[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciofb7fee81":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciofb7fee81","阿克曼“换仓”AI巨头：清仓Alphabet(GOOGL)、加仓Meta(META)，投资者该跟吗-","\u002Fdoc\u002Fdciofb7fee81","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，亿万富翁兼对冲基金传奇人物比尔·阿克曼掌舵的潘兴广场资本管理公司今年动作引人关注第一季度大幅减持谷歌母公司Alphabet(GOOGL,GOOG)，并在第二季度清仓了剩余股份。阿克曼明确表示，这并非看空Alphabet，而是在当前估值下，选择把资金转向其他更具吸引力的机会。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>他买入了另一家AI相关科技巨头Meta Platforms(META)，当时Meta较峰值下跌约15%。这笔操作对阿克曼和潘兴广场而言是否明智?投资者能否从中借鉴?答案或许就藏在市场表现、估值与AI布局之中。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>科技巨头“换仓”初见成效\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>二季度，潘兴广场将Meta持股增加约20%。这不是一笔小投资。当他退出Alphabet、转向Meta等其他股票时，市场将其解读为潘兴广场认为Alphabet短期最佳买点已经过去。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>从三季度股价表现看，阿克曼可能是对的。自二季度结束以来，Meta回报超过19%，而Alphabet却让投资者蒙受了损失。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这种情绪变化可能与Meta近期成功的AI产品发布有关。Meta迄今最成功的AI产品之一是其个人AI代理Muse。该平台是Meta长期承诺的产品，初步反响远超预期。Muse可以完成购物、管理用户日历、帮助用户设定目标等任务。虽然Muse目前没有通过使用费或订阅带来直接收入，但它让用户更紧密地留在Meta生态系统中，一旦用户习惯使用，未来可能实现货币化。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Alphabet近几个月确实没有让投资者兴奋的突破性进展，这可能是其股价表现平淡的原因。尽管潘兴广场的股票交易发生在几个月前，但阿克曼被视为长期投资者，因此他的操作在发生数月后仍值得分析。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这就引出一个问题如今进行这样的投资是否仍然是正确的选择?\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Meta估值仍具吸引力\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>尽管本季度大涨19%，Meta仍比Alphabet便宜。这轮上涨部分可以解释为市场极端悲观情绪转为乐观，从而推高了股价。市场仍然非常看好Alphabet前景，因此其估值相对较高。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>目前，Alphabet的市盈率被其投资巨额收益所扭曲;但如果投资者使用2027年盈利预测，这种影响就不存在。从这个角度看，Meta仍然更便宜。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>The Motley Fool分析师Keithen Drury认为，虽然Meta近期股价上涨缩小了一些差距，但实际上，以明年预期收益的19.5倍买入Meta股票并不算贵，因此在这轮涨势结束前，可能仍有入场时间。不过，鉴于市场对Alphabet的关注度有所下降，现在也可能是买入Alphabet股票的绝佳时机，因为它有望凭借一款成功的新产品迎来爆发式增长。此外，Alphabet的另一项重要投资Anthropic即将上市。这可能为Alphabet带来千亿美元级别的回报，并使其获得更多现金，用于扩大AI版图。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>在The Motley Fool看来，这两只股票目前都值得配置。若Meta能延续当前势头，其涨势有望延续至年底;Alphabet则可能是“沉睡的巨人”，年中表现平淡反而为后续发力留下空间。二者同样是2027年值得关注的标的，当前布局有望在未来获得跑赢市场的回报。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>TipRanks数据显示，华尔街分析师整体仍看好这两家科技巨头，对Alphabet和Meta均给予“强力买入”评级。其中，Alphabet平均目标价为429.31美元，较最新收盘价高23%;\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Meta平均目标价为759.43美元，较最新收盘价高14%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]