{"id":483263,"date":"2024-01-12T22:38:49","date_gmt":"2024-01-13T06:38:49","guid":{"rendered":"https:\/\/nai500.com\/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\/"},"modified":"2024-01-13T01:55:31","modified_gmt":"2024-01-13T09:55:31","slug":"%e5%84%84%e8%90%ac%e5%af%8c%e7%bf%81%e6%8a%95%e8%b3%87%e8%80%85%e6%af%94%e7%88%be%c2%b7%e9%98%bf%e5%85%8b%e6%9b%bc-34-%e7%9a%84%e6%8a%95%e8%b3%87%e7%b5%84%e5%90%88%e9%9b%86%e4%b8%ad%e5%9c%a8%e5%85%a9","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/01\/%e5%84%84%e8%90%ac%e5%af%8c%e7%bf%81%e6%8a%95%e8%b3%87%e8%80%85%e6%af%94%e7%88%be%c2%b7%e9%98%bf%e5%85%8b%e6%9b%bc-34-%e7%9a%84%e6%8a%95%e8%b3%87%e7%b5%84%e5%90%88%e9%9b%86%e4%b8%ad%e5%9c%a8%e5%85%a9\/","title":{"rendered":"\u5104\u842c\u5bcc\u7fc1\u6295\u8cc7\u8005\u6bd4\u723e\u00b7\u963f\u514b\u66fc34%\u7684\u6295\u8cc7\u7d44\u5408\u96c6\u4e2d\u5728\u5169\u96bb\u6210\u9577\u80a1\u4e0a"},"content":{"rendered":"

Alphabet\u548cChipotle\u90fd\u662f\u5404\u81ea\u884c\u696d\u7684\u9818\u5c0e\u8005\uff0c\u5104\u842c\u5bcc\u7fc1\u6295\u8cc7\u8005\u6bd4\u723e\u00b7\u963f\u514b\u66fc(Bill Ackman)\u986f\u7136\u770b\u5230\u4e86\u9019\u5169\u96bb\u6210\u9577\u80a1\u7684\u4e0a\u6f32\u7a7a\u9593\u3002<\/p>\n

\u6bd4\u723e\u00b7\u963f\u514b\u66fc\u7d93\u71df\u8457\u8cc7\u672c\u7ba1\u7406\u516c\u53f8Pershing Square Capital Management\u3002\u4ed6\u6700\u51fa\u540d\u7684\u6216\u8a31\u662f\u5728\u5eb7\u5bf6\u840a\uff08Herbalife\uff09\u7684\u707d\u96e3\u6027\u7a7a\u982d\u982d\u5bf8\uff0c\u9019\u5bb6\u71df\u990a\u54c1\u516c\u53f8\u88ab\u4ed6\u7a31\u70ba\u91d1\u5b57\u5854\u9a19\u5c40\u3002\u963f\u514b\u66fc\u57282012\u5e74\u5c0d\u5eb7\u5bf6\u840a\u9032\u884c\u4e8610\u5104\u7f8e\u5143\u7684\u62bc\u6ce8\uff0c\u9810\u8a08\u8a72\u80a1\u5c07\u8dcc\u81f3\u96f6\uff0c\u4f46\u7576\u4ed6\u57282018\u5e74\u9000\u51fa\u8a72\u5009\u4f4d\u6642\uff0c\u5eb7\u5bf6\u840a\u7684\u80a1\u50f9\u5df2\u7d93\u7ffb\u4e86\u4e00\u756a\u3002<\/p>\n

\u7136\u800c\uff0c\u963f\u514b\u66fc\u5728\u5e02\u5834\u4e0a\u4e5f\u505a\u51fa\u4e86\u4e00\u4e9b\u51fa\u8272\u7684\u8209\u52d5\u3002\u4e8b\u5be6\u4e0a\uff0c\u4ed6\u7684\u5c0d\u6c96\u57fa\u91d1\u5728\u904e\u53bb\u4e94\u5e74\u7684\u56de\u5831\u7387\u70ba288%\uff0c\u8f15\u9b06\u8d85\u904e\u6a19\u6e96\u666e\u723e500\u6307\u6578107%\u7684\u6f32\u5e45\u3002\u9019\u7a2e\u51fa\u8272\u7684\u8868\u73fe\u4f7f\u963f\u514b\u66fc\u6210\u70ba\u4e00\u4f4d\u503c\u5f97\u7814\u7a76\u7684\u6295\u8cc7\u8005\u3002<\/p>\n

