美股尾盘加速跳水，三大股指集体收跌，道指跌0.38%报27686.91点，纳指跌1.69%报10782.82点，标普500指数跌0.8%报3333.69点，结束7日连涨；贵金属概念股大跌，全球最大黄金ETF SPDR Gold Trust跌超5%，全球最大白银ETF iShares Silver Trust跌13.6%，巴里克黄金跌逾9%；科技股继续走软，其中苹果跌3%，微软、Facebook跌超2%；受反垄断案获得胜诉影响，高通收涨2.32%。美国参议院共和党领袖麦康奈尔称刺激计划谈判陷入僵局。
乔·拜登（Joe Biden）任命加利福尼亚州参议员卡玛拉·哈里斯（Kamala Harris）为竞选伙伴，并选择他的前民主党主要对手成为大党提名副总统的第一位黑人妇女和亚洲裔第一位妇女。
Airbnb Inc.即将申请上市，此举突显出这家共享住房巨头已从疫情阴霾中逐步走出来，也反映了美国IPO市场的惊人反弹。知情人士说，该公司计划在本月晚些时候向美国证券交易委员会（SEC）提交IPO文件，为今年年底之前的潜在上市奠定基础。知情人士说，摩根士丹利（Morgan Stanley）已被任命领导此次发行，高盛集团（Goldman Sachs Group Inc.）也扮演着关键角色。
软银集团（SoftBank Group）周二公布了120亿美元的季度利润，而该公司上一财年亏损130亿美元。 复苏很大程度上归功于软银愿景基金押注的Uber和Slack等公司估值的上升，在疫情期间，美国科技股飙升时，它们的股价在4月至6月的一个季度上涨。去年报告亏损180亿美元的软银愿景基金，本季度录得28亿美元的投资收益。
高通股价周二上涨逾4％，此前美国上诉法院推翻了联邦贸易委员会（Federal Trade Commission）2019年对全球最大的智能手机调制解调器芯片制造商的反托拉斯诉讼。
总部位于德里的健康和保健品牌Fitspire 在种子轮融资中筹集了22万美元，该轮融资由 Nikhil Parmar和Priyanka Madnani，Founders，EasytoPitch以及Bollywood Singer Sukhbir Singh等投资者牵头。根据该公司发布的一份声明，新资金将用于未来六个月内Fitspire全套产品的全国扩展中。
Till是一个金融科技平台，可帮助租房者足不出户就可付租金，今天宣布已完成由Route 66 Ventures，MetaProp和NextGen Venture Partners牵头的800万美元种子轮融资。
Till的Flexible Rent平台通过创建用户现金流相匹配的自定义付款时间表，使租户成功付款，从而帮助他们成为按时付款人。这项由分析技术驱动的平台于2020年4月推出，预计可将减少50％的驱逐率，从而帮助租户避免惩罚性的滞纳金，从而损害其长期财务健康。由于Flexible Rent可以解决尖锐的问题，该平台已在14个州的170个物业（包括30,000个单位）中推出，并且在其中一些物业中已被多达30％的租户采用。
总部位于美国犹他州盐湖城的全球电子商务业务解决方案提供商 Pattern结束了其5200万美元的第一轮融资。本轮由Ainge Advisory和KSV Global共同领导。
在今年过去的七个月中，有五个月表现为亏损，这使莱曼全球机会基金（Rhenman Global Opportunities Fund）在2020年整体下跌超过21％。
◆ 高盛完成Colony RE优先股交易
高盛从其最新的房地产基金中进行了优先股本投资。该基金（Vintage Real Estate Partners II）于5月份完成了27.5亿美元的募资。这家总部位于纽约的公司已向由Colony Capital子公司Colony Credit Real Estate管理的五项基础投资组合投资了2亿美元。该产品组合包括四项共同投资和一项工业分销设施，租赁给了一家全国杂货连锁店。CLNC可以提取最多2900万美元的额外资金，用于将来分配给投资组合。
◆ 新西兰总理贾辛达·阿登（Jacinda Ardern）表示，在该国102天未报告任何本地消息后，于周二报告了首例案件后，她将推迟大选进程。
◆ U.S. stocks plunged in late trading, the three major stock indexes collectively closed down.
