{"id":565788,"date":"2025-02-10T21:38:53","date_gmt":"2025-02-11T05:38:53","guid":{"rendered":"https:\/\/nai500.com\/?p=565788"},"modified":"2025-02-10T21:38:53","modified_gmt":"2025-02-11T05:38:53","slug":"%e5%a2%9e%e5%8a%a0%e4%b8%ad%e5%9b%bd%e8%82%a1%e7%a5%a8%e5%90%8c%e6%97%b6%e5%87%8f%e6%8c%81%e7%be%8e%e8%82%a1%e7%a7%91%e6%8a%80%e8%82%a1%e4%ba%bf%e4%b8%87%e5%af%8c%e7%bf%81%e6%8a%95%e8%b5%84%e8%80%85","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/02\/%e5%a2%9e%e5%8a%a0%e4%b8%ad%e5%9b%bd%e8%82%a1%e7%a5%a8%e5%90%8c%e6%97%b6%e5%87%8f%e6%8c%81%e7%be%8e%e8%82%a1%e7%a7%91%e6%8a%80%e8%82%a1%e4%ba%bf%e4%b8%87%e5%af%8c%e7%bf%81%e6%8a%95%e8%b5%84%e8%80%85\/","title":{"rendered":"\u589e\u52a0\u4e2d\u56fd\u80a1\u7968\u540c\u65f6\u51cf\u6301\u7f8e\u80a1\u79d1\u6280\u80a1\uff0c\u4ebf\u4e07\u5bcc\u7fc1\u6295\u8d44\u8005\u770b\u597d\u4e2d\u56fd\u5e02\u573a"},"content":{"rendered":"

\u6839\u636e\u5468\u4e00\uff082\u670810\u65e5\uff09\u53d1\u5e03\u7684\u4e00\u4efd\u8bc1\u5238\u6587\u4ef6\uff0c\u5bf9\u51b2\u57fa\u91d1Appaloosa LP\u521b\u59cb\u4ebaDavid Tepper\u57282024\u5e74\u7b2c\u56db\u5b63\u5ea6\u589e\u6301\u4e86\u4e2d\u56fd\u80a1\u7968\uff0c\u963f\u91cc\u5df4\u5df4(BABA)<\/a>\u5df2\u6210\u4e3a\u8be5\u57fa\u91d1\u7684\u6700\u5927\u6301\u4ed3\u3002<\/p>\n

\u663e\u7136\uff0c\u4ebf\u4e07\u5bcc\u7fc1\u6295\u8d44\u8005Tepper\u5728\u8fc7\u53bb\u516d\u4e2a\u6708\u4e2d\u5df2\u6210\u4e3a\u4f4e\u8ff7\u7684\u4e2d\u56fd\u5e02\u573a\u7684\u7c89\u4e1d\u3002\u4ed6\u8ba4\u4e3a\u8fd9\u4e9b\u80a1\u7968\u63d0\u4f9b\u4e86\u76f8\u5bf9\u4e8e\u5176\u98ce\u9669\u800c\u8a00\u6700\u597d\u7684\u6f5c\u5728\u56de\u62a5\u3002<\/p>\n

Tepper\u62e5\u6709\u53ef\u8ffd\u6eaf\u81f3\u4e09\u5341\u5e74\u524d\u7684\u5f3a\u52b2\u6295\u8d44\u8bb0\u5f55\u3002\u534e\u5c14\u8857\u5bc6\u5207\u5173\u6ce8\u7740\u4ed6\u7684\u4e3e\u52a8\u30029 \u6708\uff0c\u6cf0\u73c0\u8868\u793a\u4ed6\u6b63\u5728\u8d2d\u4e70\u4e2d\u56fd\u201c\u6240\u6709\u201d\u80a1\u7968\uff0c\u4e2d\u56fd\u80a1\u7968\u7684\u5e02\u76c8\u7387\u4e3a\u4e2a\u4f4d\u6570\uff0c\u4f46\u6536\u76ca\u589e\u957f\u7387\u4e3a\u201c\u4e24\u4f4d\u6570\u201d\u3002<\/p>\n

