<p>亿万富翁投资者乔治·索罗斯在上世纪 90 年代初通过做空英镑赚取了 10 亿美元，几乎成为家喻户晓的名字。他的货币投机赚得了 “打破英格兰银行的人” 的称号。</p>
<p>索罗斯还成功地对墨西哥比索和几种亚洲货币下注，尤其是泰铢，当该货币价值减半时，他将 10 亿美元的投资翻倍。</p>
<p>然而，索罗斯不仅仅是一名货币投机者。他还投资于预期股票上涨的股票。他经常一次性大量购买公司的股票。以下股票是索罗斯在第二季度持有的一些最大头寸，这些购买代表了他之前持有的大幅增加。</p>
<h2>本文要点：</h2>
<ul>
<li>乔治·索罗斯以货币投机家而闻名，并因反对英镑而 “打破英格兰银行” 而声名鹊起。</li>
<li>这位亿万富翁投资者还投资于股票，下面的三家公司看起来是明智的购买，他显著增加了他的投资组合持股。</li>
<li>如果您正在寻找一些潜力巨大的股票，请务必获取我们全新的 “下一个英伟达” 报告的免费副本。它介绍了一家我们确信具有 10 倍潜力的软件公司。</li>
</ul>
<h2>Smurfit Westrock (SW)</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2020/12/imageForEntry20-uLX.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2020/12/imageForEntry20-uLX.jpg"/></p>
<p>纸箱工厂的工人</p>
<p>当索罗斯购买 <strong>Smurfit Westrock</strong>（纽约证券交易所：SW）时，它只是带有股票代码 WRK 的 Westrock。然而，包装巨头 Smurfit Kappa 于 7 月 5 日完成了对 Westrock 的 127 亿美元收购交易。</p>
<p>索罗斯可能同意首席执行官托尼·斯默菲特的看法，他在 <strong>纽约证券交易所</strong> 敲响开盘钟时宣布：“Smurfit Westrock 将征服可持续纸基包装世界。” 索罗斯在第一季度建立了该公司的 90 万股持股，第二季度将其持股几乎增加了四倍，购买了额外的 244 万股。这使他的总持股达到 330 万股，价值 1.68 亿美元。</p>
<p>尽管索罗斯拥有数十家股票，但 Smurfit Westrock 现在是他的第三大持股，占 <strong>索罗斯基金管理</strong> 投资组合的 3.8%。他的基金管理资产约 44 亿美元，是该包装专家的最大非内部股东之一。</p>
<p>Smurfit WestRock 是世界上最大的包装公司之一，在 40 个国家拥有 60 多家造纸厂。它在北美、南美和欧洲拥有重要业务。预计其长期盈利增长将近 50%，SW 股票可能成为索罗斯的一大胜利。</p>
<h2>阿斯利康（AZN）</h2>
<p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/01/imageForEntry7-M0g.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/01/imageForEntry7-M0g.jpg"/></p>
<p>实验室工作人员将药物抽取到注射器中</p>
<p>索罗斯投资组合中看到的股票增长最大之一是他购买的制药巨头 <strong>阿斯利康</strong>（纽约证券交易所：AZN）。这位亿万富翁在本季度购买了 200 多万股股票，比之前的持仓增加了 512%，使他拥有近 250 万股，价值 1.91 亿美元。这足以成为投资组合中的第二大持股，占总持股的 4.3%。以他的平均买入价格每股 72 美元计算，索罗斯在投资上获得了 9% 的收益。</p>
<p>这家制药和生物技术公司是一个稳健的选择，因为它拥有强大的上市药物组合、一个正在开发中的强大疗法管线，并愿意通过战略收购填补其组合中的空白。它也不介意与其他制药公司合作开发和推广治疗方案。</p>
<p>特别是，阿斯利康在肿瘤学领域的影响力不断增强，未来十年可能会实现显著的盈利增长。其非小细胞肺癌治疗药物 Imfinzi 和 Tagrisso 最近在美国和其他地区获得批准，而 Calquence 去年获得批准。</p>
<p>阿斯利康在第二季度产品销售按汇率调整后增长了 18%，“联盟” 收入增长了 50%。总收入增长了 18%，达到 256 亿美元，利润飙升了 23%，达到每股 2.65 美元。</p>
<h2>SPDR 标普 500 ETF 信托基金（SPY）</h2>
<p></p>
<p>纽约证券交易所前台</p>
<p>许多投资者可能会惊讶地发现，索罗斯最大的持仓是 <strong>SPDR 标普 500 ETF 信托基金</strong>（纽约证券交易所 ARCA：SPY）。作为一个以打破国家银行货币赌注或大举投资企业而闻名的亿万富翁，购买指数基金可能看起来有些不合常规。这太平凡和低调了。</p>
<p>然而，索罗斯押注美国企业会腾飞。购买市场通常是实现这一目标的最佳且最简单的方式。这是许多小投资者也应该牢记的教训。普通的标普 500 指数基金可以说是任何人可以做的最好的投资。您甚至不需要做其他任何事情。几乎 70 年来平均回报率达到 10.5%，这是一个稳健且安全的押注。</p>
<p>索罗斯曾多次买卖 SPDR 标普 500 ETF。他在去年第四季度购买了 16.5 万股，然后在 2024 年第一季度全部抛售，只在第二季度回购了价值 2.45 亿美元的 45 万股。这足以使该 ETF 成为他投资组合中的头号股，占 5.5% 的比例。</p>
<p>尽管索罗斯本季度的所有大赌注看起来都很有前途，但对于大多数投资者来说，这只指数基金可能是最简单的跟随方式。</p>
<h2><strong>准备好退休（赞助内容）</strong></h2>
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<p>每位理财顾问都经过 SmartAsset 的审核，并被要求遵守以您的最佳利益行事的受托人标准。</p>
