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zzch

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2023-08-15

左手倒右手，灭亡前的疯狂

抱歉，原内容已删除

2023-06-20

‌$美国超微公司(AMD)$ ‌垃圾就是垃圾

2023-05-22

$叮咚买菜(DDL)$ 不是吧阿sir，何必一上来鄹跌停，佐个人

2022-04-21

$Twitter(TWTR)$太垃圾了

2022-04-11

牛啊

抱歉，原内容已删除

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11:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月11日，推特CEO：埃隆·马斯克决定不加入我们的董事会。马斯克是我们最大的股东，我们将继续接受他的意见。</p><p>此前报道，推特获悉马斯克买入推特9.2%的股票后，推特首席执行官帕拉格·阿格拉瓦尔等高管与马斯克频繁通话，最终决定为已成为最大股东的马斯克提供一个董事会席位。</p><p><img src=\"https://static.tigerbbs.com/e370b8832070b693616885e7fcf5cb96\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TWTR":"Twitter"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165307511","content_text":"4月11日，推特CEO：埃隆·马斯克决定不加入我们的董事会。马斯克是我们最大的股东，我们将继续接受他的意见。此前报道，推特获悉马斯克买入推特9.2%的股票后，推特首席执行官帕拉格·阿格拉瓦尔等高管与马斯克频繁通话，最终决定为已成为最大股东的马斯克提供一个董事会席位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":611587050,"gmtCreate":1650543665381,"gmtModify":1650546884636,"author":{"id":"4110597982684882","authorId":"4110597982684882","name":"zzch","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110597982684882","authorIdStr":"4110597982684882"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TWTR\">$Twitter(TWTR)$</a>太垃圾了","text":"$Twitter(TWTR)$太垃圾了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/611587050","isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209187833368680,"gmtCreate":1692094855427,"gmtModify":1692094856765,"author":{"id":"4110597982684882","authorId":"4110597982684882","name":"zzch","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4110597982684882","authorIdStr":"4110597982684882"},"themes":[],"htmlText":"左手倒右手，灭亡前的疯狂","listText":"左手倒右手，灭亡前的疯狂","text":"左手倒右手，灭亡前的疯狂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209187833368680","repostId":"1184381431","repostType":2,"repost":{"id":"1184381431","kind":"news","pubTimestamp":1692074238,"share":"https://www.laohu8.com/m/news/1184381431?lang=&edition=full","pubTime":"2023-08-15 12:37","market":"hk","language":"zh","title":"掏出“36+6”亿救了恒大汽车！