<p>Saraza Management LP 在最近向美国证券交易委员会提交的 13F 表格中披露，在第二季度将其在 Expedia Group, Inc. (NASDAQ:EXPE - 免费报告) 的股份增加了 60.3%。该基金在此期间购买了额外的 38,000 股后，持有该在线旅游公司 101,000 股股票。Expedia Group 占 Saraza Management LP 投资组合的 4.1%，使其成为第 17 大持仓。截至最近向美国证券交易委员会提交的文件，Saraza Management LP 持有的 Expedia Group 股票价值为 17,037,000 美元，占比 0.08%。</p>
<p>获取 <strong>Expedia Group</strong> 警报：</p>
<ul>
<li>3 只假期前值得关注的旅游股票</li>
</ul>
<p>其他大型投资者最近也增加或减少了对该公司的持股。挪威银行在第二季度购买了 Expedia Group 的新股份，价值 663,882,000 美元。AQR Capital Management LLC 在第一季度将其在 Expedia Group 的股份增加了 174.0%。AQR Capital Management LLC 现在持有 1,444,283 股该在线旅游公司的股票，价值 235,592,000 美元，此前在此期间又购买了 917,192 股。LSV Asset Management 在第二季度将其在 Expedia Group 的持股增加了 497.0%。LSV Asset Management 现在持有 871,837 股该在线旅游公司的股票，价值 147,061,000 美元，此前在上个季度又购买了 725,797 股。Alkeon Capital Management LLC 在第一季度将其在 Expedia Group 的持股增加了 20.2%。Alkeon Capital Management LLC 现在持有 2,375,276 股该在线旅游公司的股票，价值 399,284,000 美元，此前在此期间又购买了 398,804 股。最后，Acadian Asset Management LLC 在第一季度将其在 Expedia Group 的持股增加了 121.1%。Acadian Asset Management LLC 现在持有 667,413 股该在线旅游公司的股票，价值 112,173,000 美元，此前在此期间又购买了 365,507 股。目前，90.76% 的股票由对冲基金和其他机构投资者持有。</p>
<h2>Expedia Group 股价上涨 2.6%</h2>
<p>周五，EXPE 股票开盘价为 281.15 美元。Expedia Group, Inc. 的 52 周低点为 130.01 美元，52 周高点为 282.96 美元。该公司的 50 日移动平均价格为 238.56 美元，200 日移动平均价格为 208.13 美元。该股票的市值为 344.5 亿美元，市盈率为 26.90，市盈率增长比率为 1.24，贝塔值为 1.44。该公司的债务与股本比率为 1.72，速动比率为 0.74，流动比率为 0.74。</p>
<ul>
<li>旅游股票因盈利而上涨——未来还有更多上涨空间吗？</li>
</ul>
<p>Expedia Group (NASDAQ:EXPE - 获取免费报告) 最近在 11 月 6 日星期四发布了季度财报。该在线旅游公司报告本季度每股收益为 7.57 美元，超出市场共识预期的 7.10 美元，超出 0.47 美元。Expedia Group 的净利润率为 9.66%，股本回报率为 64.15%。该公司本季度的收入为 44.1 亿美元，而分析师预期为 42.8 亿美元。去年同期，该公司每股收益为 6.13 美元。与去年同期相比，该公司的收入增长了 8.7%。股票研究分析师预测，Expedia Group, Inc. 本财年的每股收益将达到 12.28 美元。</p>
<h2>Expedia Group 宣布分红</h2>
<p>该公司最近还宣布了季度分红，已于 12 月 11 日星期四支付。11 月 19 日星期三的登记投资者获得了 0.40 美元的分红。除息日为 11 月 19 日星期三。这相当于每年 1.60 美元的分红，收益率为 0.6%。Expedia Group 的分红支付比率 (DPR) 为 15.31%。</p>
<h2>内部人士下注</h2>
<ul>
<li>3 只旅游股票迎合消费者情绪反弹</li>
</ul>
<p>在其他 Expedia Group 的新闻中，董事 Craig A. Jacobson 于 11 月 13 日星期四出售了 3,000 股公司的股票。该股票以平均价格 271.55 美元出售，总交易额为 814,650.00 美元。出售后，该董事在公司持有 30,858 股，价值 8,379,489.90 美元。这代表其持股减少了 8.86%。该交易在向证券交易委员会提交的文件中披露，相关文件可通过此链接获取。此外，首席会计官 Lance A. Soliday 于 11 月 21 日星期五出售了 849 股 Expedia Group 股票。该股票以平均价格 248.08 美元出售，总价值为 210,619.92 美元。交易完成后，首席会计官在公司持有 11,662 股，价值 2,893,108.96 美元。该交易使其持股减少了 6.79%。该交易的 SEC 文件提供了更多信息。内部人士在上个季度共出售了价值 1,283,270 美元的 4,849 股公司股票。9.13% 的股票由公司内部人士持有。</p>
<h2>华尔街分析师预测增长</h2>
<p>EXPE 最近成为几份分析师报告的主题。Oppenheimer 将 Expedia Group 的目标价从 250.00 美元上调至 290.00 美元，并在 11 月 7 日的研究报告中给予该公司 “跑赢大盘” 的评级。BNP Paribas 在 11 月 24 日的研究报告中开始覆盖 Expedia Group 的股票，并为该公司设定了 “持有” 的评级。DA Davidson 在周四的研究报告中重申了 “中性” 评级，并为 Expedia Group 的股票设定了 294.00 美元的目标价。Wells Fargo &amp; Company 将 Expedia Group 的股票目标价从 212.00 美元上调至 272.00 美元，并在 11 月 7 日的报告中给予该股票 “等权重” 的评级。最后，Argus 在 11 月 10 日的报告中将 Expedia Group 的股票目标价从 265.00 美元上调至 300.00 美元，并给予该公司 “买入” 的评级。两位投资分析师对该股票给予了强烈买入评级，十三位分析师给予了买入评级，二十五位分析师对该公司的股票给予了持有评级。根据 MarketBeat 的数据，该公司目前的平均评级为 “持有”，平均目标价为 265.78 美元。</p>
<p><strong>获取我们关于 EXPE 的最新股票报告</strong></p>
<h2>Expedia Group 简介</h2>
<p>(免费报告)</p>
