<p>在华尔街，重要的数据发布并不难得。每周，投资者都能获得一些美国最具影响力企业的经济数据和季度运营结果。但 2 月 14 日星期五对投资者来说是一个特别的日子——这与情人节无关。</p>
<p>在一个季度结束后的不超过 45 个日历日内，管理资产至少为 1 亿美元的机构投资者需向证券交易委员会提交 13F 表格。13F 提供了一个快照，让投资者可以看到华尔街领先的资金管理者在最新季度购买和出售了哪些股票。2 月 14 日是提交截至 12 月季度的 13F 的截止日期。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDc5NDcvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1tYXJrZXQtbGV2ZWwtMi1kYXRhLWludmVzdC1nZXR0eS5qcGcmdz03MDA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDc5NDcvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1tYXJrZXQtbGV2ZWwtMi1kYXRhLWludmVzdC1nZXR0eS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<p>尽管沃伦·巴菲特确实引起了很多关注，但他并不是唯一在华尔街引起轰动的亿万富翁资产管理者。聪明的投资者也密切关注亿万富翁 Ole Andreas Halvorsen，他是 Viking Global Investors 的创始人，截至 2024 年，他的管理资产达 309 亿美元，分布在 86 只股票中。</p>
<p>Halvorsen 和他的团队管理着一个主动型基金，Viking Global 前 20 大持仓的平均持有时间不到一年。这使得他的买卖决策对普通投资者来说更加引人注目。</p>
<p>在第四季度，Halvorsen 抛售了北美领先电动车制造商的股票，并将其基金在一家可能成为华尔街下一个拆股股票的高飞公司中的持股比例增加了一倍多。</p>
<h2>Ole Andreas Halvorsen 将特斯拉送上砧板</h2>
<p>尽管 Halvorsen 在截至 12 月的季度中完全退出了十多个头寸，但或许没有哪一笔交易比出售所有 436,272 股电动车制造商 <strong>特斯拉</strong>（TSLA -0.49%）更引人注目，这一头寸在 9 月 30 日时价值超过 1.14 亿美元。</p>
<p>特斯拉的成功可见一斑，它被纳入了 “七大奇迹”。它成为半个多世纪以来第一家从零开始实现大规模生产的汽车制造商，并且最近报告了连续第五年实现公认会计原则（GAAP）盈利。</p>
<p>此外，首席执行官埃隆·马斯克正在努力将特斯拉的业务扩展到传统（且高度周期性的）汽车行业之外。公司的快速增长的能源发电和储存部门，加上其超级充电网络，可能能够平滑一些影响汽车股票的周期性波动。</p>
<p>出售 Viking Global Investors 在特斯拉的股份可能仅仅代表简单的获利了结。在唐纳德·特朗普 11 月胜选后，特斯拉的股价在六周内飙升了 91%。特朗普重返白宫被视为对特斯拉的利好，马斯克作为特别政府员工为政府效率部（DOGE）工作。</p>
<p>但 Viking Global 的亿万富翁首席可能还有其他更不光彩的原因选择抛弃特斯拉。</p>
<p>首先，特斯拉的汽车利润因竞争加剧和电动车需求减弱而大幅下滑。自 2023 年初以来，特斯拉在六次以上的情况下削减了其电动车（Model 3、S、X 和 Y）的价格。虽然这在最近几个季度帮助减少了库存，但却严重削弱了公司的汽车利润，并对其盈利造成了沉重打击。</p>
<p>还有一个明显的担忧是，埃隆·马斯克大部分时间都在监督 DOGE，而不是管理特斯拉。特斯拉的超高估值部分源于投资者对马斯克未来愿景的信任。像 DOGE 这样的干扰可能导致特斯拉未能达到各种增长预期。</p>
<p>另一个潜在问题是，特斯拉的净收入中有相当大一部分来自不可持续和非创新的来源。2024 年，该公司的超过一半的税前利润可能源于监管汽车信用、现金产生的利息收入以及数字资产价值调整——特斯拉在其资产负债表上持有 <strong>比特币</strong>。这意味着特斯拉的运营并未为其利润的绝大部分负责。</p>
<p>最后，Halvorsen 可能对马斯克未能按时完成承诺感到担忧。马斯克的许多承诺，如机器人出租车和 L5 完全自动驾驶（FSD），已经被纳入特斯拉的估值中。然而，特斯拉距离 L5 FSD 还远远不够，且尚未在公共道路上投放一辆机器人出租车。如果这些未兑现的承诺被剔除出特斯拉的市值，可以说其股价将会暴跌。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDc5NDcvcGFwZXItY2VydGlmaWNhdGUtc2hhcmVzLWludmVzdC1zdG9jay1zcGxpdC1tYXJrZXQtcmV2ZXJzZS1nZXR0eS5qcGcmdz03MDA?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://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDc5NDcvcGFwZXItY2VydGlmaWNhdGUtc2hhcmVzLWludmVzdC1zdG9jay1zcGxpdC1tYXJrZXQtcmV2ZXJzZS1nZXR0eS5qcGcmdz03MDA"/></p>
<p>图片来源：Getty Images。</p>
<h2>Viking Global 的首席在这家流媒体巨头的持股比例翻了一番以上</h2>
<p>在另一个极端，Ole Andreas Halvorsen 在第四季度疯狂按下买入按钮，以增加 Viking Global 在流媒体服务提供商 <strong>Netflix</strong>（NFLX -2.15%）的持股。Halvorsen 监督购买了 297,317 股 Netflix 股票，使其基金的持股比例从 9 月 30 日增加了 145%。</p>