“中东土豪”纽顿是谁？","url":"https://stock-news.laohu8.com/highlight/detail?id=1184381431","media":"华尔街见闻","summary":"“输血”恒大汽车的“中东土豪”，可能是“自己人”？","content":"<html><head></head><body><p>“输血”恒大汽车的“中东土豪”，可能是“自己人”？</p><p style=\"text-align: justify;\">昨夜，恒大集团公告称，恒大汽车获得阿联酋国家主权基金持股的纽顿集团（NWTN Inc.）首笔战略投资5亿美元（约合36亿人民币）。</p><p style=\"text-align: justify;\">纽顿集团同恒大、许家印、恒大汽车订立协议，将认购恒大汽车已发行股本总额的约27.5%，恒大持有恒大汽车的比例将摊薄至约46.86%，恒大汽车不再与恒大集团并表。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5af624b20a288caa9ed199b670bf83c1\" tg-width=\"640\" tg-height=\"492\"/></p><p style=\"text-align: justify;\">另外，纽顿集团签署了过渡期资金支持协议，<strong>在满足抵押品完成登记及备案等先决条件的情况下，</strong>将分三笔<strong>，向恒大汽车提供总额6亿元人民币的免息及有担保过渡资金</strong>，用于恒大汽车的研发、生产及销售业务，将自公告后5个工作日开始陆续支付。</p><p style=\"text-align: justify;\">而值得注意的是，纽顿集团还将协助恒大汽车开拓海外市场，帮助后者每年向中东市场出口3万-5万辆恒驰汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bccf4a42dd33e35c49dbf2a56c0f891c\" tg-width=\"640\" tg-height=\"358\"/></p><p style=\"text-align: justify;\">纽顿集团声明称，拟议投资交易预计将今年第四季度完成，<strong>但需满足诸多条件，包括但不限于恒大集团债务重组生效、恒大新能源汽车集团若干债权人确认债务偿还计划以及获得相关监管机构和股东批准。</strong></p><p style=\"text-align: justify;\">有报道称，来自中东的纽顿集团此番“出手”，无疑是在关键时刻向恒大汽车“输血”，“救”了许家印一次。</p><p style=\"text-align: justify;\">7月底披露的恒大汽车年报显示，集团2021、2022两年亏损共达840亿元；负债总额为1838.72亿元，剔除其中的预收账款33.14亿元后的负债规模为1805.58亿元。</p><p style=\"text-align: justify;\">截至2022年12月31日止，集团逾期商票累计约185.12亿元。而截至2022年12月31日，恒大汽车总资产为1152.2亿元，已资不抵债。</p><p style=\"text-align: justify;\">早在今年4月，恒大汽车天津工厂就曾由于资金不足，恒大汽车天津工厂暂缓生产恒驰5。根据恒大汽车彼时预算，<strong>恒大汽车若能寻求到超过人民币290亿元融资，这些资金将帮助恒大汽车推出多款旗舰车型，并最终实现量产。</strong></p><h2 id=\"id_2537825101\" style=\"text-align: start;\">纽顿的中国CEO：也有“造车梦”？</h2><p style=\"text-align: justify;\">公开资料显示，纽顿集团是一家总部位于阿联酋迪拜的新能源汽车公司，是阿联酋本土首个获得新能源汽车生产牌照的车企。</p><p style=\"text-align: justify;\">除新能源汽车外，纽顿集团还接连布局光伏、绿氢、储能等清洁能源产业链，并将成功模式扩展到中东、北非、中国及其他亚洲及欧洲国家。</p><p style=\"text-align: justify;\"><strong>虽然纽顿集团是阿联酋新能源领域的代表企业，但该集团的创始人兼董事长、CEO为中国企业家吴楠，纽顿的多位高管可能也都是中国人。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75e5498695df07f0f80e39fe11f41b13\" tg-width=\"618\" tg-height=\"161\"/></p><p style=\"text-align: justify;\">据相关报道，吴楠于2012年进入汽车行业，参与投资创办了黎巴嫩超跑公司W MOTORS，该品牌首款超跑产品Lykan凭借电影《速度与激情7》中穿越迪拜摩天大楼的经典镜头为中国观众与车迷所认知。</p><p style=\"text-align: justify;\">在投资W MOTORS之后，吴楠与黎巴嫩汽车商Ralph Debbas成立艾康尼克汽车公司，以“新能源超级跑车”品牌的形象，于2016年进入中国市场。