Appaloosa \u5728\u5411\u7f8e\u56fd\u8bc1\u5238\u4ea4\u6613\u59d4\u5458\u4f1a\u63d0\u4ea4\u7684\u5b63\u5ea6 13-F \u6587\u4ef6\u4e2d\u62ab\u9732\u4e86\u8d85\u8fc7 60 \u4ebf\u7f8e\u5143\u7684\u80a1\u6743\u6301\u6709\u91cf\u3002\u8be5\u516c\u53f8\u8868\u793a\uff0c\u7b2c\u56db\u5b63\u5ea6\uff0c\u5728\u963f\u91cc\u5df4\u5df4\u7684\u6301\u80a1\u91cf\u589e\u52a018%\u81f3 1180 \u4e07\u80a1\uff0c\u76ee\u524d\u4ef7\u503c\u8d85\u8fc7 12 \u4ebf\u7f8e\u5143\u3002<\/p>\n

\u8be5\u516c\u53f8\u5728\u4eac\u4e1c(JD)<\/a>\u7684\u6301\u80a1\u91cf\u589e\u52a0\u4e86 44%\uff0c\u6301\u80a1\u589e\u81f3 1050 \u4e07\u80a1\uff0c\u6309\u5f53\u524d\u80a1\u4ef7(42\u7f8e\u5143)\u8ba1\u7b97\uff0c\u5e02\u503c\u8d854\u4ebf\u7f8e\u5143\u3002Appaloosa \u5c06\u5728\u4e2d\u56fd\u7535\u5b50\u5546\u52a1\u8fd0\u8425\u5546\u62fc\u591a\u591a\u63a7\u80a1(PDD)<\/a>\u7684\u6301\u80a1\u91cf\u589e\u52a0\u4e86\u7ea6 1%\u81f3 540 \u4e07\u80a1\u3002<\/p>\n

\u8fd9\u4e00\u7cfb\u5217\u589e\u6301\u8868\u660e\uff0cTepper\u5bf9\u4e2d\u56fd\u7535\u5546\u677f\u5757\u5c24\u4e3a\u770b\u597d\uff0c\u7279\u522b\u662f\u5728\u963f\u91cc\u5df4\u5df4\u3001\u4eac\u4e1c\u548c\u62fc\u591a\u591a\u7b49\u4f01\u4e1a\u80a1\u4ef7\u4f4e\u8ff7\u7684\u80cc\u666f\u4e0b\uff0c\u4ed6\u8ba4\u4e3a\u5e02\u573a\u4f4e\u4f30\u4e86\u8fd9\u4e9b\u516c\u53f8\u7684\u589e\u957f\u6f5c\u529b\u3002<\/p>\n

\u9664\u4e86\u52a0\u4ed3\u4e2d\u56fd\u5e02\u573a\uff0cTepper\u8fd8\u5bf9\u7f8e\u80a1\u79d1\u6280\u5de8\u5934\u8fdb\u884c\u4e86\u51cf\u6301\u3002\u8be5\u516c\u53f8\u628a\u5728 Meta Platforms \u548c\u4e9a\u9a6c\u900a\u7684\u6301\u80a1\u91cf\u5747\u51cf\u5c11\u4e86\u7ea6 20%\u3002\u622a\u81f32024\u5e74\u5e74\u5e95\uff0c\u8be5\u516c\u53f8\u6301\u6709\u4e9a\u9a6c\u900a 260 \u4e07\u80a1\uff0c\u4ef7\u503c 5.7 \u4ebf\u7f8e\u5143\uff1b\u6301\u670949 \u4e07\u80a1Meta\u80a1\u7968\uff0c\u4ef7\u503c 2.87 \u4ebf\u7f8e\u5143\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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