<p>为什么选择 Netflix？首先，它是流媒体服务的无可争议的领导者。到 2024 年，它拥有 3.0163 亿个全球付费流媒体会员，是少数几家显示出持续盈利能力的流媒体提供商之一。</p>
<p>进一步说明这一点，流媒体的净增加在大多数情况下重新加速。第四季度的 1891 万付费净增加是多年来最大的季度增长，并且将 2022 年短暂的付费会员增长停滞期抛在了身后。</p>
<p>Netflix 快速增长的订阅用户基础背后的一个关键因素是其内容库。更具体地说，Netflix 制作的原创节目数量超过了任何其他流媒体平台。像《鱿鱼游戏》、《星期三》和《怪奇物语》这样的节目帮助保持了会员对 Netflix 的忠诚，同时也吸引了新订阅者。</p>
<p>该公司对密码共享的打击措施也产生了积极效果。要求用户创建账户提升了公司的付费会员数量，并增强了 Netflix 的订阅定价能力。上个月，Netflix 宣布将根据不同的套餐将订阅费用提高 1 到 2.50 美元。</p>
<p>在这长长的催化剂名单中，Netflix 还受益于其创新的思维。2022 年 11 月推出的广告支持套餐似乎启动了新会员增加的复苏。自 Netflix 的广告套餐推出以来，已获得 7000 万付费订阅者。</p>
<p>Ole Andreas Halvorsen 可能也在期待股票拆分的热潮。Netflix 股票在 2 月 14 日收盘时为每股 1,058.60 美元。该公司上一次进行前向股票拆分是在 2015 年，当时其股票交易价格约为 700 美元。四位数的股价可能使 Netflix 难以吸引普通投资者，尤其是那些无法通过经纪商购买零股的投资者。</p>
<p>根据 <strong>美国银行</strong> 全球研究的分析，进行前向拆分的公司在拆分公告后的 12 个月内表现明显优于基准 <strong>标准普尔 500</strong> 指数，平均涨幅为 25.4%，而标准普尔 500 指数自 1980 年以来的涨幅为 11.9%。考虑到 Netflix 股票在已经昂贵的股市中价格高昂，拆分公告可能会大大推动其股价进一步上涨。</p>

特斯拉

<p>亿万富翁 Ole Andreas Halvorsen（维京全球投资公司）在第四季度出售了价值超过 1.14 亿美元的特斯拉所有股份。这一决定是在对特斯拉车辆利润下降、竞争加剧以及首席执行官埃隆·马斯克的分心等问题的担忧中做出的。Halvorsen 还大幅增加了对一只潜在拆股股票的投资，表明其投资组合的战略转变。2 月 14 日提交的 13F 表格揭示了这些变化，突显了 Halvorsen 的积极管理风格以及电动车市场的不断演变</p>

<p>Important data releases aren't hard to come by on Wall Street. Every week, investors are privy to economic data and quarterly operating results from some of America's most-influential businesses. But Friday, Feb. 14, was a particularly special day for investors -- and it has nothing to do with Valentine's Day.</p>
<div class="lb-trans"><p>在华尔街，重要的数据发布并不难得。每周，投资者都能获得一些美国最具影响力企业的经济数据和季度运营结果。但 2 月 14 日星期五对投资者来说是一个特别的日子——这与情人节无关。</p>
</div><p>No later than 45 calendar days following the end to a quarter, institutional investors with at least $100 million in assets under management (AUM) file Form 13F with the Securities and Exchange Commission. A 13F offers a snapshot that allows investors to see which stocks Wall Street's leading money managers purchased and sold in the latest quarter. February 14 marked the deadline for 13Fs to be filed for the December-ended quarter.</p>
<div class="lb-trans"><p>在一个季度结束后的不超过 45 个日历日内，管理资产至少为 1 亿美元的机构投资者需向证券交易委员会提交 13F 表格。13F 提供了一个快照，让投资者可以看到华尔街领先的资金管理者在最新季度购买和出售了哪些股票。2 月 14 日是提交截至 12 月季度的 13F 的截止日期。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDc5NDcvbW9uZXktbWFuYWdlci1zdG9jay1jaGFydC1tYXJrZXQtbGV2ZWwtMi1kYXRhLWludmVzdC1nZXR0eS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F807947%2Fmoney-manager-stock-chart-market-level-2-data-invest-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><p>Although Warren Buffett rightly garners a lot of interest, he's far from the only billionaire asset manager that makes waves on Wall Street. Smart investors also pay close attention to billionaire Ole Andreas Halvorsen of Viking Global Investors, who closed out 2024 with $30.9 billion in AUM spread across 86 stocks.</p>
