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【信息差】直播干货回听

5月19日【盘前】疯王怒骂鲍威尔和沃尔玛;并购重组新规(4个首次);军工;烟酒利空

03 Oct 2025

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5月19日【盘前】疯王怒骂鲍威尔和沃尔玛;并购重组新规(4个首次提出);军工;烟酒利空1)首次建立简易审核程序,时间大幅度缩短了。2)首次调整发行股份购买资产的监管要求3)首次建立分期支付机制。并购的资金压力直接降低了很多。4)首次引入私募基金“反向挂钩”安排。鼓励私募基金参与上市公司并购重组【机器人;AEBS-紧急制动;港口航运;矿产管制;核聚变(非常全,要看)】

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