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<p>这篇文章的标题是《乔治·索罗斯的 40 亿美元对冲基金无法停止购买这 3 只股票》，文章来源于 24/7 Wall St.。</p>

<p>亿万富豪投资者乔治·索罗斯大幅增加了他在三家公司的持股：Smurfit Westrock、AstraZeneca 和 SPDR 标普 500 ETF 信托。索罗斯将他在 Smurfit Westrock 的持股增加了四倍，达到了 330 万股，使其成为他的第三大持仓。他还购买了超过 200 万股的 AstraZeneca 股票，增加了 512%，使其成为他的第二大持仓。SPDR 标普 500 ETF 信托仍然是他最大的持仓，展示了他在个别股票和指数基金中多样化的投资策略</p>

<p>Billionaire investor George Soros became nearly a household name in the early 1990’s by shorting the British pound and making $1 billion on the deal. His currency speculation earned him the moniker, “the man who broke the Bank of England.”</p>
<div class="lb-trans"><p>亿万富翁投资者乔治·索罗斯在上世纪 90 年代初通过做空英镑赚取了 10 亿美元，几乎成为家喻户晓的名字。他的货币投机赚得了 “打破英格兰银行的人” 的称号。</p>
</div><p>Soros has also made successful bets against the Mexican peso and several Asian currencies, most notably the Thai baht, where he was able to double a $1 billion investment when the currency’s valuation was halved.</p>
<div class="lb-trans"><p>索罗斯还成功地对墨西哥比索和几种亚洲货币下注，尤其是泰铢，当该货币价值减半时，他将 10 亿美元的投资翻倍。</p>
</div><p>Yet Soros is more than just a currency speculator. He also invests in stocks expecting them to rise. He often takes large positions in companies, buying large tranches all at once. The following stocks are some of the biggest positions Soros took in the second quarter, buys that represent large steps up from his previous holding.</p>
<div class="lb-trans"><p>然而，索罗斯不仅仅是一名货币投机者。他还投资于预期股票上涨的股票。他经常一次性大量购买公司的股票。以下股票是索罗斯在第二季度持有的一些最大头寸，这些购买代表了他之前持有的大幅增加。</p>
</div><h2>Key Points About This Article:</h2>
<ul>
<li>George Soros is famous for being a currency speculator and gained notoriety for “breaking the Bank of England” with his bet against the British pound.</li>
<li>The billionaire investor also invests in stocks, and the three companies below look like shrewd buys where he significantly increased his portfolio’s holdings.</li>
<li>If you’re looking for some stocks with huge potential, make sure to grab a free copy of our brand-new “The Next NVIDIA” report. It features a software stock we’re confident has 10X potential.</li>
</ul>
<div class="lb-trans"><h2>本文要点：</h2>
<ul>
<li>乔治·索罗斯以货币投机家而闻名，并因反对英镑而 “打破英格兰银行” 而声名鹊起。</li>
<li>这位亿万富翁投资者还投资于股票，下面的三家公司看起来是明智的购买，他显著增加了他的投资组合持股。</li>
<li>如果您正在寻找一些潜力巨大的股票，请务必获取我们全新的 “下一个英伟达” 报告的免费副本。它介绍了一家我们确信具有 10 倍潜力的软件公司。</li>
</ul>
</div><h2>Smurfit Westrock (SW)</h2>
<div class="lb-trans"><h2>Smurfit Westrock (SW)</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2020/12/imageForEntry20-uLX.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2020/12/imageForEntry20-uLX.jpg"/></p>
<p>Workers in a cardboard box factory</p>
<div class="lb-trans"><p>纸箱工厂的工人</p>
