美国钢铁:与日本制铁的合并会完成
关税引发市场动荡时,Third Point 加大了事件驱动和风险套利仓位。勒布说他们重仓美国钢铁,认为基于合并的产业逻辑,以及对「美国优先」再工业化计划的好处,它与日本制铁的合并会完成。(下一季度信中,他说日本制铁完成收购是当季业绩的亮点。)
We have a meaningful investment in U.S. Steel, which we believe will complete its planned merger with Nippon Steel based on the industrial logic behind the combination, and benefits to “America First” re-industrialization plans.