美股异动|KKR股价连跌两日触及新低市场忧虑加剧
Xin Lang Cai Jing·2025-10-10 23:00

Group 1 - KKR's stock price experienced a significant decline of 5.03% on October 10, marking a total drop of 5.54% over two days, reaching its lowest point since May 2025 [1] - Global Infrastructure Partners (GIP) is considering acquiring Aligned Data Centers, which could set a new record for global mergers and acquisitions in 2023, highlighting ongoing interest in AI infrastructure [1] - Aligned Data Centers has established a strong presence in U.S. tech hubs and South America, recently securing $12 billion in financing to support its expansion plans [1] Group 2 - KKR, along with other asset management firms like Blackstone and DigitalBridge, is actively entering the AI and data center market, although profitability remains uncertain [2] - KKR announced plans to acquire a stake in Gulf Data Hub for $5 billion, raising market concerns about this investment strategy [2] - Deutsche Bank lowered KKR's target price from $155 to $145 while maintaining a buy rating, indicating cautious market sentiment regarding KKR's future performance [2]

美股异动|KKR股价连跌两日触及新低市场忧虑加剧 - Reportify