<p>传奇投资者 <strong>比尔·阿克曼</strong> 对 <strong>Alphabet Inc</strong>(NASDAQ:GOOG)(NASDAQ:GOOGL) 进行了重大投资，选择该公司作为人工智能领域的赢家之一。阿克曼在 Alphabet 的初始投资和增加的持仓在最近几个月为他带来了丰厚的回报。</p>
<p><em>今天 GOOGL 的表现面临挑战。点击这里了解原因。</em></p>
<p><strong>发生了什么：</strong> 阿克曼在 2023 年首次投资 Alphabet，并在最近几个季度增加了在 Pershing Square 投资组合中的持仓。</p>
<p>在第二季度，阿克曼将 Alphabet A 类股（GOOGL）的持仓增加了 21%，A 类股和 C 类股在季度末占据了前 10 大持仓中的两个。</p>
<p>在第二季度末，阿克曼的 Pershing Square 持有以下股份：</p>
<ul>
<li>GOOG: 6,324,031 股</li>
<li>GOOGL: 5,362,980 股</li>
</ul>
<p>以下是第二季度末 6 月 30 日股票的收盘价格：</p>
<ul>
<li>GOOG: $177.39</li>
<li>GOOGL: $176.23</li>
</ul>
<p>根据今天 Alphabet 股票的当前价格$248.56（GOOG）和$247.20（GOOGL），阿克曼自第二季度末以来的收益显著。</p>
<p>以下是阿克曼和 Pershing Square 从 Alphabet 股票中获得的收益情况。</p>
<ul>
<li>GOOG: 当前持仓价值 $1,571,901,145.36，自第二季度以来增加了 $450,081,286.27。</li>
<li>GOOGL: 当前持仓价值 $1,325,728,656.06，自第二季度以来增加了 $380,610,690.60。</li>
</ul>
<p>两项持仓总共增加了 $830.69 百万。</p>
<p><strong>另请阅读：比尔·阿克曼在 2022 年放弃 Netflix：他本可以赚多少钱</strong></p>
<p><strong>重要性：</strong> Alphabet 是阿克曼在最近几个季度中最大的投资之一，在第二季度增加持仓获得了回报。</p>
<p>Alphabet 在四月份触及 52 周低点，第二季度期间股价下跌。该股票目前年初至今上涨超过 30%。</p>
<p>除了 Alphabet，阿克曼在第二季度还首次投资了 <strong>亚马逊公司</strong>(NASDAQ:AMZN)。</p>
<p>该股票在第二季度触底后，最近几个月也有所上涨。</p>
<p>虽然目前尚不清楚阿克曼具体何时购买了 Alphabet 股票，以及 Pershing Square 是否仍持有这些股份，但自第二季度末以来，这些持仓的价值显著上升。</p>
<p>投资者将密切关注阿克曼的第三季度投资组合，该投资组合将在 11 月中旬发布。</p>
<ul>
<li><strong>比尔·阿克曼放弃华尔街转向网球场——他在全力以赴：‘你永远不知道’</strong></li>
</ul>
<p><em>图像由人工智能通过 Midjourney 生成。</em></p>

谷歌-C

谷歌-A

<p>比尔·阿克曼对 Alphabet Inc.的投资获得了显著回报，自第二季度以来，他在 GOOG 和 GOOGL 的股份总计上涨了 8.3 亿美元。阿克曼在第二季度将其在 Alphabet 的持仓增加了 21%，而这些股票年初至今已上涨超过 30%。他目前持有 6,324,031 股 GOOG 和 5,362,980 股 GOOGL，现价值分别约为 15.7 亿美元和 13.3 亿美元。投资者热切期待阿克曼的第三季度投资组合更新，预计将在 11 月中旬发布</p>

