\nFondul speculativ activist Elliott Management a construit o participa\u0163ie semnificativ\u0103 \u00een London Stock Exchange Group (LSEG), \u00een contextul \u00een care compania britanic\u0103 se confrunt\u0103 cu temeri privind posibile perturb\u0103ri generate de inteligen\u0163a artificial\u0103 \u015fi cu o pia\u0163\u0103 a list\u0103rilor lipsit\u0103 de dinamism, scrie FT. <\/p>\n
\nPotrivit unor persoane familiarizate cu situa\u0163ia, Elliott a purtat discu\u0163ii cu LSEG, condus\u0103 de directorul general David Schwimmer, pentru a contribui la \u00eembun\u0103t\u0103\u0163irea performan\u0163ei grupului.<\/p>\n
\nAc\u0163iunile LSEG, care au sc\u0103zut cu peste o treime \u00een ultimul an, au fost afectate s\u0103pt\u0103m\u00e2na trecut\u0103 de o v\u00e2nzare ampl\u0103 a titlurilor companiilor din domeniul datelor \u015fi software-ului, pe fondul temerilor c\u0103 noile instrumente de inteligen\u0163\u0103 artificial\u0103 le-ar putea submina modelele de afaceri.<\/p>\n
\nInvesti\u0163ia reprezint\u0103 cel mai recent pariu important al Elliott pe o companie britanic\u0103 de top, \u00een condi\u0163iile \u00een care fondul face presiuni pentru schimb\u0103ri ample la gigantul petrolier BP \u015fi r\u0103m\u00e2ne un investitor important \u00een grupul minier Anglo American. Capitalizarea bursier\u0103 a LSEG se situa la aproape 38 de miliarde de lire sterline la \u00eenchiderea \u015fedin\u0163ei de mar\u0163i.<\/p>\n
\nDimensiunea exact\u0103 a participa\u0163iei nu a putut fi stabilit\u0103. Elliott \u015fi LSEG au refuzat s\u0103 comenteze.<\/p>\n
\nElliott, condus de miliardarul Paul Singer, administreaz\u0103 active \u00een valoare de 76 de miliarde de dolari.<\/p>\n
\n\u00cenaintea public\u0103rii rezultatelor anuale ale LSEG, programat\u0103 pentru sf\u00e2r\u015fitul acestei luni, Elliott ar fi \u00eencurajat compania s\u0103 ia \u00een calcul lansarea unui program de r\u0103scump\u0103rare de ac\u0163iuni de ordinul miliardelor de lire sterline, dup\u0103 finalizarea unei tran\u015fe de 1 miliard de lire, \u015fi s\u0103 reduc\u0103 diferen\u0163a de marje fa\u0163\u0103 de rivali.<\/p>\n
\nMultiplii de evaluare ai LSEG sunt inferiori celor ai unor competitori precum Moody\u2019s \u015fi CME Group.<\/p>\n
\nDe\u015fi LSEG este cunoscut\u0103 \u00een principal ca operator al bursei din Londra, achizi\u0163ia Refinitiv pentru 22 de miliarde de lire sterline \u00een 2019 a transformat grupul \u00eentr-un juc\u0103tor major \u00een domeniul datelor \u015fi analizelor financiare. De asemenea, de\u0163ine o participa\u0163ie de aproximativ 10 miliarde de lire \u00een platforma de tranzac\u0163ionare electronic\u0103 Tradeweb.<\/p>\n
\nElliott a mai sus\u0163inut \u00een trecut simplificarea structurilor corporative pentru a cre\u015fte performan\u0163a companiilor. Totu\u015fi, potrivit surselor, fondul nu dore\u015fte ca LSEG s\u0103 analizeze o v\u00e2nzare integral\u0103 sau o separare a activit\u0103\u0163ii bursei.<\/p>\n
\nBursa londonez\u0103 a fost afectat\u0103 \u00een ultimii ani de retragerea mai multor companii din indicele FTSE 100, pe fondul orient\u0103rii acestora c\u0103tre pie\u0163ele din SUA, unde pot accesa baze mai ample de capital. \u00cen acela\u015fi timp, divizia de date \u015fi analiz\u0103 a LSEG se confrunt\u0103 cu \u00eengrijor\u0103ri tot mai mari privind impactul inteligen\u0163ei artificiale.<\/p>\n
\nAc\u0163iunile LSEG au sc\u0103zut puternic s\u0103pt\u0103m\u00e2na trecut\u0103 dup\u0103 lansarea unui nou set de instrumente de inteligen\u0163\u0103 artificial\u0103 de c\u0103tre Anthropic, ceea ce a declan\u015fat un val de v\u00e2nz\u0103ri \u00een sectorul software \u015fi al datelor. Ulterior, titlurile au recuperat o parte din pierderi.<\/p>\n
\nAnali\u015ftii de la JPMorgan au ar\u0103tat \u00eentr-o not\u0103 publicat\u0103 s\u0103pt\u0103m\u00e2na trecut\u0103 c\u0103 temerile privind impactul inteligen\u0163ei artificiale asupra modelului de afaceri al LSEG sunt \u201enejustificate\u201d, invoc\u00e2nd parteneriatul \u00eencheiat \u00een octombrie anul trecut \u00eentre LSEG \u015fi Anthropic, care presupune integrarea datelor LSEG \u00een aplica\u0163ia Claude dezvoltat\u0103 de start-up.<\/p>\n","protected":false},"excerpt":{"rendered":"
Fondul speculativ activist Elliott Management a construit o participa\u0163ie semnificativ\u0103 \u00een London Stock Exchange Group (LSEG), \u00een contextul \u00een care compania britanic\u0103 se confrunt\u0103 cu temeri privind posibile perturb\u0103ri generate de inteligen\u0163a artificial\u0103 \u015fi cu o pia\u0163\u0103 a list\u0103rilor lipsit\u0103 de dinamism, scrie FT. Potrivit unor persoane familiarizate cu situa\u0163ia, Elliott a purtat discu\u0163ii cu […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[510],"tags":[8789,449],"class_list":["post-245090","post","type-post","status-publish","format-standard","hentry","category-actualitate","tag-fond","tag-inteligenta"],"_links":{"self":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/245090","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=245090"}],"version-history":[{"count":0,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=\/wp\/v2\/posts\/245090\/revisions"}],"wp:attachment":[{"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=245090"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=245090"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bm.dev.synology.me\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=245090"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}