比尔·阿克曼重仓Meta 去年底新建仓规模达20亿美元

格隆汇02-12

格隆汇2月12日｜据华尔街日报，比尔·阿克曼旗下的潘兴广场在周三一只基金的年度会议上披露，已新建仓Meta Platforms(META.O)，截至2025年底，该持仓占公司资本的10%，按此前披露数据计算，规模约为20亿美元。过去六个月，Meta股价累计下跌约13%，潘兴广场认为，下跌源于投资者对公司在人工智能领域巨额投入的担忧。潘兴广场的投资逻辑部分基于这样一种判断：人工智能将提升Meta的...

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Platforms(META.O)，截至2025年底，该持仓占公司资本的10%，按此前披露数据计算，规模约为20亿美元。过去六个月，Meta股价累计下跌约13%，潘兴广场认为，下跌源于投资者对公司在人工智能领域巨额投入的担忧。潘兴广场的投资逻辑部分基于这样一种判断：人工智能将提升Meta的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212024429a6effd7d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1267930730.SGD","symbol_name":"富兰克林美国机遇基金AS Acc SGD (CPF)","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212024429a6effd7d&s=b","article_id":"2610596867","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212024429a6effd7d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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