<p>Legendary investor <strong>Bill Ackman</strong> made a big bet on <strong>Alphabet Inc</strong>(NASDAQ:GOOG)(NASDAQ:GOOGL), picking the company as one of the winners in the artificial intelligence space. The initial stake and increased position size in Alphabet have paid off nicely for Ackman in recent months.</p>
<div class="lb-trans"><p>传奇投资者 <strong>比尔·阿克曼</strong> 对 <strong>Alphabet Inc</strong>(NASDAQ:GOOG)(NASDAQ:GOOGL) 进行了重大投资，选择该公司作为人工智能领域的赢家之一。阿克曼在 Alphabet 的初始投资和增加的持仓在最近几个月为他带来了丰厚的回报。</p>
</div><p><em>GOOGL is having a challenging session today. Find out why here.</em></p>
<div class="lb-trans"><p><em>今天 GOOGL 的表现面临挑战。点击这里了解原因。</em></p>
</div><p><strong>What Happened:</strong> Ackman took an initial stake in Alphabet in 2023 and has added to the position in the Pershing Square portfolio in recent quarters.</p>
<div class="lb-trans"><p><strong>发生了什么：</strong> 阿克曼在 2023 年首次投资 Alphabet，并在最近几个季度增加了在 Pershing Square 投资组合中的持仓。</p>
</div><p>In the second quarter, Ackman increased the stake in Alphabet Class A (GOOGL) shares by 21% and the Class A and Class C shares made up two of the top 10 positions at the end of the quarter.</p>
<div class="lb-trans"><p>在第二季度，阿克曼将 Alphabet A 类股（GOOGL）的持仓增加了 21%，A 类股和 C 类股在季度末占据了前 10 大持仓中的两个。</p>
</div><p>At the end of the second quarter, Ackman's Pershing Square owned the following stakes:</p>
<div class="lb-trans"><p>在第二季度末，阿克曼的 Pershing Square 持有以下股份：</p>
</div><ul>
<li>GOOG: 6,324,031 shares</li>
<li>GOOGL: 5,362,980 shares</li>
</ul>
<div class="lb-trans"><ul>
<li>GOOG: 6,324,031 股</li>
<li>GOOGL: 5,362,980 股</li>
</ul>
</div><p>Here were the closing prices for the stocks on June 30 at the end of the second quarter:</p>
<div class="lb-trans"><p>以下是第二季度末 6 月 30 日股票的收盘价格：</p>
</div><ul>
<li>GOOG: $177.39</li>
<li>GOOGL: $176.23</li>
</ul>
<div class="lb-trans"><ul>
<li>GOOG: $177.39</li>
<li>GOOGL: $176.23</li>
</ul>
</div><p>Based on the current prices of $248.56 (GOOG) and $247.20 (GOOGL) for Alphabet stocks today, Ackman is up significantly since the end of the second quarter.</p>
<div class="lb-trans"><p>根据今天 Alphabet 股票的当前价格$248.56（GOOG）和$247.20（GOOGL），阿克曼自第二季度末以来的收益显著。</p>
</div><p>Here's a look at how much Ackman and Pershing Square made from their stakes in Alphabet stock.</p>
<div class="lb-trans"><p>以下是阿克曼和 Pershing Square 从 Alphabet 股票中获得的收益情况。</p>
</div><ul>
<li>GOOG: stake now worth $1,571,901,145.36, up $450,081,286.27 since the second quarter.</li>
<li>GOOGL: stake now worth $1,325,728,656.06, up $380,610,690.60 since the second quarter.</li>
</ul>
<div class="lb-trans"><ul>
<li>GOOG: 当前持仓价值 $1,571,901,145.36，自第二季度以来增加了 $450,081,286.27。</li>
<li>GOOGL: 当前持仓价值 $1,325,728,656.06，自第二季度以来增加了 $380,610,690.60。</li>
</ul>
</div><p>Together, the two stakes are now up $830.69 million.</p>
<div class="lb-trans"><p>两项持仓总共增加了 $830.69 百万。</p>
</div><p><strong>Read Also: Bill Ackman Nixes Netflix In 2022: Here’s How Much He Could Have Made</strong></p>
<div class="lb-trans"><p><strong>另请阅读：比尔·阿克曼在 2022 年放弃 Netflix：他本可以赚多少钱</strong></p>
</div><p><strong>Why It's Important:</strong> Alphabet is one of the biggest bets by Ackman in recent quarters, and adding to the position in the second quarter has paid off.</p>
<div class="lb-trans"><p><strong>重要性：</strong> Alphabet 是阿克曼在最近几个季度中最大的投资之一，在第二季度增加持仓获得了回报。</p>
</div><p>Alphabet hit its 52-week low in April and shares traded lower during the second quarter. The stock is now up over 30% year-to-date.</p>
<div class="lb-trans"><p>Alphabet 在四月份触及 52 周低点，第二季度期间股价下跌。该股票目前年初至今上涨超过 30%。</p>
</div><p>Along with Alphabet, Ackman also took an initial stake in <strong>Amazon.com Inc</strong>(NASDAQ:AMZN) for Pershing Square in the second quarter.</p>
<div class="lb-trans"><p>除了 Alphabet，阿克曼在第二季度还首次投资了 <strong>亚马逊公司</strong>(NASDAQ:AMZN)。</p>
</div><p>That stock is also up in recent months after hitting its lows in the second quarter.</p>
<div class="lb-trans"><p>该股票在第二季度触底后，最近几个月也有所上涨。</p>
</div><p>While it is unknown exactly when Ackman bought his Alphabet shares and if Pershing Square still holds the stakes, the positions are up significantly since the end of the second quarter.</p>
<div class="lb-trans"><p>虽然目前尚不清楚阿克曼具体何时购买了 Alphabet 股票，以及 Pershing Square 是否仍持有这些股份，但自第二季度末以来，这些持仓的价值显著上升。</p>
</div><p>Investors will be closely monitoring Ackman's third-quarter portfolio, which will be released by mid-November.</p>
<div class="lb-trans"><p>投资者将密切关注阿克曼的第三季度投资组合，该投资组合将在 11 月中旬发布。</p>
</div><ul>
<li><strong>Bill Ackman Swaps Wall Street For Tennis Court—And He Is Playing To Win: ‘You Never Know’</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>比尔·阿克曼放弃华尔街转向网球场——他在全力以赴：‘你永远不知道’</strong></li>
</ul>
</div><p><em>Image created using artificial intelligence via Midjourney.</em></p>
<div class="lb-trans"><p><em>图像由人工智能通过 Midjourney 生成。</em></p>
</div>

Bill Ackman's Bet On Google Pays Off: Up $830 Million Since Q2

- 投资者比尔·阿克曼在 2023 年增持 Alphabet 股份，近期获利显著。  
- 截至第二季度，阿克曼持有 GOOG 和 GOOGL 的股份分别为 6,324,031 和 5,362,980。  
- Alphabet 股票年初至今上涨超过 30%，阿克曼的投资回报达 8.3 亿美元。  

比尔·阿克曼对谷歌的投资获得了回报：自第二季度以来收益达 8.3 亿美元