{"id":497577,"date":"2024-05-17T22:11:23","date_gmt":"2024-05-18T05:11:23","guid":{"rendered":"https:\/\/nai500.com\/?p=497577"},"modified":"2024-05-17T22:11:23","modified_gmt":"2024-05-18T05:11:23","slug":"13f-%e5%a0%b1%e5%91%8a-stanley-druckenmiller-%e9%87%8d%e6%96%b0-%e5%bb%ba%e5%80%89-palantir-%e8%82%a1%e7%a5%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2024\/05\/13f-%e5%a0%b1%e5%91%8a-stanley-druckenmiller-%e9%87%8d%e6%96%b0-%e5%bb%ba%e5%80%89-palantir-%e8%82%a1%e7%a5%a8\/","title":{"rendered":"13F\u5831\u544a\u62ab\u9732\uff0cStanley Druckenmiller\u5df2\u7d93\u91cd\u65b0\u5efa\u5009Palantir\u80a1\u7968"},"content":{"rendered":"

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Druckenmiller\u7684\u57fa\u91d1\u2014\u2014Duquesne Family Office\u62ab\u9732\uff0c\u57282023\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u8ce3\u51fa\u6301\u6709\u7684\u5168\u90e8700,707\u80a1Palantir<\/b><\/strong>\u00a0(NYSE:PLTR<\/b><\/u><\/strong><\/a>)\u80a1\u7968\u5f8c\uff0c\u73fe\u5728\u53c8\u8cb7\u56de\u4e86\u8a72\u516c\u53f8\u80a1\u7968\u3002\u8a72\u57fa\u91d1\u7b2c\u4e00\u5b63\u5ea6\u5171\u8cb7\u5165\u4e86769,965\u80a1Palantir\u80a1\u7968\uff0c\u5360\u517613F\u6295\u8cc7\u7d44\u5408\u76840.40%\u3002\u5982\u4eca\uff0cPalantir\u80a1\u7968\u5728Druckenmiller\u768473\u500b13F\u6301\u80a1\u7d44\u5408\u4e2d\u6392\u540d\u7b2c35\u4f4d\u3002<\/p>\n

Druckenmiller\u9996\u6b21\u8cb7\u5165\u9019\u5bb6\u5927\u6578\u64da\u5206\u6790\u516c\u53f8\u7684\u80a1\u7968\u662f\u57282021\u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u4e5f\u5c31\u662f\u8a72\u516c\u53f8\u9996\u6b21\u516c\u958b\u52df\u80a1\uff08IPO\uff09\u5f8c\u4e0d\u4e45\u3002\u6700\u521d\u7684\u6301\u80a1\u7e3d\u91cf\u70ba598\u842c\u80a1\uff0c\u9060\u9ad8\u65bc\u76ee\u524d\u7684\u6301\u5009\u91cf\u3002<\/p>\n

\u4f5c\u70ba\u83ef\u723e\u8857\u6709\u540d\u7684\u4e2d\u77ed\u671f\u6295\u8cc7\u8005\uff0cDruckenmiller\u768413F\u6295\u8cc7\u7d44\u5408\u4e2d\u5e73\u5747\u6301\u80a1\u671f\u9650\u70ba2.29\u500b\u5b63\u5ea6\uff0c\u4e5f\u5c31\u662f\u8aaa\uff0c\u4ed6\u7e3d\u662f\u80fd\u5920\u8fc5\u901f\u7372\u5229\uff0c\u540c\u6642\u6293\u4f4f\u4e0b\u4e00\u500b\u8da8\u52e2\u3002<\/p>\n

\u7576\u7136\u4e86\uff0cPalantir\u4e4b\u6240\u4ee5\u80fd\u5920\u518d\u6b21\u5f97\u5230\u9019\u4f4d\u5104\u842c\u5bcc\u8c6a\u6295\u8cc7\u8005\u7684\u9752\u775e\uff0c\u8207\u5176\u4eca\u5e74\u7684\u5f37\u52c1\u8868\u73fe\u5206\u4e0d\u958b\u3002\u8a72\u80a1\u5e74\u521d\u81f3\u4eca\u7684\u6f32\u5e45\u8d85\u904e30%\uff0c\u800c\u4e14\u4e00\u5b63\u5831\u986f\u793a\u8a72\u516c\u53f8\u7b2c\u4e00\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957721%\uff0c\u9054\u52306.343\u5104\u7f8e\u5143\uff0c\u9ad8\u65bc\u5206\u6790\u5e2b\u9810\u8a08\u76846.153\u5104\u7f8e\u5143\uff1b\u8abf\u6574\u5f8c\u7684\u6bcf\u80a1\u6536\u76ca\u70ba8\u7f8e\u5206\uff0c\u7b26\u5408\u5206\u6790\u5e2b\u7684\u9810\u671f\u3002\u7ba1\u7406\u5c64\u9084\u5c072024\u5e74\u7684\u6536\u5165\u9810\u671f\u5f9e26.5\u5104\u81f326.7\u5104\u7f8e\u5143\u4e0a\u8abf\u81f326.8\u5104\u81f326.9\u5104\u7f8e\u5143\u3002<\/p>\n

\u4e0d\u904e\uff0c\u83ef\u723e\u8857\u5c0dPalantir\u80a1\u7968\u7684\u4f30\u503c\u8868\u793a\u64d4\u6182\u3002\u7576\u524d\u8ffd\u8e64\u8a72\u80a1\u768418\u4f4d\u5206\u6790\u5e2b\u7d66\u51fa\u7684\u5e73\u5747\u76ee\u6a19\u50f9\u70ba20.54\u7f8e\u5143\uff0c\u9019\u610f\u5473\u8457\u5927\u7d046%\u7684\u4e0b\u8dcc\u7a7a\u9593\u3002\u6700\u770b\u6f32\u7684Wedbush\u76ee\u6a19\u50f9\u70ba35\u7f8e\u5143\uff0c\u770b\u8dcc\u7684RBC Capital\u76ee\u6a19\u50f9\u53ea\u67099\u7f8e\u5143\u3002<\/p>\n

\u5176\u4ed6\u6301\u6709Palantir\u80a1\u7968\u7684\u6295\u8cc7\u8005\u4e2d\uff0cKeywise Capital\u76ee\u524d\u6301\u80a1\u6bd4\u4f8b\u6700\u9ad8\uff0c\u9054\u523020.02%\uff0c\u5176\u6b21\u662fCypress Point Wealth Management\uff0c\u6301\u80a1\u6bd4\u4f8b\u70ba18.18%\uff0cPrimavera Capital Management\u662f16.76%\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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