<div class="lb-trans"><p>尽管沃伦·巴菲特确实引起了很多关注，但他并不是唯一在华尔街引起轰动的亿万富翁资产管理者。聪明的投资者也密切关注亿万富翁 Ole Andreas Halvorsen，他是 Viking Global Investors 的创始人，截至 2024 年，他的管理资产达 309 亿美元，分布在 86 只股票中。</p>
</div><p>Halvorsen and his team run an active fund, with the average holding length of Viking Global's top-20 positions coming in at less than one year. This makes his buying and selling decisions all the more intriguing for everyday investors.</p>
<div class="lb-trans"><p>Halvorsen 和他的团队管理着一个主动型基金，Viking Global 前 20 大持仓的平均持有时间不到一年。这使得他的买卖决策对普通投资者来说更加引人注目。</p>
</div><p>During the fourth quarter, Halvorsen sent shares of North America's leading electric-vehicle (EV) maker packing, and more than doubled his fund's stake in a high-flying company that may be Wall Street's next stock-split stock.</p>
<div class="lb-trans"><p>在第四季度，Halvorsen 抛售了北美领先电动车制造商的股票，并将其基金在一家可能成为华尔街下一个拆股股票的高飞公司中的持股比例增加了一倍多。</p>
</div><h2>Ole Andreas Halvorsen sends Tesla to the chopping block</h2>
<div class="lb-trans"><h2>Ole Andreas Halvorsen 将特斯拉送上砧板</h2>
</div><p>Though Halvorsen completely exited more than one dozen positions during the December-ended quarter, perhaps none stands out more than selling all 436,272 shares of EV maker <strong>Tesla</strong>(TSLA -0.49%), which was a position worth more than $114 million, as of Sept. 30.</p>
<div class="lb-trans"><p>尽管 Halvorsen 在截至 12 月的季度中完全退出了十多个头寸，但或许没有哪一笔交易比出售所有 436,272 股电动车制造商 <strong>特斯拉</strong>（TSLA -0.49%）更引人注目，这一头寸在 9 月 30 日时价值超过 1.14 亿美元。</p>
</div><p>A lot has gone right for Tesla, as evidenced by its inclusion in the &#34;Magnificent Seven.&#34; It's became the first automaker in more than a half-century to build itself from the ground up to mass production, and recently reported its fifth consecutive year of generally accepted accounting principles (GAAP) profit.</p>
<div class="lb-trans"><p>特斯拉的成功可见一斑，它被纳入了 “七大奇迹”。它成为半个多世纪以来第一家从零开始实现大规模生产的汽车制造商，并且最近报告了连续第五年实现公认会计原则（GAAP）盈利。</p>
</div><p>Additionally, CEO Elon Musk is attempting to spread Tesla's wings beyond the traditional (and highly cyclical) auto industry. The company's rapidly growing energy generation and storage segment, coupled with its Supercharger network, may be able to smooth out some of the cyclical ebb-and-flow that can affect auto stocks.</p>
<div class="lb-trans"><p>此外，首席执行官埃隆·马斯克正在努力将特斯拉的业务扩展到传统（且高度周期性的）汽车行业之外。公司的快速增长的能源发电和储存部门，加上其超级充电网络，可能能够平滑一些影响汽车股票的周期性波动。</p>