<p>Expedia Group, Inc 是一家在美国及国际上运营的在线旅游公司。该公司通过 B2C、B2B 和 trivago 部门运营。其 B2C 部门包括 Brand Expedia，这是一个提供各种旅游产品和服务的全方位在线旅游品牌；Hotels.com 提供住宿服务；Vrbo 是一个替代住宿的在线市场；Orbitz、Travelocity、Wotif Group、ebookers、CheapTickets、Hotwire.com 和 CarRentals.com。</p>
<h2>了解更多</h2>
<ul>
<li>我们更看好的五只股票，胜过 Expedia Group</li>
<li>如何投资蓝筹股</li>
<li>2026 年需避免的三只最近被下调评级的股票</li>
<li>FAANG 股票是什么，它们是好的投资吗？</li>
<li>芯片热潮回归：三只有望大幅上涨的股票</li>
<li>初学者如何阅读股票图表</li>
<li>甲骨文股票遭重创：为何其 AI 管道可能推动 2026 年的反弹</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9RVhQRQ?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://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9RVhQRQ"/></p>
<p><em>此即时新闻提醒由叙述科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。请将任何问题或评论发送至 contact@marketbeat.com。</em></p>
<h2>你现在应该投资 1,000 美元在 Expedia Group 吗？</h2>
<p>在考虑 Expedia Group 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄向客户推荐的股票，以便在更广泛的市场注意到之前购买……而 Expedia Group 并不在名单上。</p>
<p>虽然 Expedia Group 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

EXPE

<p>Saraza Management LP 在第二季度将其在 Expedia Group, Inc. 的持股增加了 60.3%，目前持有 101,000 股，价值 17,037,000 美元。其他投资者如挪威银行和 AQR Capital 也增加了他们的持股。Expedia 的股票开盘价为 281.15 美元，市值为 344.5 亿美元。该公司报告了强劲的季度收益，并宣布派发 0.40 美元的股息。内部人士最近出售了股票，包括董事 Craig A. Jacobson 和首席会计官 Lance A. Soliday</p>

<p>Saraza Management LP boosted its stake in shares of Expedia Group, Inc. (NASDAQ:EXPE - Free Report) by 60.3% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 101,000 shares of the online travel company's stock after buying an additional 38,000 shares during the period. Expedia Group accounts for 4.1% of Saraza Management LP's investment portfolio, making the stock its 17th largest position. Saraza Management LP owned 0.08% of Expedia Group worth $17,037,000 as of its most recent filing with the SEC.</p>
<div class="lb-trans"><p>Saraza Management LP 在最近向美国证券交易委员会提交的 13F 表格中披露，在第二季度将其在 Expedia Group, Inc. (NASDAQ:EXPE - 免费报告) 的股份增加了 60.3%。该基金在此期间购买了额外的 38,000 股后，持有该在线旅游公司 101,000 股股票。Expedia Group 占 Saraza Management LP 投资组合的 4.1%，使其成为第 17 大持仓。截至最近向美国证券交易委员会提交的文件，Saraza Management LP 持有的 Expedia Group 股票价值为 17,037,000 美元，占比 0.08%。</p>
</div><p>Get <strong>Expedia Group</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Expedia Group</strong> 警报：</p>
</div><ul>
<li>3 Travel Stocks to Watch Heading Into the Holidays</li>
</ul>
<div class="lb-trans"><ul>
<li>3 只假期前值得关注的旅游股票</li>
</ul>
</div><p>Other large investors also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Expedia Group during the 2nd quarter worth $663,882,000. AQR Capital Management LLC grew its stake in shares of Expedia Group by 174.0% in the 1st quarter. AQR Capital Management LLC now owns 1,444,283 shares of the online travel company's stock valued at $235,592,000 after buying an additional 917,192 shares during the period. LSV Asset Management increased its holdings in shares of Expedia Group by 497.0% during the 2nd quarter. LSV Asset Management now owns 871,837 shares of the online travel company's stock worth $147,061,000 after buying an additional 725,797 shares during the last quarter. Alkeon Capital Management LLC raised its position in shares of Expedia Group by 20.2% during the 1st quarter. Alkeon Capital Management LLC now owns 2,375,276 shares of the online travel company's stock valued at $399,284,000 after buying an additional 398,804 shares during the period. Finally, Acadian Asset Management LLC grew its position in Expedia Group by 121.1% in the first quarter. Acadian Asset Management LLC now owns 667,413 shares of the online travel company's stock worth $112,173,000 after acquiring an additional 365,507 shares during the period. 