老猫美股研究

老猫美股研究

并购年里找机会:5个潜在收购标的

徐老猫
Jul 22, 2025
∙ Paid

2025年会成为收购之年,找准机会就有可能带来可观收益。大环境有利于并购,这是我之前曾经写过的。

川普政府对于企业并购持开放态度,拜登政府的FTC主管Lina Kahn,那位专门和大公司过不去的女士终于卷铺盖走人了。很多被压抑的需求等待释放。今年初,Intra-Cellular Therapies(ITCI)、Inari Medical(NARI)、Accolade(ACCD)和H&E Equipment Services(HEES)提出了收购计划,股价立马上涨50%至100%。

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