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美股盘前要点 | 美联储如期降息25个基点!英伟达官宣50亿美元入股英特尔
Ge Long Hui· 2025-09-18 12:34
Group 1 - U.S. stock index futures are all up, with Nasdaq futures rising by 1.13%, S&P 500 futures up by 0.74%, and Dow futures increasing by 0.46% [1] - Major European indices are collectively rising, with Germany's DAX index up by 1.16%, UK's FTSE 100 index up by 0.14%, France's CAC index up by 1.09%, and the Euro Stoxx 50 index up by 1.38% [1] - Nvidia announced a $5 billion investment in Intel but did not grant Intel key chip manufacturing orders [1] - Tesla signed a letter of intent with plant-based pharmaceutical company PharmAGRI for a large order of 10,000 Optimus 3+ humanoid robots [1] - Apple is reportedly in talks with suppliers to trial a foldable iPhone in Taiwan, aiming for mass production in India next year [1] - Meta launched its first Ray-Ban smart glasses with a built-in screen at the Connect conference, priced at $799 [1] - Google and PayPal have established a long-term strategic partnership focused on advancing multiple business solutions [1] - CrowdStrike released the industry's first integrated threat intelligence system, Threat AI [1] Group 2 - The Federal Reserve lowered interest rates by 25 basis points as expected, with the dot plot indicating two more rate cuts this year [1] - Novo Nordisk announced that Ozempic has superior cardiovascular protection efficacy compared to Eli Lilly's older drug Trulicity [1] - Blackstone Group committed to an additional £90 billion investment in the UK, following a previous announcement of a £10 billion investment to build data centers [1] - Roche will acquire biopharmaceutical company 89bio for $3.5 billion, enhancing its position in the weight loss drug market [1] - Electric vehicle manufacturer Rivian is advancing its factory plans in Georgia, targeting production by 2028 [1] - Reddit is in preliminary discussions with Google to negotiate a new content-sharing agreement for greater revenue [1]
黑石集团和TPG重燃收购医疗诊断公司Hologic的兴趣
Ge Long Hui A P P· 2025-09-18 06:33
Group 1 - Blackstone and TPG have reignited interest in acquiring medical diagnostics company Hologic, potentially becoming one of the largest healthcare privatization deals of the year [1] - Hologic's CEO Steve MacMillan's compensation terms and the recent decline in stock price may be motivating factors for the sale [1] - Both parties are currently conducting due diligence, and a deal is not expected to be reached within the next month [1]
Blackstone and TPG revive interest in buying Hologic, source says
Reuters· 2025-09-17 20:41
Private equity firms Blackstone and TPG revived their interest in acquiring medical device maker Hologic , a person close to the transaction said on Wednesday. ...
Hologic jumps after report Blackstone, TPG have revived takeover interest (HOLX:NASDAQ)
Seeking Alpha· 2025-09-17 20:13
Core Viewpoint - Hologic's stock price increased by 7.6% following reports of renewed interest from Blackstone Inc. and TPG in acquiring the medical device company [2] Company Summary - Blackstone Inc. and TPG have resumed discussions with Hologic's board regarding a potential takeover [2]
Should You Invest in Blackstone Despite Its Premium Valuation?
ZACKS· 2025-09-17 16:31
Core Viewpoint - Blackstone Inc. (BX) stock is currently trading at a premium compared to the industry average, with a forward 12-month price/earnings (P/E) ratio of 30.30, exceeding the industry average of 25.69, indicating potential overvaluation [1][2][5] Valuation Comparison - BX's P/E ratio is significantly higher than its closest peers, Apollo Global Management, Inc. (APO) at 15.73 and The Carlyle Group Inc. (CG) at 14.42, suggesting that BX may be relatively overvalued [2][5] Growth Factors - Blackstone's total Assets Under Management (AUM) reached $1.21 trillion as of June 30, 2025, driven by strong capital inflows and strategic investments in private credit and high-growth sectors [9][10][11] - The company has seen a compound annual growth rate (CAGR) of 16.2% in total AUM and 15.3% in fee-earning AUM over the past four years [10] - Blackstone's focus on private credit and investments in sectors like digital infrastructure, AI, and life sciences are expected to support continued AUM growth [12][13] Fundraising and Capital Deployment - Despite a challenging fundraising environment, Blackstone has raised significant capital, with $181.2 billion available as of June 30, 2025, allowing for opportunistic investments [14] - The company deployed $133.9 billion in 2024 and $69.5 billion in the first half of 2025, positioning itself well to capitalize on market dislocations [15] Strategic Alliances - Blackstone formed an alliance with Wellington and Vanguard to develop multi-asset investment solutions, aiming to enhance investor access to institutional-quality portfolios [16] Price Performance - Over the past three months, BX shares have increased by 33.6%, outperforming the industry and the S&P 500 Index, although it lagged behind Carlyle Group's 42.3% gain [17] Earnings Estimates - Analysts have revised earnings estimates upward for 2025 and 2026, indicating expected year-over-year growth rates of 7.8% and 29.9%, respectively [20] Long-term Outlook - Blackstone is positioned for long-term growth due to high inflows and substantial capital for investments, although its premium valuation raises concerns for more conservative investors [19][23]
Blackstone Is A Conundrum (Technical Analysis)
Seeking Alpha· 2025-09-16 11:51
In this article, I will outline my thesis on why I think Blackstone Inc. (NYSE: BX ) is bullish. I will use technical analysis elements of price action, momentum, volume, and relative strength to make my case. I will also commentAs an individual investor nearing retirement I am trying to build my financial assets in order to have a fulfilling retirement. I am interested in trading both long and short; or at least using inverse ETFs, to take advantage of market declines. Having long term and short term tradi ...
