Harvard Universiteti Ethereum ETFlarini to'liq sotdi, Abu Dabi suveren fondi IBIT ulushini oshirdi
ChainCatcher yangiliklariga ko‘ra, The Block'ning xabar berishicha, so‘nggi vaqtda suveren boylik jamg‘armalari, universitetlar va banklar 2026-yil birinchi choragi uchun 13F portfel hisoboti tafsilotlarini oshkor qildilar. Suveren boylik jamg‘armalari nuqtai nazaridan, Abu Dabi suveren boylik jamg‘armasi Mubadala BlackRock'ka tegishli iShares Bitcoin Trust ETF (aksiyalar kodi IBIT)dagi ulushini oshirdi; aksiyalar soni ilgari 12,702,323 tadan 14,721,917 tagacha yetkazildi, qo‘shimcha 90 million dollardan oshiq investitsiya qilindi, jami portfel qiymati qariyb 660 million dollarga yetdi. Mubadala tarkibidagi Abu Dhabi Investment Council (ADIC) o‘zining IBIT'dagi ulushini o‘zgartirmagan. Uning qo‘lida 8,218,712 dona IBIT aksiyasi mavjud bo‘lib, qiymati 315.8 million dollarni tashkil qiladi.
Bazı universitetlarning fond hisobotlarida kriptovalyuta ETF laridagi ulushlar deyarli o‘zgarmaganini bildirgan. Harvard Universiteti fondi 3,044,612 dona IBIT aksiyasiga egalik qiladi, bu taxminan 117 million dollarni tashkil etadi. Bu, 2025-yil oxirida egalik qilingan 5.35 million IBIT aksiyaga nisbatan 43% ga kamaygan; o‘tgan to‘rtinchi chorakda Harvard Universiteti ulushni 21% kamaytirgan edi. IBIT endi uning eng katta portfeli emas (TSMC, Alphabet, Microsoft va SPDR Gold Trust o‘zib ketgan). Harvard Universiteti, shuningdek, o‘tgan chorakda sotib olgan 86.8 million dollarlik BlackRock Ethereum spot ETF ni ham butunlay sotgan.
Dartmouth kolleji o‘z hisobotida 201,531 dona IBIT aksiyasiga egalik qilayotganini, bu qiymati 9 million dollardan ortiq ekanini va bu raqam avvalgi chorakka nisbatan o‘zgarmaganini bayon etdi. Mazkur kollej o‘zining Ethereum ETF portfelini Grayscale Ethereum Mini Trust'dan Grayscale Ethereum Staking ETF ga o‘tkazdi va 178,148 dona aksiyani o‘zgartirmadi. Dartmouth kolleji, shuningdek, Bitwise Solana Staking ETF dagi yangi ulushini oshkora qilgan bo‘lib, 304,803 dona aksiyaga egalik qiladi, hozirgi qiymati qariyb 3.67 million dollar. Bu, institut fondi ilk bor Bitcoin yoki Ethereumdan tashqari kriptovalyutalarga investitsiya qilishga qiziqishini bildirganidir.
Shu paytda Brown Universiteti 212,500 dona IBIT aksiyasidagi ulushini saqlab qoldi, Emory Universiteti esa o‘zining Bitcoin fond portfelini ikki tadan bir tagacha qisqartirdi. Universitet 4,450 dona IBIT aksiyasini butunlay sotgan va shu bilan birga, avval 1 milliondan biroz ko‘proq bo‘lgan Grayscale Bitcoin Mini Trust aksiyalarini 1,354,148 tagacha oshirgan.
