CGABL 最新10-Q变化

相对上期新增的文字 · 来源:10-Q · 2026-05-08

• The commencement of hostilities in the Middle East and the closure of the Strait of Hormuz have not yet manifested as

• visible economic damage. However, risks to the global economy remain elevated as the conflict in the Middle East persists, and

• those risks will continue to rise for as long as the Strait remains effectively shut. Approximately 20% of global crude oil, 20%

• of global liquid natural gas (“LNG”), 30% of global helium supplies, and 50% of global stocks of urea, the most widely used

• nitrogenous fertilizer, transit the Strait. For the industrial sector, energy looms large, but for many businesses beyond this

相对上期删除的文字 · 来源:10-Q · 2025-11-07

• The third quarter of 2025 was one of continued optimism across markets. In the U.S., the S&P 500 and NASDAQ

• sustained their upward climb, returning 8% and 11%, respectively. Broad enthusiasm for AI continues to drive sharp price

• action, with just ten stocks accounting for 40% of U.S. stock market capitalization, the highest degree of concentration on

• record. Moreover, eight of those companies operate in roughly the same sector and the earnings prospects of seven of them are

• highly leveraged to AI. Relatively modest declines in data center capacity utilization, or extensions of AI monetization