90.76% of the stock is currently owned by hedge funds and other institutional investors.</p>
<div class="lb-trans"><p>其他大型投资者最近也增加或减少了对该公司的持股。挪威银行在第二季度购买了 Expedia Group 的新股份，价值 663,882,000 美元。AQR Capital Management LLC 在第一季度将其在 Expedia Group 的股份增加了 174.0%。AQR Capital Management LLC 现在持有 1,444,283 股该在线旅游公司的股票，价值 235,592,000 美元，此前在此期间又购买了 917,192 股。LSV Asset Management 在第二季度将其在 Expedia Group 的持股增加了 497.0%。LSV Asset Management 现在持有 871,837 股该在线旅游公司的股票，价值 147,061,000 美元，此前在上个季度又购买了 725,797 股。Alkeon Capital Management LLC 在第一季度将其在 Expedia Group 的持股增加了 20.2%。Alkeon Capital Management LLC 现在持有 2,375,276 股该在线旅游公司的股票，价值 399,284,000 美元，此前在此期间又购买了 398,804 股。最后，Acadian Asset Management LLC 在第一季度将其在 Expedia Group 的持股增加了 121.1%。Acadian Asset Management LLC 现在持有 667,413 股该在线旅游公司的股票，价值 112,173,000 美元，此前在此期间又购买了 365,507 股。目前，90.76% 的股票由对冲基金和其他机构投资者持有。</p>
</div><h2>Expedia Group Trading Up 2.6%</h2>
<div class="lb-trans"><h2>Expedia Group 股价上涨 2.6%</h2>
</div><p>Shares of EXPE stock opened at $281.15 on Friday. Expedia Group, Inc. has a fifty-two week low of $130.01 and a fifty-two week high of $282.96. The company has a 50 day moving average price of $238.56 and a 200 day moving average price of $208.13. The stock has a market capitalization of $34.45 billion, a P/E ratio of 26.90, a price-to-earnings-growth ratio of 1.24 and a beta of 1.44. The company has a debt-to-equity ratio of 1.72, a quick ratio of 0.74 and a current ratio of 0.74.</p>
<div class="lb-trans"><p>周五，EXPE 股票开盘价为 281.15 美元。Expedia Group, Inc. 的 52 周低点为 130.01 美元，52 周高点为 282.96 美元。该公司的 50 日移动平均价格为 238.56 美元，200 日移动平均价格为 208.13 美元。该股票的市值为 344.5 亿美元，市盈率为 26.90，市盈率增长比率为 1.24，贝塔值为 1.44。该公司的债务与股本比率为 1.72，速动比率为 0.74，流动比率为 0.74。</p>
</div><ul>
<li>Travel Stocks Rally on Earnings—More Upside Ahead?</li>
</ul>
<div class="lb-trans"><ul>
<li>旅游股票因盈利而上涨——未来还有更多上涨空间吗？</li>
</ul>
</div><p>Expedia Group (NASDAQ:EXPE - Get Free Report) last issued its quarterly earnings results on Thursday, November 6th. The online travel company reported $7.57 EPS for the quarter, beating the consensus estimate of $7.10 by $0.47. Expedia Group had a net margin of 9.66% and a return on equity of 64.15%. The company had revenue of $4.41 billion during the quarter, compared to analysts' expectations of $4.28 billion. During the same quarter last year, the company posted $6.13 EPS. The firm's revenue was up 8.7% compared to the same quarter last year. Equities research analysts predict that Expedia Group, Inc. will post 12.28 EPS for the current fiscal year.</p>
<div class="lb-trans"><p>Expedia Group (NASDAQ:EXPE - 获取免费报告) 最近在 11 月 6 日星期四发布了季度财报。该在线旅游公司报告本季度每股收益为 7.57 美元，超出市场共识预期的 7.10 美元，超出 0.47 美元。Expedia Group 的净利润率为 9.66%，股本回报率为 64.15%。该公司本季度的收入为 44.1 亿美元，而分析师预期为 42.8 亿美元。去年同期，该公司每股收益为 6.13 美元。与去年同期相比，该公司的收入增长了 8.7%。股票研究分析师预测，Expedia Group, Inc. 本财年的每股收益将达到 12.28 美元。</p>
