贝莱德“买下”英国！全球最大资管“扫货”英国股票、债券乃至基建

华尔街见闻2025-04-28

贝莱德开启英国资产抄底行动，CEO称英国市场严重低估，特别是银行等板块。据媒体报道，在英国首相斯塔默强调对经济增长的重视后，全球最大资产管理公司——贝莱德的首席执行官Larry Fink确认，该公司已在全面增持英国资产。Fink在采访中表示：“我们现在战术性地将更多资本重新配置到英国，因为我们相信，在短期内，新政府正在努力解决一些棘手问题……我认为首相正在明确表达我们需要做什么。”值得注意的是，...

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The world's largest asset management \"sweeps goods\" in British stocks, bonds and even infrastructure","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BLK":1},"content_text":"贝莱德开启英国资产抄底行动，CEO称英国市场严重低估，特别是银行等板块。据媒体报道，在英国首相斯塔默强调对经济增长的重视后，全球最大资产管理公司——贝莱德的首席执行官Larry Fink确认，该公司已在全面增持英国资产。Fink在采访中表示：“我们现在战术性地将更多资本重新配置到英国，因为我们相信，在短期内，新政府正在努力解决一些棘手问题……我认为首相正在明确表达我们需要做什么。”值得注意的是，Fink明确表示他对英国的投资前景比去年此时（苏纳克担任首相时期）更有信心：“我现在对英国经济的信心比一年前更强。”Fink看好政府增长计划作为管理着11.6万亿美元资产的全球最大投资公司，贝莱德的投资动向常常被视为市场风向标。该公司代表养老基金、零售客户和主权财富基金管理资产，其在英国的资产约为5700亿英镑，包括股票、债券和诸如盖特威克机场等基础设施。72岁的Fink将当前欧洲（包括英国）经济政策形容为一个“投降时刻”，即各国政府终于认识到其问题如此严重，以至于必须改变路径，更加注重经济增长。Fink表示：“这让我产生共鸣，英国和欧洲有许多基本面强劲的特质，但它们被过度监管和过多控制所窒息。”他特别提到英国竞争与市场管理局（CMA）决策速度的提高，将其视为白厅更加支持增长的政策议程的例证：“我不知道是什么改变了它，但这是一个好的变化。”Fink还特别指出英国资产被严重低估，尤其是银行体系，指出银行股如NatWest和Lloyds的估值反弹：“太多英国股票的折扣太深，特别是银行系统。看看NatWest和劳埃德银行(Lloyds)估值的反弹和它们的股价如何上涨的。”尽管存在短期政策挑战，许多英国商界领袖对提高雇主国民保险支付等问题持批评态度，但Fink承认，英国的大局看起来更加乐观。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.4","shortVersion":"4.42.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2530041464","isCrawlerRequest":true}