“华尔街之狼”阿克曼:若战争与通胀降温,2027年将是令人惊艳的一年

格隆汇
11 hours ago
被誉为“华尔街之狼”的潘兴广场资本创始人阿克曼表示,俄乌冲突、美伊战争、高通胀与高利率正压抑本应更强劲的市场环境,但随着地缘政治风险缓解、能源价格回落,2027年将是令人惊艳的一年。 个股布局上,阿克曼持续看好奈飞称市场对内容储备的担忧被夸大,目前本益比约18倍处历史低位,获利可维持中高个位数至双位数增长。他形容奈飞像一家高成长公用事业公司。Meta则是艾克曼的核心持股,看好个人AI智能体Muse与广告业务受惠AI,认为市场不应只看财报隔日股价反应,当前估值仍低估。他还重申对房利美、房地美的看多立场,称两家机构资本基础已重建至历史水准五倍,这些股票将涨十倍,是风险报酬最不对称的标的。

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