格隆汇8月5日｜Jefferies的一位策略师称，美联储或将触发一轮股市格局的转变，使较小盘股的表现优 于超大盘科技股。Jefferies的股票研究产品管理高级副总裁Andrew Greenebaum表示，自1990年以来的数 据显示，当美联储降息时，标普500等权重指数的表现优于传统的市值加权基准指数。该公司整理的数 据显示，在过去四个降息周期中，等权重指数在一年期表现上领先传统标普500指数0.6%，两年期领先 约4%，四年期平均领先12.5%。Greenebaum在致客户的报告中写道，这一次美联储接近于下调基准利 率之际，"拥挤的交易"推动科技股在指数中所占权重达到纪录。 ...

The Federal Reserve could be poised to trigger a stock-market regime change that sees smaller companies perform better than megacap tech, according to a strategist at Jefferies https://t.co/KNuuKSQBJf ...

Group 1 - Blackstone expressed deep sorrow over the passing of Wesley LePatner, highlighting her talent, passion, and respect within the company and beyond [2] - Wesley LePatner was the Global Head of Real Estate and CEO of Blackstone Real Estate Income Trust (BREIT), and a member of the Real Estate Investment Committee [2] - LePatner graduated from Yale University and had over ten years of experience at Goldman Sachs before joining Blackstone in 2014 [2] Group 2 - A shooting incident occurred on July 28 at 345 Park Avenue, the global headquarters of Blackstone, resulting in at least five deaths and six injuries [4][8] - The shooter, Shane Tamura, was a 27-year-old resident of Las Vegas, who began shooting upon entering the building [6][8] - Following the incident, Blackstone's office is expected to remain closed for at least a week, with a company-wide online meeting planned to communicate with employees [10][12] Group 3 - The shooting also affected other institutions in the vicinity, including the NFL headquarters and various financial firms, leading to significant area closures [14] - The shooter had a history of mental health issues and was reportedly targeting the NFL headquarters but mistakenly went to the wrong floor [16][20]

Group 1 - Blackstone expressed deep sorrow over the passing of Wesley LePatner, highlighting her talent, passion, and respect both within and outside the company [2] - Wesley LePatner was the Global Head of Real Estate and CEO of Blackstone Real Estate Income Trust (BREIT), and a member of the Real Estate Investment Committee [2] - Prior to joining Blackstone in 2014, LePatner worked at Goldman Sachs for over ten years, serving as Managing Director in the Real Estate Investment Group [2] Group 2 - A shooting incident occurred on July 28 at Blackstone's global headquarters in Manhattan, resulting in at least five deaths, including the shooter, and six injuries [4][7] - The shooter, Shane Tamura, entered the building and began shooting, first killing a police officer and then targeting others before taking his own life [5][7] - Following the incident, Blackstone's office is expected to remain closed for at least a week, with company leadership describing the day as one of the worst in the firm's 40-year history [11] Group 3 - The shooter reportedly intended to target the NFL headquarters but mistakenly went to the wrong floor, where he continued the attack [16][18] - The incident has led to significant disruptions in the surrounding financial district, affecting various institutions including Citadel and Jefferies [13]

黑石女高管身亡，总部办公室未来一周关闭 中国基金报记者 安曼 刚刚，消息传来，黑石高管韦斯利·莱帕特纳（Wesley LePatner）在周一的枪击事件中身亡。 黑石在一份声明中表示，对韦斯利·莱帕特纳的离世感到痛心。 公开资料显示，韦斯利·莱帕特纳是黑石集团核心房地产全球主管及黑石房地产收入信托基金（BREIT）首席执行官。她同时担任黑石房地产投资委员会 成员。此前，她曾担任核心+业务及BREIT的首席运营官。 他进入大楼后立即开始向大厅扫射，首先开枪击毙了纽约警察局警官迪达鲁尔·伊斯兰，随后射击了一名躲在柱子后面的女子和一名躲在桌子后面的保 安。 枪手随后乘电梯上到33层的鲁丁房地产管理公司，在那里又射杀了1人，随后朝胸部开枪自尽。 蒂施还透露道，枪手田村有精神病史，但调查人员并不确定他为何选择袭击公园大道345号办公楼。 黑石办公室未来一周关闭 2014年加入黑石前，勒帕特纳女士在高盛工作超过十年，离职前为资产管理部房地产投资组董事总经理。 枪击中有5人死亡 今日早间，美国的金融中枢纽约曼哈顿岛，又一次因为枪击案引发全球关注。 据新华网等媒体报道，7月28日晚，一名枪手携带步枪进入公园大道345号大楼进 ...