An’anaviy moliyaviy institutlar ham portfel balansini va hedjlashni faol amalga oshirmoqda. Royal Bank of Canada (RBC) IBIT aksiyalaridagi to‘g‘ridan-to‘g‘ri ulushlarini oshirdi, shuningdek, hedjlash uchun put va call opsionlardan foydalanishini ko‘paytirdi. Scotiabank esa ilgari AQShdagi, Trump bilan bog‘liq Bitcoin aksiyalarini sotib bo‘lib, endilikda 214,370 dona IBIT ulushini oshirdi. Barclays banki ham o‘zining IBIT portfeli haqida ma’lumot berdi — ular taxminan 4.46 million spot aksiyani hamda mazkur ETF bilan bog‘liq ko‘plab put va call opsion pozitsiyalarini ushlab turibdi. Gonkongda joylashgan Laurore o‘zining IBIT aksiyalari ulushini 8,786,279 tadan 6,846,279 tagacha qisqartirdi.
Mas'uliyatni rad etish: Ushbu maqolaning mazmuni faqat muallifning fikrini aks ettiradi va platformani hech qanday sifatda ifodalamaydi. Ushbu maqola investitsiya qarorlarini qabul qilish uchun ma'lumotnoma sifatida xizmat qilish uchun mo'ljallanmagan.
Sizga ham yoqishi mumkin
Amerika fond bozori tebranishi | Trex Bio (TRXB.US) Amerika fond bozorida ro’yxatdan o’tdi va ochilishdan keyin 1.3% dan ko‘proqqa tushdi
Xabar berilgan vaqtda, bu aksiya 1.3% dan ko‘proq pasaydi va narxi 13.805 dollarni tashkil etdi.
BUZZ – Brokerlarning fikri: Analystlar Starbucks va Chipotle sotib olish rejasiga shubha bilan qaramoqda
Latest updates October 9 - Financial Times reported on Thursday that Starbucks (SBUX.O) has explored the potential acquisition of Chipotle (Chipotle CMG.N), which would allow CEO Brian Niccol to return to the Mexican burrito chain brand he once led. Starbucks declined to comment, stating the company remains “fully focused” on business restructuring. Chipotle shares fell about 4% to $31.32 on Friday, after rising 6.2% in the previous trading day. Limited strategic rationality BTIG expressed “high doubts,” stating the deal is “not reasonable” operationally and would cause serious dilution for Starbucks shareholders, disrupting management operations. “Over the years, we've heard many reports about multi-brand acquisitions…but few materialize, and even fewer succeed,” said BTIG. William Blair pointed out that Starbucks' $9.4 billions net debt as of June makes acquisition financing “unsustainable” and may push the merged leverage ratio up to about 6 times, which is considered high in the restaurant industry. D.A. Davidson stated that given significant differences between the brands and minimal apparent synergies, the probability of success for the deal is 20% or less. Raymond James noted that with low menu overlap, supply chain benefits may be limited, and performance of multi-brand restaurant platforms has been mixed. Suzy Davidkhanian of eMarketer said Niccol’s familiarity may reduce execution risks, but investors may still view this deal as a “costly distraction” during Starbucks' transformation. For convenience of non-English speakers, Reuters has automatically translated this report into several languages. Since automated translations may be inaccurate or lack necessary context, Reuters does not guarantee the accuracy of automated translation and provides it only for reader convenience. Reuters assumes no responsibility for any damage or loss caused by the use of the automated translation feature.