</div><p>Selling Viking Global Investors' stake in Tesla might represent nothing more than simple profit-taking. Following Donald Trump's November victory, shares of Tesla skyrocketed up to 91% in six weeks. The return of Trump to the White House has been viewed as a positive for Tesla, with Musk working as a special government employee for the Department of Government Efficiency (DOGE).</p>
<div class="lb-trans"><p>出售 Viking Global Investors 在特斯拉的股份可能仅仅代表简单的获利了结。在唐纳德·特朗普 11 月胜选后，特斯拉的股价在六周内飙升了 91%。特朗普重返白宫被视为对特斯拉的利好，马斯克作为特别政府员工为政府效率部（DOGE）工作。</p>
</div><p>But there may be other more nefarious reasons why Viking Global's billionaire chief chose to kick Tesla to the curb.</p>
<div class="lb-trans"><p>但 Viking Global 的亿万富翁首席可能还有其他更不光彩的原因选择抛弃特斯拉。</p>
</div><p>To begin with, Tesla's vehicle margin has plummeted due to growing competition and waning demand for EVs. Since the start of 2023, Tesla slashed the price for its fleet of EVs (Models 3, S, X, and Y) on more than a half-dozen occasions. While this has helped to reduce inventory a bit in recent quarters, it's decimated the company's vehicle margin and weighed heavily on its profits.</p>
<div class="lb-trans"><p>首先，特斯拉的汽车利润因竞争加剧和电动车需求减弱而大幅下滑。自 2023 年初以来，特斯拉在六次以上的情况下削减了其电动车（Model 3、S、X 和 Y）的价格。虽然这在最近几个季度帮助减少了库存，但却严重削弱了公司的汽车利润，并对其盈利造成了沉重打击。</p>
</div><p>There's also the obvious concern that Elon Musk is spending most of his time overseeing DOGE instead of running Tesla. Tesla's otherworldly valuation premium derives, in part, from investors believing in Musk's vision for the future. Distractions like DOGE may cause Tesla to fall short of various growth expectations.</p>
<div class="lb-trans"><p>还有一个明显的担忧是，埃隆·马斯克大部分时间都在监督 DOGE，而不是管理特斯拉。特斯拉的超高估值部分源于投资者对马斯克未来愿景的信任。像 DOGE 这样的干扰可能导致特斯拉未能达到各种增长预期。</p>
</div><p>Another potential issue is that Tesla generates a sizable percentage of its net income from unsustainable and non-innovative sources. More than half of the company's 2024 pre-tax profit could be traced back to regulatory automotive credits, interest income earned on its cash, and digital asset value adjustments -- Tesla holds <strong>Bitcoin</strong> on its balance sheet. The point being that Tesla's operations aren't responsible for the lion's share of its profit.</p>
<div class="lb-trans"><p>另一个潜在问题是，特斯拉的净收入中有相当大一部分来自不可持续和非创新的来源。2024 年，该公司的超过一半的税前利润可能源于监管汽车信用、现金产生的利息收入以及数字资产价值调整——特斯拉在其资产负债表上持有 <strong>比特币</strong>。这意味着特斯拉的运营并未为其利润的绝大部分负责。</p>
</div><p>Lastly, Halvorsen might be concerned with Musk's inability to meet deadlines and hold true to his promises. Many of Musk's promises, such as robotaxis and Level 5 full self-driving (FSD), are already baked into Tesla's valuation. However, Tesla is nowhere close to L5 FSD, and it hasn't put a single robotaxi on public roads. If these unfulfilled promises were backed out of Tesla's market cap, a case can be made that its share price would plunge.</p>