</div><p>When Soros bought <strong>Smurfit Westrock</strong> (NYSE:SW), it was just Westrock with the ticker symbol WRK. However, on July 5, packaging giant Smurfit Kappa completed its acquisition of Westrock in a $12.7 billion deal.</p>
<div class="lb-trans"><p>当索罗斯购买 <strong>Smurfit Westrock</strong>（纽约证券交易所：SW）时，它只是带有股票代码 WRK 的 Westrock。然而，包装巨头 Smurfit Kappa 于 7 月 5 日完成了对 Westrock 的 127 亿美元收购交易。</p>
</div><p>Soros might agree with CEO Tony Smurfit who declared as he rang the opening bell of the <strong>NYSE</strong>, “Smurfit Westrock is going to conquer the world of sustainable, paper-based packaging.” Soros, who had established a 900,000 share stake in the company in the first quarter, nearly quadrupled his holdings in the second, buying an additional 2.44 million shares. It brings his total holdings to 3.3 million shares valued at $168 million.</p>
<div class="lb-trans"><p>索罗斯可能同意首席执行官托尼·斯默菲特的看法，他在 <strong>纽约证券交易所</strong> 敲响开盘钟时宣布：“Smurfit Westrock 将征服可持续纸基包装世界。” 索罗斯在第一季度建立了该公司的 90 万股持股，第二季度将其持股几乎增加了四倍，购买了额外的 244 万股。这使他的总持股达到 330 万股，价值 1.68 亿美元。</p>
</div><p>While Soros owns dozens and dozens of stocks, Smurfit Westrock is now his third largest holding, representing a 3.8% position in the <strong>Soros Fund Management</strong> portfolio. His fund, which has some $4.4 billion in assets under management, is one of the largest outside shareholders of the packaging specialist.</p>
<div class="lb-trans"><p>尽管索罗斯拥有数十家股票，但 Smurfit Westrock 现在是他的第三大持股，占 <strong>索罗斯基金管理</strong> 投资组合的 3.8%。他的基金管理资产约 44 亿美元，是该包装专家的最大非内部股东之一。</p>
</div><p>Smurfit WestRock is one of the world’s largest packaging companies with more than 60 paper mills in 40 countries. It runs substantial operations in North America, South America, and Europe. With long-term earnings growth of nearly 50% annually expected, SW stock may just be a big win for Soros.</p>
<div class="lb-trans"><p>Smurfit WestRock 是世界上最大的包装公司之一，在 40 个国家拥有 60 多家造纸厂。它在北美、南美和欧洲拥有重要业务。预计其长期盈利增长将近 50%，SW 股票可能成为索罗斯的一大胜利。</p>
</div><h2>AstraZeneca (AZN)</h2>
<div class="lb-trans"><h2>阿斯利康（AZN）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2022/01/imageForEntry7-M0g.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2022/01/imageForEntry7-M0g.jpg"/></p>
<p>Lab workers withdrawing medicine into syringes</p>
<div class="lb-trans"><p>实验室工作人员将药物抽取到注射器中</p>
</div><p>One of the biggest increases in shares seen in Soros’ portfolio was his purchase of drug manufacturing giant <strong>AstraZeneca</strong> (NYSE:AZN). The billionaire bought over 2 million shares of stock in the quarter, a 512% increase over his previous position giving him almost 2.5 million shares worth $191 million. That’s good enough for the second biggest holding in the portfolio, or 4.3% of the total. With his average buy-in price of $72 per share, Soros has made a 9% gain on his investment.</p>