Blackstone Energy to acquire Hill Top Energy Center for nearly $1bn
Yahoo Finance· 2025-09-16 11:25
Core Insights - Blackstone Energy Transition Partners has signed an agreement to acquire Hill Top Energy Center, a 620MW natural gas power plant in Western Pennsylvania, for nearly $1 billion [1] - The acquisition supports Blackstone's strategy to invest over $25 billion in Pennsylvania's digital and energy infrastructure, aiming to stimulate an additional $60 billion in funding [2] - The electricity infrastructure is crucial for powering the AI revolution, with rising electricity consumption driven by industrial onshoring and the growth of AI data centers [5][6] Company Actions - Blackstone Energy Transition Partners is focusing on investments in natural gas-fired generation, with Hill Top being a highly efficient facility positioned to support AI innovation in the region [4][5] - Financial advisors for the transaction include Santander and Houlihan Lokey, with Kirkland & Ellis serving as legal advisor [3] Market Context - The demand for electricity is increasing due to the proliferation of AI data centers, which are identified as key drivers of growth in the energy sector [5][6] - Blackstone Energy Transition Partners previously agreed to acquire the 774MW Potomac Energy Center in Virginia, indicating a broader strategy in the natural gas power generation market [6]
Blackstone to pay $1B for 620-MW Pennsylvania natural gas plant
Yahoo Finance· 2025-09-16 10:36
Core Insights - Blackstone's private equity arm is acquiring the Hill Top Energy Center, a 620-MW natural gas power plant in Pennsylvania, for nearly $1 billion [1][3] - The acquisition price of approximately $1,600 per kilowatt is higher than recent gas plant purchases, reflecting various influencing factors [2] - The total value of natural gas plant acquisitions in 2024 has surpassed $4.3 billion, a significant increase from $3.1 billion in 2023, with individual plant values roughly doubling since 2020 [2] Acquisition Details - The Hill Top acquisition is part of Blackstone Energy Transition Partners' strategy, which includes a previous purchase of the Potomac Energy Center, a 774-MW plant in Virginia for a similar price [3] - Blackstone has been developing or constructing around 1,600 MW of new power generation capacity in the U.S. over the past three and a half years [5] Strategic Importance - Blackstone emphasizes that Hill Top is one of the newest and most efficient combined cycle gas turbine plants in the U.S., positioned to support power needs for data centers and other applications in the PJM market [6] - The company plans to invest over $25 billion to enhance Pennsylvania's digital and energy infrastructure, aiming to catalyze an additional $60 billion investment in the state [5]
AmTrust, Blackstone partner for MGA spin-off
Yahoo Finance· 2025-09-16 08:59
Core Viewpoint - AmTrust Financial Services is collaborating with Blackstone Credit & Insurance to spin off certain managing general agencies (MGAs) and fee businesses into a new independent entity, while maintaining a ten-year capacity agreement for underwriting existing business [1][3]. Group 1: Spin-off Details - The spin-off will include seven subsidiaries: Abacus, AmTrust Nordic, ANV, Arc Legal, Collegiate, Qualis, and Risico, which provide various risk and insurance coverages [2]. - The new company is expected to employ over 700 individuals and will be led by Adam Karkowsky as chairman and CEO [2][4]. Group 2: Leadership and Management - Adam Karkowsky will be supported by Joseph Brecher as chief financial officer and Jacob Decter as chief operating officer in the new company's executive leadership [3][4]. - AmTrust chairman and CEO Barry Zyskind expressed confidence in the leadership team to drive the new company towards success [3]. Group 3: Future Operations - The transaction is anticipated to conclude by the end of 2025, subject to customary closing conditions and regulatory approvals [4]. - Post-transaction, AmTrust will continue its operations as a multinational insurance company with approximately 6,000 employees [4].
X @外汇交易员
外汇交易员· 2025-09-16 06:25
#行情 目前沃尔玛 $WMT 与黑石 $BX 夜盘涨1.1%。外汇交易员 (@myfxtrader):#行情 甲骨文 $ORCL 夜盘涨3%。 ...