The Dow fell 0.38% to 27,686.91 , the Nasdaq fell 1.69% to 10782.82 , and the S&P 500 index fell 0.8% to 3333.69 , ending its 7-day consecutive rise; The world’s largest gold ETF SPDR Gold Trust fell more than 5%, the world’s largest silver ETF iShares Silver Trust fell 13.6%, Barrick Gold fell more than 9%; technology stocks continued to weaken, of which Apple fell 3%, Microsoft and Facebook fell more than 2%; Affected by the victory of the antitrust case, Qualcomm closed up 2.32%. US Senate Republican leader McConnell said the stimulus plan negotiations are deadlocked.
◆ Kamala Harris Named as Joe Biden’s VP Pick
Joe Biden named Sen. Kamala Harris of California as his running mate, picking his former Democratic primary opponent to be the first Black woman and the first woman of Asian descent nominated for vice president by a major party.
◆ Airbnb Plans to File for IPO in August
Airbnb Inc. is close to filing to go public in a move that would underscore a surprising rebound for the home-sharing giant and the IPO market.
The company plans to file IPO paperwork with the Securities and Exchange Commission later this month, laying the groundwork for a potential listing before the end of the year, according to people familiar with the matter. Morgan Stanley has been tapped to lead the offering, with Goldman Sachs Group Inc. also playing a key role, the people said.
◆ Boeing order cancellations outpace new sales for sixth straight month as demand continues to fall.
Boeing customers canceled plans to buy 43 of the manufacturer's troubled 737 Max planes in July as scrapped orders outpaced sales for a sixth consecutive month, the company said Tuesday.
This year through July, Boeing has net negative orders of 836 planes, including aircraft the company took out of its backlog of orders awaiting fulfillment. Boeing routinely removes orders from its running tally when customers are financially strained, among other reasons. The July adjustments trimmed the Chicago-based plane maker's backlog to 4,496 orders. ◆ SoftBank Group posted a $12 billion quarterly profit on Tuesday after reporting historic losses of $13 billion for its last fiscal year.
The recovery is largely down to rising valuations of SoftBank Vision Fund bets like Uber and Slack, which saw their share prices rally during the April to June quarter as U.S. tech stocks soared during the coronavirus pandemic.
The SoftBank Vision Fund, which reported an $18 billion loss last year, recorded an investment gain of $2.8 billion for this quarter.
International Stock Market
◆ Tesla announced a five-for-one stock split on Tuesday evening.
Tesla Inc. is splitting its elevated shares in a 5-for-1 exchange, a move timed to make the stock less expensive for individual investors after the company become the world’s most valuable automaker. Its shares surged on the news in aftermarket trading.
In trading after the market close on Tuesday, Tesla rose as much as 8.4% to $1,490.
◆ Qualcomm stock rises after appeals court tosses FTC antitrust case.
Qualcomm stock rose over 4% on Tuesday after a U.S. Appeals Court overturned the Federal Trade Commission’s 2019 antitrust victory against the the world’s largest smartphone modem chipmaker.
The ruling is the end of a chapter in a saga which saw Qualcomm’s primary businesses, including its lucrative patent licensing business, under fire from regulators around the world. The FTC originally brought the case in 2017.
◆ Pandemic slowed private equity fund closings in first half.
Private equity firms are finding it harder to close new funds in the time of social distancing and Zoom meetings.
The number of new private equity funds to reach final closes fell sharply in the first half of the year, with the decline accelerating after the coronavirus pandemic caused states to impose mass lockdowns late in the first quarter. Globally, 552 private equity funds reached their final close in the first half of the year, 31% fewer than in the same period last year, according to data provider Preqin.
◆ As the pandemic struck, a PE firm went on a nursing home buying spree.
Over the past four years, the Portopiccolo Group has quietly built a nursing home portfolio that rivals some of the nation’s largest chains. The Englewood Cliffs, New Jersey-based private equity and investment management firm，acquired its first nursing home in 2016. Portopiccolo and its affiliated companies now own or operate roughly 100 facilities under dozens of different names.
◆ Health wellness startup Fitspire raises $220K in pre-seed round.
Delhi-based health and wellness brand Fitspire has raised $200,000 in its pre-seed round led by Nikhil Parmar and Priyanka Madnani, Founders, EasytoPitch, along with Bollywood Singer Sukhbir Singh and other investors. According to a statement released by the company, the new funds will be used to expand the full suite of Fitspire’s product offerings across the nation in the next six months.