【导读】黑石女高管身亡，总部办公室未来一周关闭 刚刚，消息传来，黑石高管韦斯利·莱帕特纳（Wesley LePatner）在周一的枪击事件中身亡。 据新华网（603888）等媒体报道，7月28日晚，一名枪手携带步枪进入公园大道345号大楼进行了一系列袭击，造成包括枪手在内的5人死亡，并有多人受 伤。而这栋办公楼，正是知名投资公司黑石集团的全球总部。 纽约市警察局局长杰西卡·蒂施在新闻通气会上介绍称，枪手是一名27岁的拉斯维加斯居民沙恩·田村（Shane Tamura）。 他进入大楼后立即开始向大厅扫射，首先开枪击毙了纽约警察局警官迪达鲁尔·伊斯兰，随后射击了一名躲在柱子后面的女子和一名躲在桌子后面的保 安。 黑石在一份声明中表示，对韦斯利·莱帕特纳的离世感到痛心。 公开资料显示，韦斯利·莱帕特纳是黑石集团核心房地产全球主管及黑石房地产收入信托基金（BREIT）首席执行官。她同时担任黑石房地产投资委员会 成员。此前，她曾担任核心+业务及BREIT的首席运营官。 2014年加入黑石前，勒帕特纳女士在高盛工作超过十年，离职前为资产管理部房地产投资组董事总经理。 枪击中有5人死亡 今日早间，美国的金融中枢纽约曼哈顿岛 ...

【导读】黑石女高管身亡，总部办公室未来一周关闭 刚刚，消息传来，黑石高管韦斯利·莱帕特纳（Wesley LePatner）在周一的枪击事件中身亡。 2014年加入黑石前，勒帕特纳女士在高盛工作超过十年，离职前为资产管理部房地产投资组董事总经理。 枪击中有5人死亡 今日早间，美国的金融中枢纽约曼哈顿岛，又一次因为枪击案引发全球关注。 纽约市警察局局长杰西卡·蒂施在新闻通气会上介绍称，枪手是一名27岁的拉斯维加斯居民沙恩·田村（Shane Tamura）。 黑石在一份声明中表示，对韦斯利·莱帕特纳的离世感到痛心。 公开资料显示，韦斯利·莱帕特纳是黑石集团核心房地产全球主管及黑石房地产收入信托基金（BREIT）首席执行官。她同时担任黑石房地产投资委员会 成员。此前，她曾担任核心+业务及BREIT的首席运营官。 （美国广播公司在报道该枪击案时称，监控摄像头捕捉到枪手出现在大楼外的画面） 据新华网等媒体报道，7月28日晚，一名枪手携带步枪进入公园大道345号大楼进行了一系列袭击，造成包括枪手在内的5人死亡，并有多人受伤。而这栋 办公楼，正是知名投资公司黑石集团的全球总部。 知情人士透露，黑石集团的办公室将于周二关闭，预 ...

Group 1 - The shooting incident occurred at 345 Park Avenue, the global headquarters of Blackstone Group, affecting multiple financial institutions located in the same building, including the NFL headquarters and KPMG [1][3] - The shooter, Shane Tamura, entered the building with an AR-15 rifle and began shooting, resulting in five deaths, including himself, and multiple injuries [4][12] - Following the incident, significant areas of Midtown Manhattan were closed, impacting firms such as Citadel and Jefferies, as the number of major financial companies in Park Avenue has surpassed those on Wall Street [3][12] Group 2 - Blackstone Group's office is expected to remain closed for at least a week, with the company's leadership expressing the event as "unimaginable" and the "worst day in the company's history" [12][13] - An NFL employee was among the injured, with the NFL president advising employees to work remotely and offering the option to take a day off [13] - The motive behind the attack remains unclear, with police investigating the shooter's background, which includes a history of mental health issues [13]

Market Trends - Large cap growth stocks' rally is expected to gain further momentum, potentially driving US equities to new record highs [1] Analyst Opinion - Jefferies anticipates additional catalysts for the continued rise of large cap growth stocks [1]

Core Viewpoint - Tesla is facing significant challenges with declining vehicle sales, thinning profits, and potential loss of revenue from regulatory credits due to policy changes, leading to a negative investor sentiment [1][2]. Sales Performance - Automotive sales for Tesla declined by 16% year-over-year in the second quarter, with particularly weak sales in Europe and California [3]. - The company anticipates "a few rough quarters" ahead due to expiring EV credits and tariffs imposed by the Trump administration [3]. Stock Performance - Tesla's stock fell 8% in one day and has decreased by 22% year-to-date, marking the worst performance among major tech companies [4]. - Despite a slight recovery of 3.5% on the following day, the overall trend remains negative compared to the Nasdaq, which rose by 1% for the week and over 9% in 2025 [4]. Analyst Sentiment - Analysts from Canaccord Genuity expressed optimism about Tesla's long-term potential with robotaxis but emphasized the need for improved profit and loss dynamics in the short term [4]. - Jefferies described the latest earnings update as "a bit dull," while Goldman Sachs noted that Tesla's robotaxi initiative is still in its early stages with limited data [4].