{"id":273,"date":"2026-05-04T19:40:04","date_gmt":"2026-05-04T11:40:04","guid":{"rendered":"https:\/\/sammywu.me\/?p=273"},"modified":"2026-05-04T19:40:04","modified_gmt":"2026-05-04T11:40:04","slug":"%e6%96%b0%e9%97%bb%c2%b7%e7%b2%be%e9%80%89%e7%ae%80%e6%8a%a5-2026-05-04-7","status":"publish","type":"post","link":"https:\/\/sammywu.me\/?p=273","title":{"rendered":"\u65b0\u95fb\u00b7\u7cbe\u9009\u7b80\u62a5 (2026-05-04)"},"content":{"rendered":"<p>## \u65b0\u95fb\u00b7\u7cbe\u9009\u7b80\u62a5<\/p>\n<p>* **\u9ed1\u77f3\u96c6\u56e2\u65d7\u4e0b\u6570\u636e\u4e2d\u5fc3 REIT \u62df\u901a\u8fc7 IPO \u52df\u8d44 17.5 \u4ebf\u7f8e\u5143**<br \/>\n    > \u7ec6\u8282\uff1a\u5168\u7403\u8d44\u4ea7\u7ba1\u7406\u5de8\u5934\u9ed1\u77f3\u96c6\u56e2\uff08Blackstone\uff09\u65d7\u4e0b\u7684\u6570\u636e\u4e2d\u5fc3\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258\u57fa\u91d1\uff08REIT\uff09\u6b63\u5bfb\u6c42\u5728\u7f8e\u4e0a\u5e02\uff0c\u62df\u52df\u8d44 17.5 \u4ebf\u7f8e\u5143\u3002\u6b64\u4e3e\u65e8\u5728\u5229\u7528\u4eba\u5de5\u667a\u80fd\u70ed\u6f6e\u5bf9\u9ad8\u6027\u80fd\u6570\u636e\u4e2d\u5fc3\u57fa\u7840\u8bbe\u65bd\u65e5\u76ca\u589e\u957f\u7684\u9700\u6c42\u3002<\/p>\n<p>* **\u5fb7\u56fd\u62c5\u5fe7\u7f8e\u56fd\u94be\u80a5\u4f9b\u5e94\u6613\u53d7\u5730\u7f18\u653f\u6cbb\u6324\u538b**<br \/>\n    > \u7ec6\u8282\uff1a\u7531\u4e8e\u5730\u7f18\u653f\u6cbb\u6ce2\u52a8\uff0c\u5fb7\u56fd\u653f\u5e9c\u5bf9\u4f9d\u8d56\u7f8e\u56fd\u94be\u80a5\u4f9b\u5e94\u7684\u5b89\u5168\u6027\u8868\u793a\u62c5\u5fe7\uff0c\u8ba4\u4e3a\u5176\u519c\u4e1a\u53ca\u5de5\u4e1a\u4f9b\u5e94\u94fe\u5728\u8d38\u6613\u7d27\u5f20\u5c40\u52bf\u4e0b\u5b58\u5728\u88ab\u4e2d\u65ad\u7684\u8106\u5f31\u6027\uff0c\u6b63\u5bfb\u6c42\u591a\u5143\u5316\u4f9b\u5e94\u9014\u5f84\u3002<\/p>\n<p>* **\u53f0\u6e7e\u5730\u533a\u9886\u5bfc\u4eba\u8d56\u6e05\u5fb7\u975e\u6d32\u4e4b\u884c\u9762\u4e34\u5f52\u9014\u6311\u6218**<br \/>\n    > \u7ec6\u8282\uff1a\u8d56\u6e05\u5fb7\u8fd1\u671f\u65e0\u89c6\u4e2d\u56fd\u5927\u9646\u7684\u53cd\u5bf9\u6267\u610f\u51fa\u8bbf\u975e\u6d32\u56fd\u5bb6\u3002\u5206\u6790\u8ba4\u4e3a\uff0c\u76ee\u524d\u8be5\u51fa\u8bbf\u884c\u7a0b\u5f15\u53d1\u7684\u5730\u7f18\u653f\u6cbb\u8fde\u9501\u53cd\u5e94\u4f7f\u5176\u540e\u7eed\u7684\u8fd4\u7a0b\u5b89\u5168\u4e0e\u533a\u57df\u5916\u4ea4\u5173\u7cfb\u8fdb\u5165\u9ad8\u5ea6\u654f\u611f\u671f\u3002<\/p>\n<p>* **\u7f8e\u80a1\u671f\u8d27\u56e0\u4e2d\u4e1c\u7d27\u5f20\u5c40\u52bf\u5347\u7ea7\u800c\u8d70\u4f4e**<br \/>\n    > \u7ec6\u8282\uff1a\u53d7\u4e2d\u4e1c\u5730\u7f18\u653f\u6cbb\u6469\u64e6\u52a0\u5267\u5f71\u54cd\uff0c\u907f\u9669\u60c5\u7eea\u62ac\u5934\uff0c\u7f8e\u80a1\u671f\u8d27\u8868\u73b0\u75b2\u8f6f\u3002\u5e02\u573a\u62c5\u5fc3\u51b2\u7a81\u6269\u5927\u53ef\u80fd\u63a8\u9ad8\u80fd\u6e90\u4ef7\u683c\u5e76\u51b2\u51fb\u5168\u7403\u4f9b\u5e94\u94fe\u3002<\/p>\n<p>* **RBC BlueBay \u63a8\u51fa\u516c\u503a\u57fa\u91d1\uff0c\u5e94\u5bf9\u96f6\u552e\u6295\u8d44\u8005\u9003\u79bb\u79c1\u4eba\u4fe1\u8d37**<br \/>\n    > \u7ec6\u8282\uff1a\u968f\u7740\u6563\u6237\u6295\u8d44\u8005\u5bf9\u79c1\u4eba\u4fe1\u8d37\u8d44\u4ea7\u7c7b\u522b\u7684\u907f\u9669\u60c5\u7eea\u4e0a\u5347\uff0cRBC BlueBay \u53ca\u65f6\u63a8\u51fa\u4e86\u65b0\u7684\u516c\u503a\u57fa\u91d1\uff0c\u65e8\u5728\u5438\u5f15\u5bfb\u6c42\u8d44\u4ea7\u6d41\u52a8\u6027\u548c\u98ce\u9669\u6ea2\u4ef7\u5e73\u8861\u7684\u907f\u9669\u8d44\u91d1\u3002<\/p>\n<p>* **\u52a0\u62ff\u5927\u77f3\u6cb9\u516c\u53f8\u8bd5\u56fe\u5e9f\u9664\u4e0e\u65b0\u7ba1\u9053\u6302\u94a9\u7684\u78b3\u7a0e**<br \/>\n    > \u7ec6\u8282\uff1a\u52a0\u62ff\u5927\u80fd\u6e90\u884c\u4e1a\u5de8\u5934\u6b63\u5411\u653f\u5e9c\u65bd\u538b\uff0c\u8981\u6c42\u53d6\u6d88\u9488\u5bf9\u65b0\u5efa\u8f93\u6cb9\u7ba1\u9053\u9879\u76ee\u7684\u78b3\u7a0e\uff0c\u7406\u7531\u662f\u9ad8\u6602\u7684\u7a0e\u52a1\u6210\u672c\u524a\u5f31\u4e86\u8be5\u56fd\u5728\u5168\u7403\u80fd\u6e90\u5e02\u573a\u7684\u7ade\u4e89\u529b\u3002<\/p>\n<p>* **\u5730\u70ed\u80fd\u5f00\u53d1\u5546 Fervo \u5bfb\u6c42 13.3 \u4ebf\u7f8e\u5143\u7f8e\u80a1 IPO**<br \/>\n    > \u7ec6\u8282\uff1a\u4f5c\u4e3a\u65b0\u5174\u53ef\u518d\u751f\u80fd\u6e90\u9886\u57df\u7684\u4ee3\u8868\uff0c\u5730\u70ed\u80fd\u5f00\u53d1\u5546 Fervo