{"id":483259,"date":"2024-01-12T22:38:49","date_gmt":"2024-01-13T06:38:49","guid":{"rendered":"https:\/\/nai500.com\/?p=483259"},"modified":"2024-01-13T01:55:17","modified_gmt":"2024-01-13T09:55:17","slug":"%e4%ba%bf%e4%b8%87%e5%af%8c%e7%bf%81%e6%8a%95%e8%b5%84%e8%80%85%e6%af%94%e5%b0%94%e9%98%bf%e5%85%8b%e6%9b%bc-34-%e7%9a%84%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88%e9%9b%86%e4%b8%ad%e5%9c%a8%e4%b8%a4","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2024\/01\/%e4%ba%bf%e4%b8%87%e5%af%8c%e7%bf%81%e6%8a%95%e8%b5%84%e8%80%85%e6%af%94%e5%b0%94%e9%98%bf%e5%85%8b%e6%9b%bc-34-%e7%9a%84%e6%8a%95%e8%b5%84%e7%bb%84%e5%90%88%e9%9b%86%e4%b8%ad%e5%9c%a8%e4%b8%a4\/","title":{"rendered":"\u4ebf\u4e07\u5bcc\u7fc1\u6295\u8d44\u8005\u6bd4\u5c14\u00b7\u963f\u514b\u66fc34%\u7684\u6295\u8d44\u7ec4\u5408\u96c6\u4e2d\u5728\u4e24\u53ea\u6210\u957f\u80a1\u4e0a"},"content":{"rendered":"

Alphabet\u548cChipotle\u90fd\u662f\u5404\u81ea\u884c\u4e1a\u7684\u9886\u5bfc\u8005\uff0c\u4ebf\u4e07\u5bcc\u7fc1\u6295\u8d44\u8005\u6bd4\u5c14\u00b7\u963f\u514b\u66fc(Bill Ackman)\u663e\u7136\u770b\u5230\u4e86\u8fd9\u4e24\u53ea\u6210\u957f\u80a1\u7684\u4e0a\u6da8\u7a7a\u95f4\u3002<\/p>\n

\u6bd4\u5c14\u00b7\u963f\u514b\u66fc\u7ecf\u8425\u7740\u8d44\u672c\u7ba1\u7406\u516c\u53f8Pershing Square Capital Management\u3002\u4ed6\u6700\u51fa\u540d\u7684\u6216\u8bb8\u662f\u5728\u5eb7\u5b9d\u83b1\uff08Herbalife\uff09\u7684\u707e\u96be\u6027\u7a7a\u5934\u5934\u5bf8\uff0c\u8fd9\u5bb6\u8425\u517b\u54c1\u516c\u53f8\u88ab\u4ed6\u79f0\u4e3a\u91d1\u5b57\u5854\u9a97\u5c40\u3002\u963f\u514b\u66fc\u57282012\u5e74\u5bf9\u5eb7\u5b9d\u83b1\u8fdb\u884c\u4e8610\u4ebf\u7f8e\u5143\u7684\u62bc\u6ce8\uff0c\u9884\u8ba1\u8be5\u80a1\u5c06\u8dcc\u81f3\u96f6\uff0c\u4f46\u5f53\u4ed6\u57282018\u5e74\u9000\u51fa\u8be5\u4ed3\u4f4d\u65f6\uff0c\u5eb7\u5b9d\u83b1\u7684\u80a1\u4ef7\u5df2\u7ecf\u7ffb\u4e86\u4e00\u756a\u3002<\/p>\n

\u7136\u800c\uff0c\u963f\u514b\u66fc\u5728\u5e02\u573a\u4e0a\u4e5f\u505a\u51fa\u4e86\u4e00\u4e9b\u51fa\u8272\u7684\u4e3e\u52a8\u3002\u4e8b\u5b9e\u4e0a\uff0c\u4ed6\u7684\u5bf9\u51b2\u57fa\u91d1\u5728\u8fc7\u53bb\u4e94\u5e74\u7684\u56de\u62a5\u7387\u4e3a288%\uff0c\u8f7b\u677e\u8d85\u8fc7\u6807\u51c6\u666e\u5c14500\u6307\u6570107%\u7684\u6da8\u5e45\u3002\u8fd9\u79cd\u51fa\u8272\u7684\u8868\u73b0\u4f7f\u963f\u514b\u66fc\u6210\u4e3a\u4e00\u4f4d\u503c\u5f97\u7814\u7a76\u7684\u6295\u8d44\u8005\u3002<\/p>\n