</div><h2>Expedia Group Announces Dividend</h2>
<div class="lb-trans"><h2>Expedia Group 宣布分红</h2>
</div><p>The business also recently announced a quarterly dividend, which was paid on Thursday, December 11th. Investors of record on Wednesday, November 19th were issued a $0.40 dividend. The ex-dividend date was Wednesday, November 19th. This represents a $1.60 dividend on an annualized basis and a yield of 0.6%. Expedia Group's dividend payout ratio (DPR) is 15.31%.</p>
<div class="lb-trans"><p>该公司最近还宣布了季度分红，已于 12 月 11 日星期四支付。11 月 19 日星期三的登记投资者获得了 0.40 美元的分红。除息日为 11 月 19 日星期三。这相当于每年 1.60 美元的分红，收益率为 0.6%。Expedia Group 的分红支付比率 (DPR) 为 15.31%。</p>
</div><h2>Insiders Place Their Bets</h2>
<div class="lb-trans"><h2>内部人士下注</h2>
</div><ul>
<li>3 Travel Stocks to Play the Consumer Sentiment Rebound</li>
</ul>
<div class="lb-trans"><ul>
<li>3 只旅游股票迎合消费者情绪反弹</li>
</ul>
</div><p>In other Expedia Group news, Director Craig A. Jacobson sold 3,000 shares of the company's stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $271.55, for a total transaction of $814,650.00. Following the sale, the director owned 30,858 shares in the company, valued at $8,379,489.90. This represents a 8.86% decrease in their position. The sale was disclosed in a document filed with the Securities &amp; Exchange Commission, which is available through this link. Also, CAO Lance A. Soliday sold 849 shares of Expedia Group stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $248.08, for a total value of $210,619.92. Following the completion of the transaction, the chief accounting officer owned 11,662 shares of the company's stock, valued at $2,893,108.96. The trade was a 6.79% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 4,849 shares of company stock worth $1,283,270 in the last quarter. 9.13% of the stock is owned by company insiders.</p>
<div class="lb-trans"><p>在其他 Expedia Group 的新闻中，董事 Craig A. Jacobson 于 11 月 13 日星期四出售了 3,000 股公司的股票。该股票以平均价格 271.55 美元出售，总交易额为 814,650.00 美元。出售后，该董事在公司持有 30,858 股，价值 8,379,489.90 美元。这代表其持股减少了 8.86%。该交易在向证券交易委员会提交的文件中披露，相关文件可通过此链接获取。此外，首席会计官 Lance A. Soliday 于 11 月 21 日星期五出售了 849 股 Expedia Group 股票。该股票以平均价格 248.08 美元出售，总价值为 210,619.92 美元。交易完成后，首席会计官在公司持有 11,662 股，价值 2,893,108.96 美元。该交易使其持股减少了 6.79%。该交易的 SEC 文件提供了更多信息。内部人士在上个季度共出售了价值 1,283,270 美元的 4,849 股公司股票。9.13% 的股票由公司内部人士持有。</p>
</div><h2>Wall Street Analysts Forecast Growth</h2>
<div class="lb-trans"><h2>华尔街分析师预测增长</h2>
</div><p>EXPE has been the topic of several recent analyst reports. Oppenheimer upped their price target on Expedia Group from $250.00 to $290.00 and gave the company an &#34;outperform&#34; rating in a research note on Friday, November 7th. BNP Paribas began coverage on shares of Expedia Group in a research note on Monday, November 24th. They set a &#34;hold&#34; rating for the company. DA Davidson reissued a &#34;neutral&#34; rating and issued a $294.00 price target on shares of Expedia Group in a research note on Thursday. Wells Fargo &amp; Company upped their price objective on shares of Expedia Group from $212.00 to $272.00 and gave the stock an &#34;equal weight&#34; rating in a report on Friday, November 7th. Finally, Argus lifted their target price on shares of Expedia Group from $265.00 to $300.00 and gave the company a &#34;buy&#34; rating in a report on Monday, November 10th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and twenty-five have issued a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of &#34;Hold&#34; and an average price target of $265.78.</p>