<div class="lb-trans"><p>索罗斯投资组合中看到的股票增长最大之一是他购买的制药巨头 <strong>阿斯利康</strong>（纽约证券交易所：AZN）。这位亿万富翁在本季度购买了 200 多万股股票，比之前的持仓增加了 512%，使他拥有近 250 万股，价值 1.91 亿美元。这足以成为投资组合中的第二大持股，占总持股的 4.3%。以他的平均买入价格每股 72 美元计算，索罗斯在投资上获得了 9% 的收益。</p>
</div><p>The pharmaceutical and biotech company is a solid bet as it has a strong portfolio of marketed drugs, a robust pipeline of therapies in development, and is willing to fill holes in its portfolio with strategic acquisitions. It is also not shy about partnering with other pharmas to develop and market treatments.</p>
<div class="lb-trans"><p>这家制药和生物技术公司是一个稳健的选择，因为它拥有强大的上市药物组合、一个正在开发中的强大疗法管线，并愿意通过战略收购填补其组合中的空白。它也不介意与其他制药公司合作开发和推广治疗方案。</p>
</div><p>In particular, AstraZeneca is developing a growing presence in oncology that could see significant profitable growth over the next decade. Its treatments for non-small cell lung cancer, Imfinzi and Tagrisso, were recently approved for use in the U.S. and elsewhere, while Calquence was approved last year.</p>
<div class="lb-trans"><p>特别是，阿斯利康在肿瘤学领域的影响力不断增强，未来十年可能会实现显著的盈利增长。其非小细胞肺癌治疗药物 Imfinzi 和 Tagrisso 最近在美国和其他地区获得批准，而 Calquence 去年获得批准。</p>
</div><p>AstraZeneca saw an 18% currency-adjusted jump in products sales in the second quarter along with a 50% jump in “alliance” revenue. Total revenue grew 18% to $25.6 billion while profits soared 23% to $2.65 per share.</p>
<div class="lb-trans"><p>阿斯利康在第二季度产品销售按汇率调整后增长了 18%，“联盟” 收入增长了 50%。总收入增长了 18%，达到 256 亿美元，利润飙升了 23%，达到每股 2.65 美元。</p>
</div><h2>SPDR S&amp;P 500 ETF Trust (SPY)</h2>
<div class="lb-trans"><h2>SPDR 标普 500 ETF 信托基金（SPY）</h2>
</div><p><img src="https://imageproxy.pbkrs.com/https://247wallst.com/wp-content/uploads/2018/08/imageforentry3228.jpg" alt="" original-src="https://247wallst.com/wp-content/uploads/2018/08/imageforentry3228.jpg"/></p>
<p>Front of the New York Stock Exchange in New York City</p>
<div class="lb-trans"><p>纽约证券交易所前台</p>
</div><p>Many investors might be surprised to learn Soros’ biggest position is the <strong>SPDR S&amp;P 500 ETF Trust</strong> (NYSEARCA:SPY). For a billionaire known for breaking national banks with currency bets or taking large positions in businesses, buying an index fund may seem out of character. It’s so mundane and low key.</p>
<div class="lb-trans"><p>许多投资者可能会惊讶地发现，索罗斯最大的持仓是 <strong>SPDR 标普 500 ETF 信托基金</strong>（纽约证券交易所 ARCA：SPY）。作为一个以打破国家银行货币赌注或大举投资企业而闻名的亿万富翁，购买指数基金可能看起来有些不合常规。这太平凡和低调了。</p>
