9月3日 - ** 索菲娜（Sofina） SOF.BR 股价上涨3.1%，此前该公司公布 (link) 2026年上半年“强劲”的净资产价值，并披露了其持有的主要私募基金
** 这家比利时投资控股公司报告称，上半年净资产价值上涨6.4%，至115亿欧元($133亿)
** KBC证券表示，这一增长主要得益于Sofina的私募基金投资组合，其规模跃升约22%至60亿欧元，反映出风险投资和增长型合伙基金的强劲表现
** 该券商指出，Sofina首次披露其前十大底层私募基金持仓——包括SpaceX、Anthropic、OpenAI、Databricks和Stripe——“显著提升了对高信心持仓的透明度”
** 该机构指出，SpaceX是Sofina私募基金组合中持仓规模最大的标的
** 鉴于股价较净资产值折价约25%，KBC证券维持“买入”评级和315欧元的目标价
** 计入今日涨幅，该股今年以来累计上涨0.4%
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