文章作者背景 - 作者David A Johnson是Endurance Capital Management的创始人及负责人 投资领域涵盖股票、债券、期权、ETF、REITs、房地产、封闭式基金以及对冲基金和私人信贷等另类投资基金 [1] - 作者拥有超过30年的投资经验 持有波士顿大学金融学硕士学位（主修投资分析）、金融规划证书以及福特汉姆大学的工商管理硕士学位 [1] 分析师持仓披露 - 分析师本人及其关联方通过股票、期权或其他衍生品持有APO的多头头寸 [2] - 文章内容代表分析师个人观点 未因撰写本文获得除Seeking Alpha平台外的任何报酬 [2] - 分析师与文中提及的任何公司均无业务关系 [2] 平台免责声明 - 平台声明过往表现不保证未来结果 所提供内容不构成针对任何特定投资者的投资建议 [3] - 文中表达的观点可能不代表Seeking Alpha的整体意见 [3] - Seeking Alpha并非持牌证券交易商、经纪商、美国投资顾问或投资银行 其分析师为第三方作者 包括可能未经任何机构或监管机构许可或认证的专业投资者和个人投资者 [3]

NEW YORK, Dec. 16, 2025 (GLOBE NEWSWIRE) -- Apollo (NYSE: APO) today announced that Apollo-managed funds (the “Apollo Funds”) have agreed to acquire a majority stake in Prosol Group (“Prosol” or the “Company”), the multi-specialist in fresh food businesses and food retail in France, from Ardian. Prosol’s existing shareholders and management team will reinvest alongside the Apollo Funds. Founded in 1992, Prosol has differentiated itself by building a proprietary, vertically integrated supply chain, sourcing ...

出于对人工智能（AI）颠覆企业软件商业模式的担忧，管理资产规模超9000亿美元的巨头Apollo Global Management（阿波罗全球管理公司），不仅对多家软件公司的债务进行了做空押注，更在2025年大幅 削减了该行业的整体风险敞口。 从战术做空到战略减持 周六，英国《金融时报》援引知情人士消息透露，Apollo的做空目标直指多家由大型私募股权机构持有 的软件公司，具体包括KKR旗下的Internet Brands、Francisco Partners旗下的SonicWall以及Clearlake旗下 的Perforce。 不过，尽管这些被做空的信用债在今年曾出现过抛售潮，但目前交易价格仍维持在面值的80%以上，并 未显示出迫在眉睫的违约恐慌。 英国《金融时报》援引知情人士消息透露，Apollo的这一做空策略贯穿了2025年的大部分时间，目前相 关头寸已平仓。另一位知情人士透露，这些空头头寸在Apollo 7000亿美元的信用资产版图中占比不足 1%，且部分操作是作为其基金和资本池的市场对冲手段。 更为激进的举措体现在Apollo对软件行业整体风险敞口的主动收缩上。 据英国《金融时报》，出席高盛近期 ...

It's that time this hour for our market navigator and with a third consecutive rate cut in the books now question is what impact that will all have on the private equity space. Our next guest says it'll be easier for companies to do their business and bring better returns to investors. He likes some of the names because of that.Bob Lang is founder and chief opt options analyst at explosive options. And Bob, you're looking specifically at Apollo. Why.>> Yeah. Hi Kelly, good to see you again. So I Apollo Glob ...

Apollo Global Management is exploring options, including a sale or initial public offering, for Invited that could value the operator of golf and membership clubs at more than $3 billion including deb... ...

Concerns of an AI bubble may be mounting, but at the Goldman Sachs Financial Services Conference on Wednesday, the biggest private investors were bullish on their own investments. Blackstone President Jon Gray said it was the firm's biggest moneymaker. Ares CEO Michael Arougheti said that the firm's international data center investments are accelerating ahead of expectations and boosting revenue expectations. Blue Owl co-CEO Doug Ostrover said the firm is "incredibly bullish" on its own data center investm ...

In the AI arms race, quick gains could just as easily lead to quick losses. "Great fortunes will be made. Great fortunes may be lost," Apollo Global Management CEO Marc Rowan told Yahoo Finance. (Disclosure: Yahoo Finance is owned by Apollo Global Management.) Rowan warned of intermediary companies, such as specialized real estate firms that build and own the data centers that are used by tech giants. There's a distinction between lending money to data centers and owning a stake in them, he said. For cre ...

Michael Brown from UBS sets a price target of $186 for NYSE:APO, indicating a potential upside of 24.79%.Apollo Global Management identified as a top stock to watch, highlighting its competitive position in the alternative investment sector.Recent stock performance shows a 3.59% increase, with significant volatility observed over the past year.Apollo Global Management (NYSE:APO) is a leading global alternative investment manager. It specializes in private equity, credit, and real estate investments. The com ...

萨布拉健康护理REIT (SBRA) - 公司股息收益率达到6.3% [1] - 行业不受人工智能威胁 且有人口结构顺风支持 [1] - 富国银行分析师维持“超配”评级 并将目标价从20美元上调至21美元 [1] - 公司股价在周三下跌1.6% 收于19.00美元 [5] 阿波罗全球管理 (APO) - 摩根士丹利分析师将公司评级从“均配”上调至“超配” 并将目标价从151美元大幅上调至180美元 [2] - 公司股价在周三上涨3.6% 收于149.08美元 [5] Spotify科技 (SPOT) - 公司2025年第三季度业绩超出华尔街预期 [3] - 季度每股收益为3.83美元 远超分析师普遍预期的1.87美元利润 [3] - 季度营收达到49.9亿美元（41.9亿欧元） 同比增长7% 超出49.2亿美元的预期 [3] - 公司股价在周三上涨3.4% 收于609.41美元 [5] iShares罗素1000价值ETF (IWD) - 公司股价在周三上涨1.4% [5]

Apollo CEO Marc Rowan is planning a definitive book clarifying private credit in time for Christmas. Recent bankruptcies and media scrutiny have fueled debate over private credit's risks. Rowan aims to address misconceptions about private credit in financial markets. Apollo has a holiday gift it wants to hand out this year — and, unlike Blackstone's, it's not a cringey video. Speaking to Goldman Sachs analyst Alexander Blostein at the Goldman Sachs Financial Services conference on Wednesday, CEO ...