\u8003\u8651\u5230\u8fd9\u4e00\u70b9\uff0c\u622a\u81f3\u53bb\u5e749\u6708\u7ed3\u675f\u7684\u5b63\u5ea6\uff0c\u4ed6\u7684\u6295\u8d44\u7ec4\u5408\u768434%\u6295\u8d44\u4e8e\u4e24\u5bb6\u516c\u53f8\uff1a17%\u5206\u914d\u7ed9Alphabet (GOOG)<\/a>\uff0c\u53e6\u591617%\u6295\u8d44\u4e8eChipotle Mexican Grill (CMG)<\/a>\u3002\u963f\u514b\u66fc\u6e05\u695a\u5730\u8868\u660e\u4e86\u5bf9\u8fd9\u4e9b\u4e1a\u52a1\u7684\u9ad8\u5ea6\u4fe1\u5fc3\u3002<\/p>\n

Alphabet<\/h2>\n

Alphabet\u5b50\u516c\u53f8\u8c37\u6b4c\u672c\u8d28\u4e0a\u662f\u4e92\u8054\u7f51\u7684\u5165\u53e3\u3002\u8be5\u516c\u53f8\u62e5\u6709\u516d\u79cd\u4ea7\u54c1\uff0c\u8986\u76d6\u8d85\u8fc720\u4ebf\u7528\u6237\uff0c\u5305\u62ec\u9886\u5148\u7684\u4e92\u8054\u7f51\u641c\u7d22\u5f15\u64ce\uff08Google\u641c\u7d22\uff09\u3001\u6700\u53d7\u6b22\u8fce\u7684\u7f51\u7edc\u6d4f\u89c8\u5668\uff08Chrome\uff09\u4ee5\u53ca\u9876\u7ea7\u6d41\u5a92\u4f53\u5e73\u53f0\uff08YouTube\uff09\u3002\u4e3a\u6b64\uff0c\u8c37\u6b4c\u4e0e\u4efb\u4f55\u5176\u4ed6\u516c\u53f8\u4e0d\u540c\uff0c\u5b83\u901a\u8fc7\u4e92\u8054\u7f51\u5438\u5f15\u6d88\u8d39\u8005\u5e76\u83b7\u53d6\u6570\u636e\u3002\u7b80\u800c\u8a00\u4e4b\uff0c\u8c37\u6b4c\u62e5\u6709\u7f51\u7edc\u5e73\u53f0\u3001\u884c\u4e3a\u6570\u636e\u548c\u6280\u672f\u77e5\u8bc6\uff0c\u53ef\u4ee5\u901a\u8fc7\u76f8\u5173\u5e7f\u544a\u5438\u5f15\u6d88\u8d39\u8005\uff0c\u8fd9\u81ea\u7136\u800c\u7136\u5730\u8f6c\u5316\u4e3a\u5e7f\u544a\u6280\u672f\u7684\u9886\u5bfc\u5730\u4f4d\u3002<\/p>\n

Alphabet\u5728\u7b2c\u4e09\u8d22\u5b63\u516c\u5e03\u4e86\u76f8\u5f53\u4e0d\u9519\u7684\u8d22\u52a1\u4e1a\u7ee9\u3002\u6536\u5165\u540c\u6bd4\u589e\u957f11%\u81f3767\u4ebf\u7f8e\u5143\uff0cGAAP\u51c0\u5229\u6da6\u589e\u957f42%\u81f3197\u4ebf\u7f8e\u5143\u3002<\/p>\n

\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0c\u8be5\u80a1\u76ee\u524d6.2\u500d\u7684\u5e02\u9500\u7387\u770b\u8d77\u6765\u5f88\u5408\u7406\uff0c\u5c24\u5176\u662f\u8003\u8651\u5230\u4e09\u5e74\u5e73\u5747\u6c34\u5e73\u4e3a6.4\u500d\u3002<\/p>\n