<div class="lb-trans"><p>最后，Halvorsen 可能对马斯克未能按时完成承诺感到担忧。马斯克的许多承诺，如机器人出租车和 L5 完全自动驾驶（FSD），已经被纳入特斯拉的估值中。然而，特斯拉距离 L5 FSD 还远远不够，且尚未在公共道路上投放一辆机器人出租车。如果这些未兑现的承诺被剔除出特斯拉的市值，可以说其股价将会暴跌。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MDc5NDcvcGFwZXItY2VydGlmaWNhdGUtc2hhcmVzLWludmVzdC1zdG9jay1zcGxpdC1tYXJrZXQtcmV2ZXJzZS1nZXR0eS5qcGcmdz03MDA" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F807947%2Fpaper-certificate-shares-invest-stock-split-market-reverse-getty.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Viking Global's chief more than doubled his stake in this streaming giant</h2>
<div class="lb-trans"><h2>Viking Global 的首席在这家流媒体巨头的持股比例翻了一番以上</h2>
</div><p>On the other end of the spectrum, Ole Andreas Halvorsen was mashing the buy button during the fourth quarter to add to Viking Global's position in streaming-services provider <strong>Netflix</strong>(NFLX -2.15%). Halvorsen oversaw the purchase of 297,317 shares of Netflix stock, which increase his fund's stake by a cool 145% from Sept. 30.</p>
<div class="lb-trans"><p>在另一个极端，Ole Andreas Halvorsen 在第四季度疯狂按下买入按钮，以增加 Viking Global 在流媒体服务提供商 <strong>Netflix</strong>（NFLX -2.15%）的持股。Halvorsen 监督购买了 297,317 股 Netflix 股票，使其基金的持股比例从 9 月 30 日增加了 145%。</p>
</div><p>Why Netflix? For one, it's the undisputed leader in streaming services. It ended 2024 with 301.63 million global streaming paid memberships and is one of a select few streaming providers that's shown it's recurringly profitable.</p>
<div class="lb-trans"><p>为什么选择 Netflix？首先，它是流媒体服务的无可争议的领导者。到 2024 年，它拥有 3.0163 亿个全球付费流媒体会员，是少数几家显示出持续盈利能力的流媒体提供商之一。</p>
</div><p>To build on this point, streaming net additions have, for the most part, reaccelerated. The 18.91 million paid net additions during the fourth quarter represents the biggest quarterly increase in years, and it firmly puts a short-lived period of paid-member growth stagnation from 2022 in the rearview mirror.</p>
<div class="lb-trans"><p>进一步说明这一点，流媒体的净增加在大多数情况下重新加速。第四季度的 1891 万付费净增加是多年来最大的季度增长，并且将 2022 年短暂的付费会员增长停滞期抛在了身后。</p>
</div><p>One of the key catalysts behind Netflix's rapidly growing subscriber base is its content library. More specifically, Netflix has produced more original shows than any other streaming platform. Shows like <em>Squid Game</em>, <em>Wednesday</em>, and <em>Stranger Things</em> are helping to keep members loyal to Netflix, as well as luring in new subscribers.</p>
<div class="lb-trans"><p>Netflix 快速增长的订阅用户基础背后的一个关键因素是其内容库。更具体地说，Netflix 制作的原创节目数量超过了任何其他流媒体平台。像《鱿鱼游戏》、《星期三》和《怪奇物语》这样的节目帮助保持了会员对 Netflix 的忠诚，同时也吸引了新订阅者。</p>
