CNBC将在稍后与亿万富翁投资者比尔·阿克曼进行对话。此处可观看访谈。
CNBC will be talking with billionaire investor Bill Ackman shortly. Watch the interview here.
阿克曼已将Meta Platforms列为Pershing Square投资组合的核心部分。该公司于2025年底首次建仓该股票，持股占Pershing资本的10%，截至去年底。
Ackman has made Meta Platforms a core part of Pershing Square's portfolio. The firm first established a position in the stock in late 2025 with the stake amounting to 10% of Pershing's capital as of the end of last year.
他在2月进一步增持，持股规模相当可观。当时，阿克曼在一次投资者演示中表示，Meta的人工智能“长期上涨潜力意味着，对于世界上最伟大的企业之一，其估值被深度低估”。
He increased his position to a sizable stake in February. At the time, Ackman cited Meta's "long-term upside potential from AI represents a deeply discounted valuation for one of the world's greatest businesses," during an investor presentation.
该公司还认为，Meta在计算基础设施方面的投资是必要的，并最终可能带来可观回报。
The firm also believes Meta's investments in compute infrastructure are necessary and could eventually generate attractive returns.
Pershing Square指出，鉴于Meta具备“人工智能带来的显著上涨潜力，支持前置基础设施和人才投资”，因此其在长期盈利增长方面处于有利地位。阿克曼的这番评论发布之际，Meta——Facebook和Instagram的母公司——周三公布了第三季度财报，营收优于预期，并对当前期间给出了强劲指引。然而，由于对人工智能支出的担忧，其股价却下跌了。
Pershing square noted that Meta is well-positioned for long-term earnings growth given its "significant upside potential from AI supports front-loading infrastructure and talent investments." His comments on the Facebook and Instagram parent comes as it reported better-than-expected revenue in its third-quarter earnings report on Wednesday, while issuing strong guidance for the current period. The shares were lower however because of concerns over AI spending.