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e360060eec843efb8e8f7112e8a7e9a1\" tg-width=\"640\" tg-height=\"293\"/></p><p style=\"text-align: justify;\">2016年，纽顿成立天津天汽集团有限公司，控股股东为包括艾康尼克（天津）投资有限公司，法定代表人为吴楠。</p><p style=\"text-align: justify;\">2019年，艾康尼克与天津百利机械装备集团有限公司以及天津市静海区政府就天津天汽集团美亚汽车制造有限公司股权转让事宜达成协议，由此获得造车资质。</p><p style=\"text-align: justify;\">同年，艾康尼克参加上海国际车展并发布了七款概念车型。</p><p style=\"text-align: justify;\">在那之后，这一品牌就几乎在公众视野内消失。</p><p style=\"text-align: justify;\">按照艾康尼克此前的规划，其首款产品艾康尼克七系将于2019年正式上市，同时其还将分别在2021年和2022年推出两款与艾康尼克七系同平台打造的新车。此外，艾康尼克方面此前曾表示旗下可达到Level 5自动驾驶级别的车型也将在2020年亮相，2023年上市。但上述计划几乎均被搁置。</p><p style=\"text-align: justify;\">直到2022年，纽顿宣布今年将全球总部迁至阿联酋，同时公司品牌也从艾康尼克更名为纽顿。同时，纽顿引入浙江国资，宣布在浙江金华投资新能源汽车超级工厂，计划于2024年实现投产。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1841d34803dfcc02ebb3b8407063e6\" tg-width=\"500\" tg-height=\"333\"/></p><p style=\"text-align: justify;\">纽顿在2022年11月上市纳斯达克时，金华地方国资、阿布扎比皇室均参与了投资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec6f969dde0c92f56809fc22c5521335\" tg-width=\"640\" tg-height=\"334\"/></p><p style=\"text-align: justify;\">截至2023年5月23日，吴楠仍持有纽顿集团77%的投票权。</p><p style=\"text-align: justify;\">值得注意的是，据澎湃新闻报道，<strong>2020年、2021年和2022年，纽顿均无营收</strong>，而其同期的归母净利润亏损分别为1191万美元、1239万美元和4072万美元，净利润亏损分别为1265万美元、1306万美元和4125万美元，资产负债率从2020年的1601.88%骤降至2022年的20.55%。</p><p style=\"text-align: justify;\">截至2022年12月31日，纽顿持有的现金及现金等价物约2.119亿美元，其中受限制现金为14.6万美元。截至2022年末，纽顿的总负债为7197万美元。</p><h2 id=\"id_3282862850\" style=\"text-align: start;\">中东的新能源汽车布局</h2><p style=\"text-align: justify;\">不止是恒大或纽顿，今年以来，一批中国新能源车企都受到了“中东土豪”的亲睐。</p><p style=\"text-align: justify;\">今年6月，阿布扎比投资机构CYVNHoldings宣布对蔚来进行总计约11亿美元的战略投资；同期沙特投资部与电动汽车制造商华人运通( 旗下品牌高合 )签署一项价值210亿沙特里亚尔(约合56亿美元)的协议，双方将成立从事汽车研发、制造与销售的合资企业，这是高合汽车成立以来获得的最大一笔投资协议。</p><p style=\"text-align: justify;\">此外，6月中前途汽车母公司长城华冠与约旦最大的私营公司Manaseer Group签署战略合作协议，双方将共同在约旦建立合资公司。</p><p style=\"text-align: justify;\">为改善经济结构，实现可再生能源转型，近年来中东地区石油国家正在不断加码清洁能源投资，而新能源汽车亦是重中之重.</p><p style=\"text-align: justify;\">华尔街见闻VIP文章此前指出，一直以来，中东国家的经济就与石油深度绑定，<strong>单一的经济结构使其经济状况和财政收入极易受到地缘政治和国际油价波动的影响。</strong></p><p style=\"text-align: justify;\">2014年国际油价的大跌让中东国家痛定思痛，决心改变石油“重度依赖症”，实现经济多样化的发展。