Question 1

为什么 Bill Ackman 在 2026 初买入微软股票？

Accepted Answer

Ackman said investors were not giving Microsoft enough credit for its 365 office suite and AI investments, and he called the stock's valuation "highly compelling" after its share price declined.

Question 2

Ackman 和 Loeb 在 1 2026 季度是否在任何科技股上达成一致？

Accepted Answer

Yes. Both Pershing Square and Third Point opened new positions in Meta Platforms during the first quarter.

Question 3

Third Point 卖出了多少微软持仓？

Accepted Answer

Third Point sold all 925,000 of its Microsoft shares during Q1 2026, liquidating a position the fund had held since late 2022.

Third Point

Ackman 支持 Microsoft，而 Loeb 转向 Alphabet

一份犀利简报。
每天。

Third Point

Ackman 支持 Microsoft，而 Loeb 转向 Alphabet

一份犀利简报。每天。

一份犀利简报。
每天。