{"id":453369,"date":"2023-02-28T21:55:25","date_gmt":"2023-03-01T05:55:25","guid":{"rendered":"https:\/\/nai500.com\/?p=453369"},"modified":"2023-02-28T21:55:25","modified_gmt":"2023-03-01T05:55:25","slug":"%e4%ba%bf%e4%b8%87%e5%af%8c%e7%bf%81%e6%8a%95%e8%b5%84%e8%80%85%e4%b8%80%e5%b9%b4%e7%8b%82%e8%b5%9a%e4%b8%8a%e4%ba%bf%e7%be%8e%e5%85%83%e9%9d%a0%e7%9a%84%e6%98%af%e4%bb%80%e4%b9%88","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/02\/%e4%ba%bf%e4%b8%87%e5%af%8c%e7%bf%81%e6%8a%95%e8%b5%84%e8%80%85%e4%b8%80%e5%b9%b4%e7%8b%82%e8%b5%9a%e4%b8%8a%e4%ba%bf%e7%be%8e%e5%85%83%e9%9d%a0%e7%9a%84%e6%98%af%e4%bb%80%e4%b9%88\/","title":{"rendered":"\u4ebf\u4e07\u5bcc\u7fc1\u6295\u8d44\u8005\u4e00\u5e74\u72c2\u8d5a\u4e0a\u4ebf\u7f8e\u5143\uff0c\u9760\u7684\u662f\u4ec0\u4e48\uff1f"},"content":{"rendered":"<ul>\n<li>Pershing Square Capital Management\u81ea2004\u5e74\u6210\u7acb\u4ee5\u6765\u4e00\u76f4\u8dd1\u8d62\u5e02\u573a\u3002<\/li>\n<li>\u6301\u6709\u80fd\u591f\u4ea7\u751f\u53ef\u9760\u88ab\u52a8\u6536\u5165\u7684\u80a1\u7968\u53ef\u80fd\u662f\u4e00\u79cd\u660e\u667a\u7684\u6295\u8d44\u7b56\u7565\u3002<\/li>\n<\/ul>\n<p>\u6bd4\u5c14\u00b7\u963f\u514b\u66fc(Bill Ackman)\u7684\u57fa\u91d1Pershing Square Capital Management\u4ec5\u62e5\u6709\u516d\u53ea\u80a1\u7968\uff0c\u4f46\u5176\u4e2d\u51e0\u53ea\u80a1\u7968\u4ea7\u751f\u88ab\u52a8\u6536\u5165\u3002<\/p>\n<p>\u4f5c\u4e3a\u4e00\u540d\u6295\u8d44\u8005\uff0c\u6bd4\u5c14\u00b7\u963f\u514b\u66fc\u8868\u73b0\u51fa\u8272\u3002\u4ed6\u4e0d\u4ec5\u5728\u804c\u4e1a\u751f\u6daf\u4e2d\u79ef\u7d2f\u4e86\u8d22\u5bcc\u5e76\u6210\u4e3a\u4ebf\u4e07\u5bcc\u7fc1\uff0c\u800c\u4e14\u4ed6\u7684\u57fa\u91d1Pershing Square Capital Management\u81ea2004\u5e74\u63a8\u51fa\u4ee5\u6765\u5e74\u5316\u56de\u62a5\u7387\u8fbe\u523017%\u3002<\/p>\n<p>\u867d\u7136\u963f\u514b\u66fc\u4ece\u672a\u88ab\u79f0\u4e3a\u80a1\u606f\u6295\u8d44\u8005\uff0c\u4f46\u591a\u5e74\u6765\u4ed6\u80af\u5b9a\u8d2d\u4e70\u4e86\u80a1\u606f\u4e30\u539a\u7684\u80a1\u7968\u3002<\/p>\n<p>\u76ee\u524d\uff0cPershing Square Capital Management \u4ec5\u62e5\u6709\u5927\u7ea66\u53ea\u80a1\u7968\uff0c\u5176\u4e2d\u4e24\u53ea\u7684\u5e74\u88ab\u52a8\u6536\u5165\u9ad8\u8fbe9700\u4e07\u7f8e\u5143\u3002\u8ba9\u6211\u4eec\u6765\u770b\u770b\u8fd9\u4e24\u53ea\u80a1\u606f\u80a1\u7968\uff0c\u770b\u770b\u5b83\u4eec\u662f\u5426\u4e5f\u4f1a\u6210\u4e3a\u9002\u5408\u6295\u8d44\u8005\u7684\u597d\u80a1\u606f\u80a1\u7968\u3002<\/p>\n<h2>1. Restaurant Brands International\uff1a\u5e74\u5ea6\u80a1\u606f\u6536\u51655320\u4e07\u7f8e\u5143<\/h2>\n<p>\u4f5c\u4e3a\u5168\u7403\u6700\u5927\u7684\u5feb\u9910\u8fde\u9501\u5e97\u4e4b\u4e00\uff0c<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=QSR\">Restaurant Brands International<\/a> (\u7b80\u79f0\u201cRBI\u201d) \u5728 Pershing Square Capital Management \u7684\u6295\u8d44\u7ec4\u5408\u4e2d\u6392\u540d\u7b2c\u4e8c\uff0c \u65d7\u4e0b\u62e5\u6709Tim Horton&#8217;s\u3001Popeye&#8217;s \u548c Firehouse Subs\u7b49\u54c1\u724c\u3002 Pershing \u62e5\u6709\u7ea6 2420 \u4e07\u80a1RBI\u80a1\u7968\uff0cRBI \u652f\u4ed8 0.55 \u7f8e\u5143\u7684\u5b63\u5ea6\u80a1\u606f\uff08\u6bcf\u5e74 2.20 \u7f8e\u5143\uff09\uff0c\u5982\u679c Pershing \u4fdd\u6301\u76f8\u540c\u6301\u80a1\u6570\u91cf\uff0c\u76f8\u5f53\u4e8e\u5e74\u5ea6\u88ab\u52a8\u6536\u5165\u7ea6 5320 \u4e07\u7f8e\u5143\u3002<\/p>\n<p>RBI\u76ee\u524d\u7684\u6d3e\u606f\u7387\u8d85\u8fc7 