Chipotle Mexican Grill<\/h2>\n

Chipotle\u7ecf\u8425\u77403300\u591a\u5bb6\u5feb\u9910\u4f11\u95f2\u9910\u5385\u3002Chipotle\u53ea\u91c7\u8d2d\u8d1f\u8d23\u4efb\u9972\u517b\u7684\u8089\u7c7b\uff08\u4e0d\u542b\u6fc0\u7d20\u6216\u6297\u751f\u7d20\uff09\u548c\u6709\u673a\u79cd\u690d\u7684\u519c\u4ea7\u54c1\uff0c\u5e76\u4e14\u53ea\u4f7f\u7528\u771f\u6b63\u7684\u6210\u5206\uff08\u4e0d\u542b\u9632\u8150\u5242\u6216\u4eba\u9020\u9999\u6599\uff09\u3002<\/p>\n

Chipotle\u516c\u5e03\u4e86\u7b2c\u4e09\u8d22\u5b63\u5f3a\u52b2\u7684\u8d22\u52a1\u4e1a\u7ee9\uff0c\u8425\u6536\u6ee1\u8db3\u9884\u671f\uff0c\u540c\u65f6\u5229\u6da6\u8d85\u51fa\u9884\u671f\u3002\u7ba1\u7406\u5c42\u5c06\u540c\u5e97\u9500\u552e\u989d\u589e\u957f5%\u5f52\u56e0\u4e8e\u66f4\u591a\u7684\u4ea4\u6613\u548c\u5b9a\u4ef7\u80fd\u529b\uff0c\u6536\u5165\u589e\u957f11%\u81f325\u4ebf\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u7531\u4e8e\u80a1\u7968\u56de\u8d2d\u548c\u8425\u4e1a\u5229\u6da6\u7387\u589e\u957f\uff0cGAAP\u51c0\u5229\u6da6\u589e\u957f\u4e8623%\uff0c\u7a00\u91ca\u540e\u6bcf\u80a1\u6536\u76ca11.32\u7f8e\u5143\u3002<\/p>\n

\u5c55\u671b\u672a\u6765\uff0cChipotle\u8ba1\u5212\u4eca\u5e74\u5f00\u8bbe285\u81f3315\u5bb6\u65b0\u9910\u5385\uff0c\u9ad8\u4e8e\u53bb\u5e74\u7684255\u81f3285\u5bb6\uff0c\u8be5\u516c\u53f8\u5e0c\u671b\u57282025\u5e74\u5c06\u4e1a\u52a1\u8303\u56f4\u6269\u592710%\u3002\u8fd9\u4e3a\u672a\u6765\u51e0\u5e74\u7684\u7a33\u5065\u589e\u957f\u5960\u5b9a\u4e86\u57fa\u7840\u3002\u4e8b\u5b9e\u4e0a\uff0c\u534e\u5c14\u8857\u7684\u5171\u8bc6\u662f\uff0c\u5728\u672a\u6765\u4e09\u5230\u4e94\u5e74\u5185\u6bcf\u80a1\u6536\u76ca\u6bcf\u5e74\u589e\u957f23%\u3002<\/p>\n

\u5728\u8fd9\u79cd\u80cc\u666f\u4e0b\uff0cChipotle\u76ee\u524d54\u500d\u5e02\u76c8\u7387\u7684\u4f30\u503c\u770b\u8d77\u6765\u4ecd\u7136\u6709\u70b9\u6602\u8d35\uff0c\u4f46\u6295\u8d44\u8005\u5e94\u8be5\u8bb0\u4f4f\uff0c\u8fd9\u4e2a\u6ea2\u4ef7\u8ba9Chipotle\u6210\u4e3a\u4e00\u5bb6\u4e00\u6d41\u516c\u53f8\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

Alphabet\u548cChipotle\u90fd\u662f\u5404\u81ea\u884c\u4e1a\u7684\u9886\u5bfc\u8005\uff0c\u4ebf\u4e07\u5bcc\u7fc1\u6295\u8d44\u8005\u6bd4\u5c14\u00b7\u963f\u514b\u66fc(Bill Ackman)\u663e […]<\/p>\n","protected":false},"author":9,"featured_media":483260,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[427],"tags":[1787,2125,2155,668],"class_list":["post-483259","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hans","tag-1787","tag-2125","tag-2155","tag-668","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\/483259","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=483259"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/483259\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/483260"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=483259"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=483259"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=483259"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}