<p>私人债务市场可能会引发 contagion。Blue Owl Capital (OWL) 结束了让股东退出其一项私人基金的计划。</p>
<p>Blue Owl 之前计划合并其两个债务基金。这将把一个价值 17 亿美元的小型私人基金与一个拥有 171 亿美元资金的大型公共基金合并。</p>
<p>Blue Owl 从事人工智能基础设施开发业务。它希望通过合并来降低管理成本。不幸的是，完成交易将需要私人基金投资者承受 20% 的未实现损失。</p>
<p>投资者应对 OWL 股票保持警惕。同样，Apollo Global (APO) 和 Blackstone (BX) 也不受欢迎。</p>
<p>在内存芯片领域，注意美光科技 (MU)。股价下跌 10.87%，收于 201.37 美元，50 日简单移动平均线处有支撑。芯片行业表现不佳。AMD、英特尔 (INTC)、英伟达 (NVDA)、应用材料 (AMAT)、Lam Research (LRCX) 和 Arista (ANET) 都下跌了。</p>
<p>Bath &amp; Body Works (BBWI) 周四下跌 24.81%。该公司将疲软的前景归咎于宏观消费阻力。它将净销售增长从 1.5% 至 2.7% 下调至低个位数百分比。</p>
<p>中央银行不需要降息来帮助消费者。它需要政府降低或取消关税。像 Tracktor Supply (TSCO) 和 Ulta Beauty (ULTA) 这样的专业零售公司与 BBWI 股票一样处于下行趋势。</p>

OBDE

美光科技

OBDC

<p>Blue Owl Capital 取消了合并两个债务基金的计划，这引发了对私人基金投资者 20% 未实现损失的担忧。投资者被建议对 OWL、APO 和 BX 股票保持谨慎。美光科技的股票下跌了 10.87%，对芯片行业产生了影响。由于宏观经济挑战，Bath & Body Works 下调了销售增长预测，影响了像 TSCO 和 ULTA 这样的专业零售股票</p>

<p>The private debt market might start a contagion. Blue Owl Capital (OWL) ended its plans to let shareholders exit one of its private funds.</p>
<div class="lb-trans"><p>私人债务市场可能会引发 contagion。Blue Owl Capital (OWL) 结束了让股东退出其一项私人基金的计划。</p>
</div><p>Blue Owl previously planned to merge two of its debt funds. That would have merged a smaller private fund worth $1.7 billion with a bigger, public one with $17.1 billion in funds.</p>
<div class="lb-trans"><p>Blue Owl 之前计划合并其两个债务基金。这将把一个价值 17 亿美元的小型私人基金与一个拥有 171 亿美元资金的大型公共基金合并。</p>
</div><p>Blue Owl is in the AI infrastructure development business. It wanted the merger to cut administration costs. Unfortunately, completing the deal would require a 20% unrealized loss for private fund investors.</p>
<div class="lb-trans"><p>Blue Owl 从事人工智能基础设施开发业务。它希望通过合并来降低管理成本。不幸的是，完成交易将需要私人基金投资者承受 20% 的未实现损失。</p>
</div><p>Investors should be wary of OWL stock. Similarly, Apollo Global (APO) and Blackstone (BX) are out of favor.</p>
<div class="lb-trans"><p>投资者应对 OWL 股票保持警惕。同样，Apollo Global (APO) 和 Blackstone (BX) 也不受欢迎。</p>
</div><p>In the memory chip space, watch out for Micron (MU). Shares closed down by 10.87% to close at $201.37, where it has support at the 50-day simple moving average. The chip sector had a bad day. AMD, Intel (INTC), Nvidia (NVDA), Applied Materials (AMAT), Lam Research (LRCX), and Arista (ANET) all dropped.</p>
<div class="lb-trans"><p>在内存芯片领域，注意美光科技 (MU)。股价下跌 10.87%，收于 201.37 美元，50 日简单移动平均线处有支撑。芯片行业表现不佳。AMD、英特尔 (INTC)、英伟达 (NVDA)、应用材料 (AMAT)、Lam Research (LRCX) 和 Arista (ANET) 都下跌了。</p>
</div><p>Bath &amp; Body Works (BBWI) lost 24.81% on Thursday. The firm blamed macro consumer headwinds for the weak outlook. It cut its net sales growth of 1.5% to 2.7% down to the low single-digit percentage.</p>
<div class="lb-trans"><p>Bath &amp; Body Works (BBWI) 周四下跌 24.81%。该公司将疲软的前景归咎于宏观消费阻力。它将净销售增长从 1.5% 至 2.7% 下调至低个位数百分比。</p>
</div><p>The central bank does not need to cut rates to help consumers. It needs the government to lower or take down tariffs. Specialty retail firms like Tracktor Supply (TSCO) and Ulta Beauty (ULTA) are in a downtrend like BBWI stock.</p>
<div class="lb-trans"><p>中央银行不需要降息来帮助消费者。它需要政府降低或取消关税。像 Tracktor Supply (TSCO) 和 Ulta Beauty (ULTA) 这样的专业零售公司与 BBWI 股票一样处于下行趋势。</p>
</div>

Investor Alert: Be Wary of Blue Owl, Micron, and More

- Blue Owl Capital 取消了让股东退出私募基金的计划。  
- Apollo Global 和 Blackstone 也面临市场不利。  
- Bath & Body Works 预计销售增长下调，股价下跌 24.81%。  

投资者警报：警惕 Blue Owl Capital、美光科技等