96%\uff0c\u6839\u636e\u5e02\u573a\u666e\u904d\u9884\u671f\uff0c\u76ee\u524d\u9884\u8ba1\u4eca\u5e74\u7684\u5229\u6da6\u5c06\u7565\u6709\u4e0b\u964d\uff0c\u8be5\u9884\u6d4b\u53ef\u80fd\u4f1a\u7ecf\u5e38\u53d1\u751f\u53d8\u5316\u3002 \u56e0\u6b64\uff0c\u8be5\u80a1\u7684\u80a1\u606f\u6709\u53ef\u80fd\u5c06\u7ee7\u7eed\u50cf\u6700\u8fd1\u51e0\u5e74\u90a3\u6837\u4ee5\u6781\u5c0f\u7684\u589e\u5e45\u589e\u957f\uff0c\u4f46\u6536\u76ca\u7387\u5f88\u7a33\u5b9a\u3002<\/p>\n<h2>2.\u52b3\u6c0f\uff1a\u5e74\u5ea6\u80a1\u606f\u6536\u51654370\u4e07\u7f8e\u5143<\/h2>\n<p>\u5bb6\u5c45\u88c5\u4fee\u96f6\u552e\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=LOW\"> Lowe&#8217;s\uff08LOW\uff09<\/a>\u662f Pershing \u6295\u8d44\u7ec4\u5408\u4e2d\u7684\u6700\u5927\u5934\u5bf8\u3002 \u5230 2022 \u5e74\u5e95\uff0cPershing \u62e5\u6709\u5927\u7ea6 1040 \u4e07\u80a1Lowe&#8217;s\u80a1\u7968\uff0cLowe&#8217;s \u7684\u5b63\u5ea6\u80a1\u606f\u4e3a\u6bcf\u80a1 1.05 \u7f8e\u5143\uff08\u6bcf\u5e74 4.20 \u7f8e\u5143\uff09\uff0c\u5e74\u5ea6\u80a1\u606f\u6536\u5165\u5927\u7ea6 4370 \u4e07\u7f8e\u5143\u3002<\/p>\n<p>\u52b3\u6c0f (Lowe&#8217;s) \u5df2\u7ecf\u8fde\u7eed48\u5e74\u652f\u4ed8\u5e76\u589e\u52a0\u4e86\u80a1\u606f\uff0c\u8fd9\u610f\u5473\u7740\u5b83\u5373\u5c06\u6210\u4e3a\u80a1\u606f\u4e4b\u738b\u3002<\/p>\n<p>\u8fd1\u5e74\u6765\uff0c\u52b3\u6c0f\u5728\u589e\u52a0\u80a1\u606f\u65b9\u9762\u53d8\u5f97\u66f4\u52a0\u79ef\u6781\u3002 2021 \u5e74\uff0c\u5b63\u5ea6\u80a1\u606f\u589e\u957f\u4e86\u7ea6 33%\uff0c\u53bb\u5e74\u80a1\u606f\u7387\u589e\u957f\u4e86 31% \u4ee5\u4e0a\u3002 \u52b3\u6c0f\u76ee\u524d\u7684\u5e74\u80a1\u606f\u6536\u76ca\u7387\u4e3a 1.95%\u3002<\/p>\n<p>\u5728\u622a\u81f3 2022 \u5e74 10 \u6708 28 \u65e5\u7684\u4e5d\u4e2a\u6708\u91cc\uff0cLowe&#8217;s \u4ece\u7ecf\u8425\u6d3b\u52a8\u4e2d\u4ea7\u751f\u4e86\u7ea6 81 \u4ebf\u7f8e\u5143\u7684\u73b0\u91d1\uff0c\u652f\u4ed8\u4e86\u8d85\u8fc7 17 \u4ebf\u7f8e\u5143\u7684\u73b0\u91d1\u80a1\u606f\uff0c\u5e76\u5728\u8be5\u671f\u95f4\u672b\u62e5\u6709\u8fd1 32 \u4ebf\u7f8e\u5143\u7684\u73b0\u91d1\u548c\u73b0\u91d1\u7b49\u4ef7\u7269\u3002\u9274\u4e8e\u7ba1\u7406\u5c42\u652f\u4ed8\u80a1\u606f\u7684\u8bb0\u5f55\u3001\u8fd1\u671f\u80a1\u606f\u7684\u589e\u957f\u7387\u4ee5\u53ca\u6d3e\u606f\u7387\uff0c\u8fd9\u662f\u4e00\u53ea\u503c\u5f97\u6301\u6709\u7684\u597d\u80a1\u606f\u80a1\u7968\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Pershing Square Capital Management\u81ea2004\u5e74\u6210\u7acb\u4ee5\u6765\u4e00\u76f4\u8dd1\u8d62\u5e02\u573a\u3002 \u6301\u6709\u80fd [&hellip;]<\/p>\n","protected":false},"author":9,"featured_media":453370,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[1787,1859,2140,522],"class_list":["post-453369","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-1787","tag-1859","tag-2140","tag-522","sectors-financial-products-zh-hans","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/453369","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=453369"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/453369\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/453370"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=453369"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=453369"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=453369"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}