Energy \u5df2\u542f\u52a8\u4e0a\u5e02\u7a0b\u5e8f\uff0c\u62df\u52df\u8d44 13.3 \u4ebf\u7f8e\u5143\uff0c\u663e\u793a\u51fa\u8d44\u672c\u5e02\u573a\u5bf9\u6e05\u6d01\u80fd\u6e90\u57fa\u7840\u67b6\u6784\u7684\u6295\u8d44\u70ed\u60c5\u3002<\/p>\n<p>* **Nordea \u94f6\u884c\u90e8\u95e8\u56e0\u6d89\u5acc\u6d17\u94b1\u906d\u4e39\u9ea6\u76d1\u7ba1\u90e8\u95e8\u8c03\u67e5**<br \/>\n    > \u7ec6\u8282\uff1a\u5317\u6b27\u94f6\u884c\uff08Nordea\uff09\u65d7\u4e0b\u67d0\u90e8\u95e8\u76ee\u524d\u6b63\u9762\u4e34\u4e39\u9ea6\u91d1\u878d\u76d1\u7ba1\u5c40\u7684\u5ba1\u67e5\uff0c\u7406\u7531\u662f\u5176\u53ef\u80fd\u5b58\u5728\u4e25\u91cd\u7684\u8fdd\u53cd\u53cd\u6d17\u94b1\uff08AML\uff09\u5408\u89c4\u5236\u5ea6\u7684\u64cd\u4f5c\uff0c\u6216\u9762\u4e34\u5de8\u989d\u7f5a\u6b3e\u3002<\/p>\n<p>* **\u58a8\u897f\u54e5\u91d1\u878d\u79d1\u6280\u516c\u53f8\u63a8\u5e7f\u53d7\u963b\uff0c\u6570\u767e\u4e07\u5f20\u94f6\u884c\u5361\u88ab\u95f2\u7f6e**<br \/>\n    > \u7ec6\u8282\uff1a\u5c3d\u7ba1\u91d1\u878d\u79d1\u6280\u516c\u53f8\u65a5\u8d44\u6570\u4ebf\u7f8e\u5143\u8bd5\u56fe\u63a8\u52a8\u58a8\u897f\u54e5\u7684\u6570\u5b57\u5316\u652f\u4ed8\u666e\u53ca\uff0c\u4f46\u5f53\u5730\u6df1\u539a\u7684\u201c\u73b0\u91d1\u6587\u5316\u201d\u4f9d\u7136\u7262\u56fa\uff0c\u5bfc\u81f4\u53d1\u51fa\u7684\u6570\u767e\u4e07\u5f20\u94f6\u884c\u5361\u4f7f\u7528\u7387\u6781\u4f4e\u3002<\/p>\n<p>* **\u514d\u75ab\u7cfb\u7edf\u751f\u7269\u79d1\u6280\u516c\u53f8 Odyssey \u5bfb\u6c42 2.38 \u4ebf\u7f8e\u5143\u7f8e\u80a1 IPO**<br \/>\n    > \u7ec6\u8282\uff1a\u4e13\u6ce8\u4e8e\u514d\u75ab\u7cfb\u7edf\u75be\u75c5\u7597\u6cd5\u7684\u751f\u7269\u79d1\u6280\u65b0\u8d35 Odyssey Therapeutics \u5df2\u63d0\u4ea4 IPO \u7533\u8bf7\uff0c\u8ba1\u5212\u52df\u8d44\u7ea6 2.38 \u4ebf\u7f8e\u5143\uff0c\u4ee5\u652f\u6301\u5176\u4e34\u5e8a\u524d\u7814\u53d1\u9879\u76ee\u7684\u5feb\u901f\u63a8\u8fdb\u3002<\/p>\n<p>* **\u8054\u5408\u4fe1\u8d37\u94f6\u884c\uff08UniCredit\uff09\u80a1\u4e1c\u652f\u6301\u53d1\u884c\u65b0\u80a1\u4ee5\u6536\u8d2d\u5fb7\u56fd\u5546\u4e1a\u94f6\u884c**<br \/>\n    > \u7ec6\u8282\uff1aUniCredit \u80a1\u4e1c\u5df2\u6295\u7968\u901a\u8fc7\u589e\u53d1\u80a1\u7968\u7684\u8ba1\u5212\uff0c\u8be5\u4e3e\u63aa\u65e8\u5728\u7b79\u96c6\u8d44\u91d1\u4ee5\u652f\u6491\u5176\u5bf9\u5fb7\u56fd\u5546\u4e1a\u94f6\u884c\uff08Commerzbank\uff09\u7684\u6536\u8d2d\u610f\u56fe\uff0c\u5c3d\u7ba1\u8fd9\u4e00\u6536\u8d2d\u8ba1\u5212\u5728\u5fb7\u56fd\u653f\u754c\u5f15\u53d1\u4e89\u8bae\u3002<\/p>\n<p>* **KKR \u652f\u6301\u7684\u6025\u6551\u533b\u7597\u516c\u53f8 GMR \u5bfb\u6c42 7.98 \u4ebf\u7f8e\u5143\u7f8e\u80a1 IPO**<br \/>\n    > \u7ec6\u8282\uff1a\u5168\u7403\u6700\u5927\u7684\u533b\u7597\u8f6c\u8fd0\u548c\u6025\u6551\u670d\u52a1\u5546\u4e4b\u4e00 Global Medical Response (GMR) \u5df2\u542f\u52a8 IPO \u8fdb\u7a0b\uff0c\u8ba1\u5212\u52df\u96c6\u7ea6 7.98 \u4ebf\u7f8e\u5143\u8d44\u91d1\uff0c\u7528\u4e8e\u4f18\u5316\u8d44\u4ea7\u7ed3\u6784\u53ca\u63d0\u5347\u4e1a\u52a1\u8986\u76d6\u7387\u3002<\/p>\n<p>* **\u533b\u7597\u8bbe\u5907\u5236\u9020\u5546 Mobia \u8ba1\u5212\u901a\u8fc7 IPO \u7b79\u96c6 1.6 \u4ebf\u7f8e\u5143**<br \/>\n    > \u7ec6\u8282\uff1a\u533b\u7597\u5668\u68b0\u65b0\u79c0 Mobia \u5bfb\u6c42\u901a\u8fc7\u5728\u7f8e\u4e0a\u5e02\u52df\u8d44 1.6 \u4ebf\u7f8e\u5143\uff0c\u8d44\u91d1\u5c06\u4e3b\u8981\u6295\u5165\u5230\u6838\u5fc3\u533b\u7597\u5668\u68b0\u4ea7\u54c1\u7684\u6280\u672f\u8fed\u4ee3\u53ca\u5168\u7403\u5316\u5e02\u573a\u6269\u5f20\u4e2d\u3002<\/p>\n<p>* **\u8ff7\u5e7b\u836f\u5165\u4e3b\u6d41\u533b\u5b66\u4f34\u968f\u5de8\u5927\u5408\u89c4\u4e0e\u5b89\u5168\u98ce\u9669**<br \/>\n    > \u7ec6\u8282\uff1a\u5c3d\u7ba1\u8ff7\u5e7b\u836f\u5728\u5fc3\u7406\u6cbb\u7597\u9886\u57df\u7684\u5e94\u7528\u53d7\u5230\u90e8\u5206\u79d1\u7814\u673a\u6784\u8ffd\u6367\uff0c\u4f46\u76d1\u7ba1\u673a\u6784\u8b66\u544a\u79f0\uff0c\u5c06\u5176\u7eb3\u5165\u4e3b\u6d41\u533b\u7597\u4f53\u7cfb\u4ecd\u9762\u4e34\u4e25\u91cd\u7684\u5242\u91cf\u63a7\u5236\u3001\u6ee5\u7528\u503e\u5411\u4ee5\u53ca\u957f\u671f\u5b89\u5168\u6027\u8bc4\u4f30\u98ce\u9669\u3002<\/p>\n<p>* **\u632a\u5a01\u90ae\u8f6e\u5229\u6da6\u964d\u5e45\u521b\u540c\u884c\u4e4b\u6700**<br \/>\n    > \u7ec6\u8282\uff1a\u6700\u65b0\u8d22\u62a5\u663e\u793a\uff0c\u632a\u5a01\u90ae\u8f6e\uff08Norwegian Cruise Line\uff09\u7684\u5e74\u5ea6\u5229\u6da6\u4e0b\u6ed1\u5e45\u5ea6\u663e\u8457\u9ad8\u4e8e\u5609\u5e74\u534e\u90ae\u8f6e\u7b49\u7ade\u4e89\u5bf9\u624b\uff0c\u53cd\u6620\u51fa\u5176\u5728\u6210\u672c\u63a7\u5236\u53ca\u9ad8\u7aef\u5e02\u573a\u5b9a\u4ef7\u4e0a\u7684\u7ed3\u6784\u6027\u56f0\u5883\u3002<\/p>\n<p>* **Lavazza CEO \u81f4\u529b\u6df1\u8015\u7f8e\u4e2d\u5e02\u573a\uff0c\u4ee5\u8ffd\u8d76\u5168\u7403\u5496\u5561\u5de8\u5934**<br \/>\n    > \u7ec6\u8282\uff1a\u610f\u5927\u5229\u5496\u5561\u5de8\u5934 Lavazza \u9996\u5e2d\u6267\u884c\u5b98\u660e\u786e\u8868\u793a\uff0c\u516c\u53f8\u4e0b\u4e00\u6b65\u589e\u957f\u91cd\u70b9\u5c06\u9501\u5b9a\u7f8e\u56fd\u548c\u4e2d\u56fd\u5e02\u573a\uff0c\u4ee5\u671f\u5728\u5168\u7403\u8fde\u9501\u5496\u5561\u7ade\u4e89\u4e2d\u7f29\u77ed\u4e0e\u96c0\u5de2\u3001\u661f\u5df4\u514b\u7684\u5dee\u8ddd\u3002<\/p>\n<p>* **Green Sky Capital \u652f\u6301\u57c3\u53ca\u53ef\u6301\u7eed\u822a\u7a7a\u71c3\u6599\u9879\u76ee**<br \/>\n    > \u7ec6\u8282\uff1a\u4e3a\u54cd\u5e94\u5168\u7403\u822a\u7a7a\u4e1a\u8131\u78b3\u9700\u6c42\uff0cGreen Sky Capital \u5ba3\u5e03\u6ce8\u8d44\u57c3\u53ca\u7684\u4e00\u4e2a\u53ef\u6301\u7eed\u822a\u7a7a\u71c3\u6599\uff08SAF\uff09\u751f\u4ea7\u8bbe\u65bd\uff0c\u65e8\u5728\u52a9\u529b\u8be5\u533a\u57df\u822a\u7a7a\u71c3\u6599\u7684\u7eff\u8272\u8f6c\u578b\u3002<\/p>\n<p>* **Nvidia \u7ade\u4e89\u5bf9\u624b Cerebras \u5bfb\u6c42 35 \u4ebf\u7f8e\u5143\u7f8e\u80a1 IPO**<br \/>\n    > \u7ec6\u8282\uff1aAI \u82af\u7247\u67b6\u6784\u5382\u5546 Cerebras Systems \u5df2\u63d0\u4ea4 IPO \u6587\u4ef6\uff0c\u52df\u8d44\u76ee\u6807\u9ad8\u8fbe 35 \u4ebf\u7f8e\u5143\u3002\u4f5c\u4e3a Nvidia \u7684\u6f5c\u5728\u52b2\u654c\uff0c\u5176\u4e13\u95e8\u9488\u5bf9 AI \u6a21\u578b\u8bad\u7ec3\u8bbe\u8ba1\u7684\u4e13\u7528\u82af\u7247\u5907\u53d7\u5e02\u573a\u5173\u6ce8\u3002<\/p>\n<p>* **\u6b27\u76df\u63d0\u8bae\u5c06\u76ae\u9769\u4ece\u5730\u6807\u6027\u68ee\u6797\u780d\u4f10\u6cd5\u89c4\u4e2d\u5254\u9664**<br \/>\n    > 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