</div><p>The company's efforts to crack down on password sharing have also been a positive. Requiring users to create accounts has juiced the company's paid membership, as well as increased Netflix's subscription-pricing power. Last month, Netflix announced it would be increasing subscriptions by $1 to $2.50 per month, depending on the tier.</p>
<div class="lb-trans"><p>该公司对密码共享的打击措施也产生了积极效果。要求用户创建账户提升了公司的付费会员数量，并增强了 Netflix 的订阅定价能力。上个月，Netflix 宣布将根据不同的套餐将订阅费用提高 1 到 2.50 美元。</p>
</div><p>Adding to this long list of catalysts, Netflix is benefiting from its out-of-the-box innovation. The introduction of an ad-supported tier in November 2022 appears to have kick-started a resurgence in new member additions. Since Netflix's ad tier debuted, it's picked up 70 million paying subscribers.</p>
<div class="lb-trans"><p>在这长长的催化剂名单中，Netflix 还受益于其创新的思维。2022 年 11 月推出的广告支持套餐似乎启动了新会员增加的复苏。自 Netflix 的广告套餐推出以来，已获得 7000 万付费订阅者。</p>
</div><p>Ole Andreas Halvorsen might also be counting on stock-split euphoria to take shape. Netflix stock ended Feb. 14 at $1,058.60 per share. The last time the company conducted a forward stock split was in 2015, with its shares trading for around $700 at the time. A quadruple-digit share price might make it difficult for Netflix to appeal to everyday investors -- especially those who can't purchase fractional shares with their broker.</p>
<div class="lb-trans"><p>Ole Andreas Halvorsen 可能也在期待股票拆分的热潮。Netflix 股票在 2 月 14 日收盘时为每股 1,058.60 美元。该公司上一次进行前向股票拆分是在 2015 年，当时其股票交易价格约为 700 美元。四位数的股价可能使 Netflix 难以吸引普通投资者，尤其是那些无法通过经纪商购买零股的投资者。</p>
</div><p>Based on an analysis from <strong>Bank of America</strong> Global Research, companies conducting forward splits have handily outperformed the benchmark <strong>S&amp;P 500</strong> in the 12 months following their split announcement, with an average gain of 25.4% compared to 11.9% for the S&amp;P 500 since 1980. Considering how pricey Netflix stock is amid an already expensive stock market, a split announcement could go a long way to powering its shares even higher.</p>
<div class="lb-trans"><p>根据 <strong>美国银行</strong> 全球研究的分析，进行前向拆分的公司在拆分公告后的 12 个月内表现明显优于基准 <strong>标准普尔 500</strong> 指数，平均涨幅为 25.4%，而标准普尔 500 指数自 1980 年以来的涨幅为 11.9%。考虑到 Netflix 股票在已经昂贵的股市中价格高昂，拆分公告可能会大大推动其股价进一步上涨。</p>
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Billionaire Ole Andreas Halvorsen Sold Viking Global's Entire Stake in Tesla and Is Piling Into This Potential Stock-Split Stock

- 2024 年 12 月结束的季度，Viking Global Investors 提交了 13F 报告。  
- Ole Andreas Halvorsen 出售了特斯拉所有股份，转而增持 Netflix。  
- Netflix 在第四季度新增 1891 万付费用户，显示出强劲增长势头。

亿万富翁 Ole Andreas Halvorsen 出售了 Viking Global 在特斯拉的全部股份，并正在大量买入这只可能进行拆股的股票