</p><p style=\"text-align: justify;\">根据沙特“2030愿景”，将在2030年前投入12万亿沙特里亚尔（约合3.2万亿美元）资金加速经济多元化发展和能源结构转型。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/90ccb82a32b3fcbb0553d40b4a66aef1\" tg-width=\"640\" tg-height=\"635\"/></p><p style=\"text-align: justify;\">从目前投向的行业来看，基于2021年年报，沙特公共投资基金（PIF）的投资重点板块为通信科技、房地产、金融服务和新能源。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cba2d083a745471413b0635440e56f22\" tg-width=\"616\" tg-height=\"430\"/></p><p style=\"text-align: justify;\">另外两家资产管理规模更大的中东主权基金中，阿布扎比投资局(ADIA)偏好电力、通信、机械等制造业，科威特投资局( KIA)青睐汽车、石油、金融、机械。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/138ed7794ff0d78f396da406c14716f1\" tg-width=\"640\" tg-height=\"209\"/></p><p style=\"text-align: justify;\">从市场反应来看，中东资金的加持成为了全球电动车企的“救命稻草”。凭借雄厚的财力中东国家积极参与到新能源领域提振了市场的信心，<strong>但最终能否从“输血”变成“造血”，还要得靠车企自己在竞争愈发激烈的市场中杀出一条血路。</strong></p><p style=\"text-align: justify;\">例如，在获得PIF注资后，美国新能源车企Lucid仍未摆脱“跌跌不休”的困境。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35411fcaceccad326da02fd23cd472ce\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>掏出“36+6”亿救了恒大汽车！“中东土豪”纽顿是谁？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n掏出“36+6”亿救了恒大汽车！“中东土豪”纽顿是谁？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-15 12:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3695536><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“输血”恒大汽车的“中东土豪”，可能是“自己人”？昨夜，恒大集团公告称，恒大汽车获得阿联酋国家主权基金持股的纽顿集团（NWTN Inc.）首笔战略投资5亿美元（约合36亿人民币）。纽顿集团同恒大、许家印、恒大汽车订立协议，将认购恒大汽车已发行股本总额的约27.5%，恒大持有恒大汽车的比例将摊薄至约46.86%，恒大汽车不再与恒大集团并表。另外，纽顿集团签署了过渡期资金支持协议，在满足抵押品完成登记...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3695536\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/18d663cec1bf148bc063b2f6e74297ca","relate_stocks":{"00708":"恒大汽车"},"source_url":"https://wallstreetcn.com/articles/3695536","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1184381431","content_text":"“输血”恒大汽车的“中东土豪”，可能是“自己人”？昨夜，恒大集团公告称，恒大汽车获得阿联酋国家主权基金持股的纽顿集团（NWTN Inc.）首笔战略投资5亿美元（约合36亿人民币）。纽顿集团同恒大、许家印、恒大汽车订立协议，将认购恒大汽车已发行股本总额的约27.5%，恒大持有恒大汽车的比例将摊薄至约46.86%，恒大汽车不再与恒大集团并表。另外，纽顿集团签署了过渡期资金支持协议，在满足抵押品完成登记及备案等先决条件的情况下，将分三笔，向恒大汽车提供总额6亿元人民币的免息及有担保过渡资金，用于恒大汽车的研发、生产及销售业务，将自公告后5个工作日开始陆续支付。