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%。
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%。
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