUM), although GAAP expenses increased, presenting a challenge [1] Financial Performance - Net income attributable to Blackstone reached $764.2 million, a significant surge of 72% from the year-ago quarter [2] - Total segment revenues for the quarter were $3.07 billion, a 22% year-over-year increase, surpassing the Zacks Consensus Estimate of $2.75 billion [3][9] - On a GAAP basis, revenues were $3.71 billion, reflecting a 33% growth [3] - Total GAAP expenses amounted to $1.93 billion, rising 18% year over year [3] Assets Under Management - As of June 30, 2025, Blackstone's fee-earning AUM grew 10% year over year to $887.1 billion [5] - The total AUM reached $1.21 trillion, up 13%, primarily driven by $52.1 billion in inflows during the reported quarter [5][9] - The undrawn capital available for investment was $181.2 billion as of June 30, 2025 [5] Share Repurchase Activity - During the reported quarter, Blackstone repurchased 0.2 million shares [6] - As of June 30, 2025, there was $1.4 billion worth of buyback authorization remaining [6] Strategic Outlook - Blackstone is positioned for top-line growth, supported by a continuous rise in AUM and strong fundraising capabilities [7] - However, high expenses and a challenging operating environment may impact the bottom line in the near term [7]