美股异动 | Elliott建仓逾15亿美元，慧与科技股价应声上涨
激进投资机构Elliott Investment Management已建立对慧与科技(HPE.US)超过15亿美元的持股仓位，消息传出后，慧与科技股价应声上涨。知情人士表示，Elliott希望与慧与科技展开对话，探讨如何提升股东价值。
慧与科技是一家专注于数据中心设备的制造商，近来股价表现不佳，今年以来已累计下跌超过四分之一。公司上月公布的季度营收超出市场预期，但全年业绩指引疲弱。慧与科技当时指出，由于面临更高的折扣压力和预期的价格调整，公司营收增长将受到抑制。
Elliott在推动全球大型企业改革方面具有长期声誉，曾对赛富时(CRM.US)、美国西南航空(LUV.US)以及星巴克(SBUX.US)等公司施压，推动其进行结构性变革。
值得注意的是，慧与科技目前正寻求以140亿美元收购网络设备制造商瞻博网络(JNPR.US)，但该交易今年早些时候遭到美国司法部起诉阻止，交易前景不确定。
随着Elliott大举介入，市场关注焦点将聚集在其是否能推动慧与科技战略调整，提振投资者信心。
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