\u8003\u616e\u5230\u9019\u4e00\u9ede\uff0c\u622a\u81f3\u53bb\u5e749\u6708\u7d50\u675f\u7684\u5b63\u5ea6\uff0c\u4ed6\u7684\u6295\u8cc7\u7d44\u5408\u768434%\u6295\u8cc7\u65bc\u5169\u5bb6\u516c\u53f8\uff1a17%\u5206\u914d\u7d66Alphabet (GOOG)<\/a>\uff0c\u53e6\u591617%\u6295\u8cc7\u65bcChipotle Mexican Grill (CMG)<\/a>\u3002\u963f\u514b\u66fc\u6e05\u695a\u5730\u8868\u660e\u77ad\u5c0d\u9019\u4e9b\u696d\u52d9\u7684\u9ad8\u5ea6\u4fe1\u5fc3\u3002<\/p>\n

Alphabet<\/h2>\n

Alphabet\u5b50\u516c\u53f8\u8c37\u6b4c\u672c\u8cea\u4e0a\u662f\u4e92\u806f\u7db2\u7684\u5165\u53e3\u3002\u8a72\u516c\u53f8\u64c1\u6709\u516d\u7a2e\u7522\u54c1\uff0c\u8986\u84cb\u8d85\u904e20\u5104\u7528\u6236\uff0c\u5305\u62ec\u9818\u5148\u7684\u4e92\u806f\u7db2\u641c\u7d22\u5f15\u64ce\uff08Google\u641c\u7d22\uff09\u3001\u6700\u53d7\u6b61\u8fce\u7684\u7db2\u7d61\u700f\u89bd\u5668\uff08Chrome\uff09\u4ee5\u53ca\u9802\u7d1a\u6d41\u5a92\u9ad4\u5e73\u81fa\uff08YouTube\uff09\u3002\u70ba\u6b64\uff0c\u8c37\u6b4c\u8207\u4efb\u4f55\u5176\u4ed6\u516c\u53f8\u4e0d\u540c\uff0c\u5b83\u901a\u904e\u4e92\u806f\u7db2\u5438\u5f15\u6d88\u8cbb\u8005\u4e26\u7372\u53d6\u6578\u64da\u3002\u7c21\u800c\u8a00\u4e4b\uff0c\u8c37\u6b4c\u64c1\u6709\u7db2\u7d61\u5e73\u81fa\u3001\u884c\u70ba\u6578\u64da\u548c\u6280\u8853\u77e5\u8b58\uff0c\u53ef\u4ee5\u901a\u904e\u76f8\u95dc\u5ee3\u544a\u5438\u5f15\u6d88\u8cbb\u8005\uff0c\u9019\u81ea\u7136\u800c\u7136\u5730\u8f49\u5316\u70ba\u5ee3\u544a\u6280\u8853\u7684\u9818\u5c0e\u5730\u4f4d\u3002<\/p>\n

Alphabet\u5728\u7b2c\u4e09\u8ca1\u5b63\u516c\u4f48\u4e86\u76f8\u7576\u4e0d\u932f\u7684\u8ca1\u52d9\u696d\u7e3e\u3002\u6536\u5165\u540c\u6bd4\u589e\u957711%\u81f3767\u5104\u7f8e\u5143\uff0cGAAP\u6de8\u5229\u6f64\u589e\u957742%\u81f3197\u5104\u7f8e\u5143\u3002<\/p>\n

\u5728\u9019\u7a2e\u80cc\u666f\u4e0b\uff0c\u8a72\u80a1\u76ee\u524d6.2\u500d\u7684\u5e02\u92b7\u7387\u770b\u8d77\u4f86\u5f88\u5408\u7406\uff0c\u5c24\u5176\u662f\u8003\u616e\u5230\u4e09\u5e74\u5e73\u5747\u6c34\u5e73\u70ba6.4\u500d\u3002<\/p>\n

