周二，奈飞涨逾3%，报78.86美元。消息面上，今年4月，亿万富翁投资者比尔·阿克曼的潘兴广场资本刚完成50亿美元新资金募集。二季度他直接清仓了Alphabet，把腾出来的资金重仓买入了上半年股价大幅回调的奈飞。二季度潘兴广场买入超1300万股奈飞，持仓市值超9.34亿美元，占组合近5%。
这家由阿克曼创立的机构，自2004年以来累计回报率达2530%，年化收益15.6%，远超同期标普500的964%累计回报，一贯以10-12只股票的集中投资组合风格著称。
此前奈飞收购华纳兄弟探索资产失败，拿到28亿美元终止费，叠加市场担忧短视频、AI生成长视频会冲击其用户时长，股价持续承压。但阿克曼认为这些担忧完全被夸大：短视频分流的是传统电视和低质流媒体的时长，过去两年短视频爆发并未影响奈飞业绩；而AI生成高质量长视频的成本极高，奈飞的海量用户规模反而能摊薄内容成本，AI还能进一步优化其内容推荐和广告定向能力。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