</div><p>Yet Soros is betting on U.S. business to soar. Buying the market is often the best and easiest way to do so. It’s a lesson many small investors should also take to heart. A plain vanilla S&amp;P 500 index is arguably the best investment anyone can make. You don’t even need to do anything else. With a track record of returning 10.5% on average for nearly 70 years, it’s a solid and safe bet.</p>
<div class="lb-trans"><p>然而，索罗斯押注美国企业会腾飞。购买市场通常是实现这一目标的最佳且最简单的方式。这是许多小投资者也应该牢记的教训。普通的标普 500 指数基金可以说是任何人可以做的最好的投资。您甚至不需要做其他任何事情。几乎 70 年来平均回报率达到 10.5%，这是一个稳健且安全的押注。</p>
</div><p>Soros has been in and out of the SPDR S&amp;P 500 ETF several times. He bought 165,000 share in last year’s fourth quarter, then dumped it all in Q1 2024, only to come back in the second quarter with a $245 million, 450,000 share purchase. That was enough to launch the ETF into the top spot of his portfolio representing a 5.5% position.</p>
<div class="lb-trans"><p>索罗斯曾多次买卖 SPDR 标普 500 ETF。他在去年第四季度购买了 16.5 万股，然后在 2024 年第一季度全部抛售，只在第二季度回购了价值 2.45 亿美元的 45 万股。这足以使该 ETF 成为他投资组合中的头号股，占 5.5% 的比例。</p>
</div><p>While all of Soros big bets this quarter look promising, this index fund may be the simplest for most investors to follow.</p>
<div class="lb-trans"><p>尽管索罗斯本季度的所有大赌注看起来都很有前途，但对于大多数投资者来说，这只指数基金可能是最简单的跟随方式。</p>
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<div class="lb-trans"><h2><strong>准备好退休（赞助内容）</strong></h2>
</div><p>Start by taking a quick retirement quiz from SmartAsset that will match you with up to 3 financial advisors that serve your area and beyond in 5 minutes, or less.</p>
<div class="lb-trans"><p>首先，通过 SmartAsset 进行一项快速的退休测验，将在 5 分钟或更短的时间内为您匹配多达 3 名为您提供服务的理财顾问，这些理财顾问服务于您的地区及更广泛的地区。</p>
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<div class="lb-trans"><p>每位理财顾问都经过 SmartAsset 的审核，并被要求遵守以您的最佳利益行事的受托人标准。</p>
</div><p>Here’s how it works:</p>
<p>1. Answer SmartAsset advisor match quiz</p>
<p>2. Review your pre-screened matches at your leisure. Check out the advisors’ profiles.</p>
<p>3. Speak with advisors at no cost to you. Have an introductory call on the phone or introduction in person and choose whom to work with in the future</p>
<div class="lb-trans"><p>以下是它的运作方式：</p>
<ol>
<li>
<p>完成 SmartAsset 顾问匹配问卷</p>
</li>
<li>
<p>自由时间查看您预先筛选的匹配结果。查看顾问的个人资料。</p>
</li>
<li>
<p>与顾问免费交流。通过电话进行初步通话或亲自见面，并选择未来合作的对象</p>
</li>
</ol>
</div><p>Get started right here.</p>
<div class="lb-trans"><p>立即开始。</p>
</div><p>The post George Soros $4 Billion Hedge Fund Can’t Stop Buying These 3 Stocks appeared first on 24/7 Wall St..</p>
<div class="lb-trans"><p>这篇文章的标题是《乔治·索罗斯的 40 亿美元对冲基金无法停止购买这 3 只股票》，文章来源于 24/7 Wall St.。</p>
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乔治·索罗斯的 40 亿美元对冲基金不断买入这三只股票