比尔·阿克曼称已建仓微软，称微软正处在技术变革拐点_老虎社区_美港股上老虎

比尔·阿克曼称已建仓微软，称微软正处在技术变革拐点

老虎资讯综合05-15 17:04

知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立微软新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。

阿克曼将此次投资与此前成功布局Alphabet、亚马逊和Meta的经历相提并论，认为微软正处在类似的技术变革拐点。

微软持续逆市拉升，盘中涨约4%。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

ZJF.YRCT
·05-15 21:45
‌[微笑] ‌上车上车
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呆王
·05-15 17:28
拉稀吧
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美股猎杀
·05-15 17:15
我满仓微软，你倒是拉起来啊，刚红又绿了
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- 天天呵呵呵:
  Ai的资本支出没有从收益兑现，微软是不会涨的。逢低建仓
  05-15 17:32
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小韭菜头
·05-15 17:11
我也公布建仓特斯拉。美光，amd，英伟达。
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href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论，认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升，盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54720eb51050254e71d6298681bc4fdb","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133471498","content_text":"知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立微软新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。阿克曼将此次投资与此前成功布局Alphabet、亚马逊和Meta的经历相提并论，认为微软正处在类似的技术变革拐点。微软持续逆市拉升，盘中涨约4%。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":564440728983768,"gmtCreate":1778837307150,"gmtModify":1778837310051,"author":{"id":"3487793195130896","authorId":"3487793195130896","name":"呆王","avatar":"https://static.tigerbbs.com/4682211389e16af3f2739200a5d84e69","vip":1,"crmLevel":8,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3487793195130896","authorIdStr":"3487793195130896"},"htmlText":"拉稀吧","listText":"拉稀吧","text":"拉稀吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564440728983768","repostId":1133471498,"repostType":4,"repost":{"id":"1133471498","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778835858,"share":"https://www.laohu8.com/m/news/1133471498?lang=zh_CN&edition=full","pubTime":"2026-05-15 17:04","market":"us","language":"zh","title":"比尔·阿克曼称已建仓微软，称微软正处在技术变革拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=1133471498","media":"老虎资讯综合","summary":"将公开一项新的投资——建仓微软。","content":"<html><head></head><body><p>知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论，认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升，盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比尔·阿克曼称已建仓微软，称微软正处在技术变革拐点\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-15 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论，认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升，盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54720eb51050254e71d6298681bc4fdb","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133471498","content_text":"知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立微软新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。阿克曼将此次投资与此前成功布局Alphabet、亚马逊和Meta的经历相提并论，认为微软正处在类似的技术变革拐点。微软持续逆市拉升，盘中涨约4%。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":564437836477680,"gmtCreate":1778836534275,"gmtModify":1778836537035,"author":{"id":"3494196772669932","authorId":"3494196772669932","name":"美股猎杀","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":1,"wearingBadges":[{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","name":"实盘交易者","description":"完成一笔实盘交易","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"idStr":"3494196772669932","authorIdStr":"3494196772669932"},"htmlText":"我满仓微软，你倒是拉起来啊，刚红又绿了","listText":"我满仓微软，你倒是拉起来啊，刚红又绿了","text":"我满仓微软，你倒是拉起来啊，刚红又绿了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/564437836477680","repostId":1133471498,"repostType":2,"repost":{"id":"1133471498","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778835858,"share":"https://www.laohu8.com/m/news/1133471498?lang=zh_CN&edition=full","pubTime":"2026-05-15 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content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>比尔·阿克曼称已建仓微软，称微软正处在技术变革拐点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-05-15 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论，认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升，盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54720eb51050254e71d6298681bc4fdb","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133471498","content_text":"知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立微软新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。阿克曼将此次投资与此前成功布局Alphabet、亚马逊和Meta的经历相提并论，认为微软正处在类似的技术变革拐点。微软持续逆市拉升，盘中涨约4%。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":564441838442072,"gmtCreate":1778837561014,"gmtModify":1778837565806,"authorId":3569047979473586,"author":{"id":3569047979473586,"idStr":"3569047979473586","authorId":3569047979473586,"name":"天天呵呵呵","avatar":"https://static.tigerbbs.com/40f8bae2f7dca5818ed19dadfd2304be","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":564437836477680,"type":1,"supId":0,"prevId":0,"content":"Ai的资本支出没有从收益兑现，微软是不会涨的。逢低建仓","text":"Ai的资本支出没有从收益兑现，微软是不会涨的。逢低建仓","html":"Ai的资本支出没有从收益兑现，微软是不会涨的。逢低建仓"}],"langContent":"CN"},{"id":564436558890920,"gmtCreate":1778836285681,"gmtModify":1778836288233,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","vip":1,"crmLevel":1,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"htmlText":"我也公布建仓特斯拉。美光，amd，英伟达。","listText":"我也公布建仓特斯拉。美光，amd，英伟达。","text":"我也公布建仓特斯拉。美光，amd，英伟达。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564436558890920","repostId":1133471498,"repostType":2,"repost":{"id":"1133471498","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1778835858,"share":"https://www.laohu8.com/m/news/1133471498?lang=zh_CN&edition=full","pubTime":"2026-05-15 17:04","market":"us","language":"zh","title":"比尔·阿克曼称已建仓微软，称微软正处在技术变革拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=1133471498","media":"老虎资讯综合","summary":"将公开一项新的投资——建仓微软。","content":"<html><head></head><body><p>知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论，认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升，盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54720eb51050254e71d6298681bc4fdb","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133471498","content_text":"知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立微软新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。阿克曼将此次投资与此前成功布局Alphabet、亚马逊和Meta的经历相提并论，认为微软正处在类似的技术变革拐点。微软持续逆市拉升，盘中涨约4%。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":6,"commentSize":4,"repostSize":3,"favoriteSize":3,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}