焦点个股：康卡斯特、Rocket Lab、Palantir Technologies、威瑞森通讯

投资观察06-29

康卡斯特 (CMCSA) 宣布了一项重大重组计划，将通过免税分拆的方式剥离旗下NBC环球和天空广播公司，从而将集团一分为二。此消息推动其股价在盘前交易时段应声上涨。

Rocket Lab USA (RKLB) 与铱星通讯 (IRDM) 达成了一项现金加股票的交易协议。通过这笔收购，Rocket Lab将掌控一支卫星舰队，并获得关键的无线资源，从而有望增强其与SpaceX等竞争对手抗衡的实力。市场对此反应积极，Rocket Lab股价盘前跃升约10%，而铱星通讯的股价更是飙升近22%。

英美烟草 (BATS) 宣布了大规模裁员计划，拟削减5,500个岗位并将另外3,500个职位外包。这一成本削减举措导致这家登喜路香烟制造商的伦敦上市股价下跌超过1%。

Palantir Technologies (PLTR) 的股价在盘前交易中走高，进一步从因市场对人工智能热潮可持续性的担忧而引发的连日下跌中恢复。其他与人工智能概念紧密相关的股票，如英伟达 (NVDA) 和英特尔 (INTC)，也在盘前录得涨幅。

三星电子 (005930) 和SK海力士 (000660) 这两家韩国芯片制造商的股价当日收盘走低，但在它们承诺将在韩国进行大规模新投资以建设芯片生产设施后，股价收复了部分失地。

威瑞森通讯 (VZ) 方面传来合作消息，伦敦上市的电信运营商英国电信 (BT) 表示，将与美国电信供应商威瑞森成立一家合资企业。

法国制药商益普生 (IPN) 宣布，已同意收购处于临床阶段的美国生物制药公司Kartos Therapeutics，以扩充其癌症药物研发管线。该消息推动其股价上涨。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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