异动解读|阿波罗全球管理盘中上涨3.85%,英伟达5000亿AI融资平台持续催化另类资管板块

行情直击
Aug 14

8月13日,阿波罗全球管理盘中上涨3.85%,报143.955美元/股,成交额2.81亿美元。

消息面上,英伟达近日宣布联合阿波罗、贝莱德、黑石、博枫、高盛及KKR组建AI算力基础设施融资平台,拟调动超5000亿美元第三方资本,将AI算力打造为可投资资产类别。市场将这一安排解读为对私募信贷和另类投资的直接利好,庞大的资金管道意味着管理费收入的长期增长前景,另类资管巨头持续获得资金追捧。

此外,阿波罗近期与纽约洋基母公司达成26亿美元融资协议,并新聘AI行业主管深耕芯片领域,战略布局加速。基本面方面,公司二季度总营收111.5亿美元,同比增长63.7%,远超市场预期,多重利好叠加推动股价走强。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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