◆ Flexible Rent Provider Till Raises $8 Million in Seed Funding to Accelerate Expansion.
Till, a fintech platform that helps renters pay and stay in their homes , today announced that it has closed an $8-million seed funding round led by Route 66 Ventures, MetaProp and NextGen Venture Partners.
Till’s Flexible Rent platform sets renters up for success by creating a customized payment schedule that aligns with their individual cash flow, helping them to become consistent, on-time payers. The analytics-driven platform, which was introduced in April 2020, is expected to cut evictions by as much as 50 percent, helping renters avoid punitive late fees that damage their long-term financial health. Because of the acute issue that Flexible Rent can solve, the platform has already been rolled out to 170 properties comprising 30,000 units in 14 states, and has been adopted by up to 30% of renters at some of these properties.
◆ Pattern, a Salt Lake City, UT-based global ecommerce business solutions provider, closed its a $52M first round of funding.The round was co-led by Ainge Advisory and KSV Global.
The company intends to use the funds to continue developing tools to make decisions based on real-time data.
Pattern uses its proprietary technology and data-driven insights to help brands gain profitable ecommerce growth on both their own websites as well as on global marketplaces such as Amazon, Walmart, eBay, Google, Tmall, JD, and MercadoLibre. The company, which has more than 400 employees across 18 global locations, serves such brands as Nestle, Panasonic, Zebra, and Skechers, among others.
◆ Rhenman & Partners Asset Management saw its global equity hedge fund tumble in July, as losses in energy and financials positions outweighed gains in information technology stocks.
The Rhenman Global Opportunities Fund - a long/short global equity hedge fund strategy which trades across sectors, with a focus on value-oriented companies - shed 3 per cent in its main SEK-denominated share class last month. Its euro share class meanwhile fell 1.64 per cent.IT names generated positive contributions in July.
Monthly returns were ultimately hamstrung by losses in bets on Chevron and ExxonMobil, the firm said in a performance update this week, with the latter registering its biggest ever quarterly loss.
Five months of negative performance out of seven this year has left the Rhenman Global Opportunities Fund down more than 21 per cent in 2020 overall.
Real Estate Market
◆Goldman closes Colony RE preferred equity deal.
Goldman Sachs Asset Management has made a preferred equity investment from its latest real estate fund – Vintage Real Estate Partners II, which closed in May on $2.75bn.The New York-headquartered firm has invested $200 million into a portfolio of five underlying investments managed by affiliates of Colony Capital subsidiary Colony Credit Real Estate.
The portfolio comprises four co-investments and one industrial distribution facility leased to a national grocery chain. CLNC can draw down up to $29 million in additional commitments for future allocation to the portfolio.
◆ A prime real estate opportunity for secondaries buyers.
The real estate secondaries market has been one of the losers of 2020 – so far. Only 25 percent of secondaries buyers expressed an appetite for the asset class, making it the least desired out of 10 strategies surveyed, according to Evercore’s half-year report.
Coronavirus has caused the market to split between highly prized assets such as data centers, which sometimes price at a premium, and those such as retail and hospitality, which are deeply discounted. Within this, there are many nuances based on sector, location and circumstances that those with the right information will be able to take advantage of.
◆ According to data from Johns Hopkins University in the United States, the cumulative number of confirmed cases of new coronary pneumonia worldwide has exceeded 2017 million, with nearly 740,000 deaths， along with a total of 5.13 million cases in the United States.
◆ In New Zealand, Prime Minister Jacinda Ardern said she would delay the general election process after the country reported its first cases on Tuesday, after 102 days without any local transmissions.
◆ Putin claims Russia has registered the world’s first coronavirus vaccine, says his daughter has taken it.
Russia’s sovereign wealth fund, the Russian Direct Investment Fund (RDIF), said Tuesday that there had been “considerable interest” from abroad.
“We have received preliminary applications for over 1 billion doses of the vaccine from 20 countries. Along with our foreign partners, we are already prepared to manufacture over 500 million doses of vaccine per year in five countries, and the plan is to ramp-up production capacity even higher,” the wealth fund said in a statement.返回基金排名，查看更多