<div id="readability-page-1">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.</div>

微軟每日 2 倍做多 ETF - Direxion

2 倍做多 MSFT ETF - GraniteShares

MSFX

MSFO

<p>佩爾申廣場在阿克曼的領導下收購了 570 萬股微軟股票，確立其為核心持股。為了融資，阿克曼出售了大部分的 Alphabet 股份，理由是微軟的估值和增長潛力令人信服。此外，微軟的人工智能增長被認為相比於英偉達更不容易受到地緣政治風險的影響</p>

Ackman shifts billions into Microsoft, trims Alphabet stake

T-Rex 2X Long Microsoft Daily Target ETF

YieldMax MSFT Option Income Strategy ETF

微軟

Pershing Square Holdings Ord

谷歌-A

谷歌-C

英偉達

NVIDIA Corporation

阿克曼將數十億美元投資於微軟，同時減少了在 Alphabet 的持股