<p>私人債務市場可能會引發 contagion。Blue Owl Capital (OWL) 結束了讓股東退出其一項私人基金的計劃。</p>
<p>Blue Owl 之前計劃合併其兩個債務基金。這將把一個價值 17 億美元的小型私人基金與一個擁有 171 億美元資金的大型公共基金合併。</p>
<p>Blue Owl 從事人工智能基礎設施開發業務。它希望通過合併來降低管理成本。不幸的是，完成交易將需要私人基金投資者承受 20% 的未實現損失。</p>
<p>投資者應對 OWL 股票保持警惕。同樣，Apollo Global (APO) 和 Blackstone (BX) 也不受歡迎。</p>
<p>在內存芯片領域，注意美光科技 (MU)。股價下跌 10.87%，收於 201.37 美元，50 日簡單移動平均線處有支撐。芯片行業表現不佳。AMD、英特爾 (INTC)、英偉達 (NVDA)、應用材料 (AMAT)、Lam Research (LRCX) 和 Arista (ANET) 都下跌了。</p>
<p>Bath &amp; Body Works (BBWI) 週四下跌 24.81%。該公司將疲軟的前景歸咎於宏觀消費阻力。它將淨銷售增長從 1.5% 至 2.7% 下調至低個位數百分比。</p>
<p>中央銀行不需要降息來幫助消費者。它需要政府降低或取消關税。像 Tracktor Supply (TSCO) 和 Ulta Beauty (ULTA) 這樣的專業零售公司與 BBWI 股票一樣處於下行趨勢。</p>

OBDE

美光科技

OBDC

<p>Blue Owl Capital 取消了合併兩個債務基金的計劃，這引發了對私人基金投資者 20% 未實現損失的擔憂。投資者被建議對 OWL、APO 和 BX 股票保持謹慎。美光科技的股票下跌了 10.87%，對芯片行業產生了影響。由於宏觀經濟挑戰，Bath & Body Works 下調了銷售增長預測，影響了像 TSCO 和 ULTA 這樣的專業零售股票</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>私人債務市場可能會引發 contagion。Blue Owl Capital (OWL) 結束了讓股東退出其一項私人基金的計劃。</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 之前計劃合併其兩個債務基金。這將把一個價值 17 億美元的小型私人基金與一個擁有 171 億美元資金的大型公共基金合併。</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 從事人工智能基礎設施開發業務。它希望通過合併來降低管理成本。不幸的是，完成交易將需要私人基金投資者承受 20% 的未實現損失。</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>投資者應對 OWL 股票保持警惕。同樣，Apollo Global (APO) 和 Blackstone (BX) 也不受歡迎。</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>在內存芯片領域，注意美光科技 (MU)。股價下跌 10.87%，收於 201.37 美元，50 日簡單移動平均線處有支撐。芯片行業表現不佳。AMD、英特爾 (INTC)、英偉達 (NVDA)、應用材料 (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) 週四下跌 24.81%。該公司將疲軟的前景歸咎於宏觀消費阻力。它將淨銷售增長從 1.5% 至 2.7% 下調至低個位數百分比。</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>中央銀行不需要降息來幫助消費者。它需要政府降低或取消關税。像 Tracktor Supply (TSCO) 和 Ulta Beauty (ULTA) 這樣的專業零售公司與 BBWI 股票一樣處於下行趨勢。</p>
</div>

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

- Blue Owl Capital 取消了讓股東退出私募基金的計劃。  
- Apollo Global 和 Blackstone 也面臨市場不利。  
- Bath & Body Works 預計銷售增長下調，股價下跌 24.81%。  

投資者警報：警惕 Blue Owl Capital、美光科技等