11月6日,金融资产管理巨头黑石集团(BX)周一盘前大涨7.75%,主因特朗普当选美国总统后,市场预期其政策将带来行业利好。
特朗普将自己定位为亲商候选人,有望放松对并购的监管和反垄断压力,以及降低资本利得税,这将直接令资产管理公司受益。来自金融数据公司Mergermarket的分析认为,"2025年可能是并购的爆发年,尤其在受资本利得税或监管影响较大的行业"。
与此同时,据彭博社报道,私募基金贝恩、阿波罗和布鲁克菲尔德正盯上了黑石旗下的工人住房公司Avery Lodge,可见投资者对黑石资产组合的青睐和看好。除黑石外,其他知名资产管理公司KKR和贝莱德的股价也均有8%和4%的大幅上涨。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.