而值得注意的是，纽顿集团还将协助恒大汽车开拓海外市场，帮助后者每年向中东市场出口3万-5万辆恒驰汽车。纽顿集团声明称，拟议投资交易预计将今年第四季度完成，但需满足诸多条件，包括但不限于恒大集团债务重组生效、恒大新能源汽车集团若干债权人确认债务偿还计划以及获得相关监管机构和股东批准。有报道称，来自中东的纽顿集团此番“出手”，无疑是在关键时刻向恒大汽车“输血”，“救”了许家印一次。7月底披露的恒大汽车年报显示，集团2021、2022两年亏损共达840亿元；负债总额为1838.72亿元，剔除其中的预收账款33.14亿元后的负债规模为1805.58亿元。截至2022年12月31日止，集团逾期商票累计约185.12亿元。而截至2022年12月31日，恒大汽车总资产为1152.2亿元，已资不抵债。早在今年4月，恒大汽车天津工厂就曾由于资金不足，恒大汽车天津工厂暂缓生产恒驰5。根据恒大汽车彼时预算，恒大汽车若能寻求到超过人民币290亿元融资，这些资金将帮助恒大汽车推出多款旗舰车型，并最终实现量产。纽顿的中国CEO：也有“造车梦”？公开资料显示，纽顿集团是一家总部位于阿联酋迪拜的新能源汽车公司，是阿联酋本土首个获得新能源汽车生产牌照的车企。除新能源汽车外，纽顿集团还接连布局光伏、绿氢、储能等清洁能源产业链，并将成功模式扩展到中东、北非、中国及其他亚洲及欧洲国家。虽然纽顿集团是阿联酋新能源领域的代表企业，但该集团的创始人兼董事长、CEO为中国企业家吴楠，纽顿的多位高管可能也都是中国人。据相关报道，吴楠于2012年进入汽车行业，参与投资创办了黎巴嫩超跑公司W MOTORS，该品牌首款超跑产品Lykan凭借电影《速度与激情7》中穿越迪拜摩天大楼的经典镜头为中国观众与车迷所认知。在投资W MOTORS之后，吴楠与黎巴嫩汽车商Ralph Debbas成立艾康尼克汽车公司，以“新能源超级跑车”品牌的形象，于2016年进入中国市场。2016年，纽顿成立天津天汽集团有限公司，控股股东为包括艾康尼克（天津）投资有限公司，法定代表人为吴楠。2019年，艾康尼克与天津百利机械装备集团有限公司以及天津市静海区政府就天津天汽集团美亚汽车制造有限公司股权转让事宜达成协议，由此获得造车资质。同年，艾康尼克参加上海国际车展并发布了七款概念车型。在那之后，这一品牌就几乎在公众视野内消失。按照艾康尼克此前的规划，其首款产品艾康尼克七系将于2019年正式上市，同时其还将分别在2021年和2022年推出两款与艾康尼克七系同平台打造的新车。此外，艾康尼克方面此前曾表示旗下可达到Level 5自动驾驶级别的车型也将在2020年亮相，2023年上市。但上述计划几乎均被搁置。直到2022年，纽顿宣布今年将全球总部迁至阿联酋，同时公司品牌也从艾康尼克更名为纽顿。同时，纽顿引入浙江国资，宣布在浙江金华投资新能源汽车超级工厂，计划于2024年实现投产。纽顿在2022年11月上市纳斯达克时，金华地方国资、阿布扎比皇室均参与了投资。截至2023年5月23日，吴楠仍持有纽顿集团77%的投票权。值得注意的是，据澎湃新闻报道，2020年、2021年和2022年，纽顿均无营收，而其同期的归母净利润亏损分别为1191万美元、1239万美元和4072万美元，净利润亏损分别为1265万美元、1306万美元和4125万美元，资产负债率从2020年的1601.88%骤降至2022年的20.55%。截至2022年12月31日，纽顿持有的现金及现金等价物约2.119亿美元，其中受限制现金为14.6万美元。截至2022年末，纽顿的总负债为7197万美元。中东的新能源汽车布局不止是恒大或纽顿，今年以来，一批中国新能源车企都受到了“中东土豪”的亲睐。今年6月，阿布扎比投资机构CYVNHoldings宣布对蔚来进行总计约11亿美元的战略投资；同期沙特投资部与电动汽车制造商华人运通( 旗下品牌高合 )签署一项价值210亿沙特里亚尔(约合56亿美元)的协议，双方将成立从事汽车研发、制造与销售的合资企业，这是高合汽车成立以来获得的最大一笔投资协议。此外，6月中前途汽车母公司长城华冠与约旦最大的私营公司Manaseer Group签署战略合作协议，双方将共同在约旦建立合资公司。为改善经济结构，实现可再生能源转型，近年来中东地区石油国家正在不断加码清洁能源投资，而新能源汽车亦是重中之重.华尔街见闻VIP文章此前指出，一直以来，中东国家的经济就与石油深度绑定，单一的经济结构使其经济状况和财政收入极易受到地缘政治和国际油价波动的影响。2014年国际油价的大跌让中东国家痛定思痛，决心改变石油“重度依赖症”，实现经济多样化的发展。根据沙特“2030愿景”，将在2030年前投入12万亿沙特里亚尔（约合3.2万亿美元）资金加速经济多元化发展和能源结构转型。从目前投向的行业来看，基于2021年年报，沙特公共投资基金（PIF）的投资重点板块为通信科技、房地产、金融服务和新能源。另外两家资产管理规模更大的中东主权基金中，阿布扎比投资局(ADIA)偏好电力、通信、机械等制造业，科威特投资局( 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