---
title: "阿克曼将数十亿美元投资于微软，同时减少了在 Alphabet 的持股"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286858578.md"
description: "佩尔申广场在阿克曼的领导下收购了 570 万股微软股票，确立其为核心持股。为了融资，阿克曼出售了大部分的 Alphabet 股份，理由是微软的估值和增长潜力令人信服。此外，微软的人工智能增长被认为相比于英伟达更不容易受到地缘政治风险的影响"
datetime: "2026-05-19T05:33:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286858578.md)
  - [en](https://longbridge.com/en/news/286858578.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286858578.md)
---

# 阿克曼将数十亿美元投资于微软，同时减少了在 Alphabet 的持股

New core holding: Pershing Square acquired 5.7 million Microsoft shares last quarter, making it a core position alongside its newly launched public fund. Strategic rotation: Ackman sold most of his Alphabet stake to fund the Microsoft purchase, citing compelling valuation and durable growth potential. Geopolitical calculus: Microsoft’s AI growth is less exposed to Taiwan supply risks than Nvidia, offering insulation from regulatory and geopolitical uncertainty.

### 相关股票

- [MSFU.US](https://longbridge.com/zh-CN/quote/MSFU.US.md)
- [MSFL.US](https://longbridge.com/zh-CN/quote/MSFL.US.md)
- [MSFX.US](https://longbridge.com/zh-CN/quote/MSFX.US.md)
- [MSFO.US](https://longbridge.com/zh-CN/quote/MSFO.US.md)
- [MSFT.US](https://longbridge.com/zh-CN/quote/MSFT.US.md)
- [PSHZF.US](https://longbridge.com/zh-CN/quote/PSHZF.US.md)
- [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md)
- [GOOG.US](https://longbridge.com/zh-CN/quote/GOOG.US.md)
- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md)

## 相关资讯与研究

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