<div class="lb-trans"><p>EXPE 最近成为几份分析师报告的主题。Oppenheimer 将 Expedia Group 的目标价从 250.00 美元上调至 290.00 美元，并在 11 月 7 日的研究报告中给予该公司 “跑赢大盘” 的评级。BNP Paribas 在 11 月 24 日的研究报告中开始覆盖 Expedia Group 的股票，并为该公司设定了 “持有” 的评级。DA Davidson 在周四的研究报告中重申了 “中性” 评级，并为 Expedia Group 的股票设定了 294.00 美元的目标价。Wells Fargo &amp; Company 将 Expedia Group 的股票目标价从 212.00 美元上调至 272.00 美元，并在 11 月 7 日的报告中给予该股票 “等权重” 的评级。最后，Argus 在 11 月 10 日的报告中将 Expedia Group 的股票目标价从 265.00 美元上调至 300.00 美元，并给予该公司 “买入” 的评级。两位投资分析师对该股票给予了强烈买入评级，十三位分析师给予了买入评级，二十五位分析师对该公司的股票给予了持有评级。根据 MarketBeat 的数据，该公司目前的平均评级为 “持有”，平均目标价为 265.78 美元。</p>
</div><p><strong>Get Our Latest Stock Report on EXPE</strong></p>
<div class="lb-trans"><p><strong>获取我们关于 EXPE 的最新股票报告</strong></p>
</div><h2>Expedia Group Profile</h2>
<div class="lb-trans"><h2>Expedia Group 简介</h2>
</div><p>(Free Report)</p>
<div class="lb-trans"><p>(免费报告)</p>
</div><p>Expedia Group, Inc operates as an online travel company in the United States and internationally. The company operates through B2C, B2B, and trivago segments. Its B2C segment includes Brand Expedia, a full-service online travel brand offers various travel products and services; Hotels.com for lodging accommodations; Vrbo, an online marketplace for the alternative accommodations; Orbitz, Travelocity, Wotif Group, ebookers, CheapTickets, Hotwire.com and CarRentals.com.</p>
<div class="lb-trans"><p>Expedia Group, Inc 是一家在美国及国际上运营的在线旅游公司。该公司通过 B2C、B2B 和 trivago 部门运营。其 B2C 部门包括 Brand Expedia，这是一个提供各种旅游产品和服务的全方位在线旅游品牌；Hotels.com 提供住宿服务；Vrbo 是一个替代住宿的在线市场；Orbitz、Travelocity、Wotif Group、ebookers、CheapTickets、Hotwire.com 和 CarRentals.com。</p>
</div><h2>Read More</h2>
<div class="lb-trans"><h2>了解更多</h2>
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<li>我们更看好的五只股票，胜过 Expedia Group</li>
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</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9RVhQRQ" alt="" original-src="https://www.marketbeat.com/scripts/SECFilingChart.ashx?Prefix=NASDAQ&amp;Symbol=EXPE"/></p>
<p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙述科学技术和 MarketBeat 的金融数据生成，以便为读者提供最快的报道和公正的覆盖。请将任何问题或评论发送至 contact@marketbeat.com。</em></p>
</div><h2>Should You Invest $1,000 in Expedia Group Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 Expedia Group 吗？</h2>
</div><p>Before you consider Expedia Group, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Expedia Group 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Expedia Group wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只顶级分析师悄悄向客户推荐的股票，以便在更广泛的市场注意到之前购买……而 Expedia Group 并不在名单上。</p>
</div><p>While Expedia Group currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Expedia Group 目前在分析师中获得了持有评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

Expedia 集团公司 $EXPE 的股票被 Saraza Management LP 购入