BUZZ - UBS Biogenning keyingi bosqich ilmiy-tadqiqot yo‘nalishi katalizatorlari sababli narx maqsadini oshirdi; aksiya narxi oshmoqda
9-oktabr — ** Biogen (BIIB.O) farmatsevtika kompaniyasi aksiyalari 2.4% ga ko‘tarilib, 223.71 dollarni tashkil etdi ** UBS narx maqsadini 240 dollardan 270 dollarga oshirdi va “sotib olish” reytingini saqladi ** Uchinchi kvartal daromadi 2.69 billions dollar, aksiyadagi daromad (EPS) esa 2.11 dollar bo‘lishi kutilmoqda, bu bozor konsensusidan biroz yuqori ** Alzheimer kasalligi uchun Leqembi dori mahsulotining uchinchi kvartaldagi savdosi 200 millions dollar atrofida bo‘lishi kutilmoqda, bu bozor konsensusiga mos va yaqinda ishga tushirilgan subkutan dori shakli 2027-yildan boshlab muhim o‘sish omili bo‘lishi mumkinligi bildirildi ** Biogen ning Syfovre oftalmologik dorisidan kutilayotgan natijalar Apellis ni sotib olganda (link) bo‘lganidan ko‘ra optimistik ekani va savdo strategiyasi optimallashtirilayotgani ta’kidlandi ** Yil oxirida lupus dori litifilimab bo‘yicha kechki klinik tadqiqotlar ma’lumotlari va 2027-yilning birinchi yarmida teri lupus bo‘yicha ma’lumotlar asosiy katalizator bo‘ladi ** Bundan tashqari, felzartamab dori bo‘yicha 2027-yilning birinchi yarmida keladigan kechki klinik ma’lumotlar o‘sish imkoniyatini yaratadi va Eli Lilly (LLY.N) kompaniyasining asimptomatik Alzheimer kasalligi bo‘yicha klinik sinovlari pozitiv ta’sir ko‘rsatishi mumkin ** Yil boshidan beri aksiyalar narxi 26.3% ga oshgan (Quyidagi ma’lumot avtomatik tarzda tarjima qilindi. Reuters avtomatik tarjima orqali yetkazilgan ma’lumotlarning aniqligi yoki konteksini kafolatlamaydi, avtomatik tarjima xizmati osonlik uchun taqdim etilgan. Avtomatik tarjima hasiliga ko‘ra yetkazilgan zarar yoki yo‘qotishlar uchun Reuters javobgarlikni olmaydi.)
BUZZ-JPMorgan VF Corp reytingini “neytral”ga oshirdi, aksiya narxi oshdi
9-oktabr — ** kiyim chakana sotuvchisi VF Corp (VFC.N) aksiyalari taxminan 3%ga oshdi va 14,90 dollarni tashkil etdi ** JPMorgan reytingini “reduce”dan “neutral”ga ko‘tardi; 18 dollarli maqsadli narxni saqlab qoldi ** Broker VF kompaniyasining 2027-moliyaviy yilidagi savdo hajmi va foydasi bozordagi konsensusga mos kelishi yoki undan oshishi mumkinligini bildirdi ** O‘sish asosan outdoor brendlari — The North Face, Timberland va Altra tomonidan yetaklanishi kutilmoqda ** JPMorgan Vans brendining pasayish tendensiyasi nazoratga olinganini, 2027-yil bahordagi ulgurji buyurtmalar esa yilning ikkinchi yarmidagi natijalarni yaxshilash uchun “yuqori ko‘rinuvchanlik” ta’minlaganini ta’kidladi ** Kompaniya yuqori narxda sotilgan tovarlar, yanada optimal stok rejalari hamda yuqori daromadli brendlar va premium mahsulotlarga o‘tish hisobiga 2029-moliyaviy yilida taxminan 10% operatsion daromadga erishishda saqlanishi mumkinligini ta’kidladi ** 25ta brokerdan 8tasi “buy” yoki “more positive” reytingini berdi; 15tasi “hold”, 2tasi esa “sell” dedi; maqsadli narx medianasi — 16 dollar; ma’lumotlar LSEG tomonidan tayyorlangan ** Oxirgi savdo kuni yakuniga ko‘ra, ushbu aksiyalarning yil boshidan buyon umumiy tushishi taxminan 20%ni tashkil etdi (Ma’lumotni osonlashtirish uchun, Reuters o‘z xabarlarini avtomatik tarzda bir necha boshqa tillarga tarjima qilgan. Avtomatik tarjima xatolar bo‘lishi yoki kerakli kontekstni ta’minlamasligi mumkin, shuning uchun Reuters avtomatik tarjima matnining aniqligiga kafolat bermaydi, faqat o‘quvchilar uchun qulaylik yaratish maqsadida avtomatik tarjima taqdim etadi. Avtomatik tarjima funksiyasidan foydalanish natijasida yuzaga kelgan har qanday zarar yoki yo‘qotish uchun Reuters javobgar emas.).