Chipotle Mexican Grill<\/h2>\n

Chipotle\u7d93\u71df\u84573300\u591a\u5bb6\u5feb\u9910\u4f11\u9592\u9910\u5ef3\u3002Chipotle\u53ea\u63a1\u8cfc\u8ca0\u8cac\u4efb\u98fc\u990a\u7684\u8089\u985e\uff08\u4e0d\u542b\u6fc0\u7d20\u6216\u6297\u751f\u7d20\uff09\u548c\u6709\u6a5f\u7a2e\u690d\u7684\u8fb2\u7522\u54c1\uff0c\u4e26\u4e14\u53ea\u4f7f\u7528\u771f\u6b63\u7684\u6210\u5206\uff08\u4e0d\u542b\u9632\u8150\u5291\u6216\u4eba\u9020\u9999\u6599\uff09\u3002<\/p>\n

Chipotle\u516c\u4f48\u4e86\u7b2c\u4e09\u8ca1\u5b63\u5f37\u52c1\u7684\u8ca1\u52d9\u696d\u7e3e\uff0c\u71df\u6536\u6eff\u8db3\u9810\u671f\uff0c\u540c\u6642\u5229\u6f64\u8d85\u51fa\u9810\u671f\u3002\u7ba1\u7406\u5c64\u5c07\u540c\u5e97\u92b7\u552e\u984d\u589e\u95775%\u6b78\u56e0\u65bc\u66f4\u591a\u7684\u4ea4\u6613\u548c\u5b9a\u50f9\u80fd\u529b\uff0c\u6536\u5165\u589e\u957711%\u81f325\u5104\u7f8e\u5143\u3002\u6b64\u5916\uff0c\u7531\u65bc\u80a1\u7968\u56de\u8cfc\u548c\u71df\u696d\u5229\u6f64\u7387\u589e\u9577\uff0cGAAP\u6de8\u5229\u6f64\u589e\u9577\u4e8623%\uff0c\u7a00\u91cb\u5f8c\u6bcf\u80a1\u6536\u76ca11.32\u7f8e\u5143\u3002<\/p>\n

\u5c55\u671b\u672a\u4f86\uff0cChipotle\u8a08\u5283\u4eca\u5e74\u958b\u8a2d285\u81f3315\u5bb6\u65b0\u9910\u5ef3\uff0c\u9ad8\u65bc\u53bb\u5e74\u7684255\u81f3285\u5bb6\uff0c\u8a72\u516c\u53f8\u5e0c\u671b\u57282025\u5e74\u5c07\u696d\u52d9\u7bc4\u570d\u64f4\u592710%\u3002\u9019\u70ba\u672a\u4f86\u5e7e\u5e74\u7684\u7a69\u5065\u589e\u9577\u5960\u5b9a\u4e86\u57fa\u790e\u3002\u4e8b\u5be6\u4e0a\uff0c\u83ef\u723e\u8857\u7684\u5171\u8b58\u662f\uff0c\u5728\u672a\u4f86\u4e09\u5230\u4e94\u5e74\u5167\u6bcf\u80a1\u6536\u76ca\u6bcf\u5e74\u589e\u957723%\u3002<\/p>\n

\u5728\u9019\u7a2e\u80cc\u666f\u4e0b\uff0cChipotle\u76ee\u524d54\u500d\u5e02\u76c8\u7387\u7684\u4f30\u503c\u770b\u8d77\u4f86\u4ecd\u7136\u6709\u9ede\u6602\u8cb4\uff0c\u4f46\u6295\u8cc7\u8005\u61c9\u8a72\u8a18\u4f4f\uff0c\u9019\u500b\u6ea2\u50f9\u8b93Chipotle\u6210\u70ba\u4e00\u5bb6\u4e00\u6d41\u516c\u53f8\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

Alphabet\u548cChipotle\u90fd\u662f\u5404\u81ea\u884c\u696d\u7684\u9818\u5c0e\u8005\uff0c\u5104\u842c\u5bcc\u7fc1\u6295\u8cc7\u8005\u6bd4\u723e\u00b7\u963f\u514b\u66fc(Bill Ackman)\u986f […]<\/p>\n","protected":false},"author":9,"featured_media":483261,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[426],"tags":[1788,2126,2156,2177],"class_list":["post-483263","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-news-zh-hant","tag-1788","tag--zh-hant","tag-2156","tag-2177","sectors-financial-products-zh-hant","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/483263","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=483263"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/483263\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/483261"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=483263"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=483263"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=483263"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}