
亿万富翁投资者、潘兴广场资本管理公司创始人比尔·阿克曼周四表示,他依然对以色列经济和金融市场“看好”,并预测该国将在十年内诞生一家市值达1万亿美元的公司。
Billionaire investor Bill Ackman, founder of Pershing Square Capital Management, said on Thursday he remained "bullish" on Israel's economy and financial markets, and predicted the country would produce a $1 trillion company within a decade.
记者 史蒂文·谢尔 报道 阿克曼在特拉维夫举行的希巴医疗中心年度ARC峰会上发表上述言论。阿克曼及其妻子内里·奥克斯曼于2024年买入了特拉维夫证券交易所5%的股份。
By Steven Scheer Ackman was speaking at the Sheba Medical Center's annual ARC summit in Tel Aviv Ackman and his wife, Neri Oxman, in 2024 bought a 5% stake in the Tel Aviv Stock Exchange He said he became very bullish on Israel after the October 7, 2023, attacks and had grown even more optimistic since, describing the economy as one of the best in the world Ackman said Israel's main economic disadvantage was its small population compared with much larger markets such as the US and Europe However, he said Israel's size could become an advantage in the age of artificial intelligence, arguing that larger economies face greater fiscal burdens.
他说,2023年10月7日袭击发生后,他变得非常看好以色列,此后更加乐观,形容以色列经济是世界上最好的经济体之一。阿克曼表示,以色列主要的经济劣势是人口较少,与美国和欧洲等大得多的市场相比处于劣势。然而,他说在人工智能时代,以色列的规模可能转为优势,理由是大型经济体面临更大的财政负担。他说:“美国有40万亿美元的债务,其中很大一部分来自于维持一个庞大的人口。”
"The United States has $40 trillion of debt and a lot of that debt comes from supporting a very large population," he said. Ackman said Israel's technology ecosystem had matured over the past decade, with entrepreneurs increasingly choosing to scale their companies rather than sell them early to multinational firms "There will be a trillion dollar market cap company that comes out of Israel.
阿克曼表示,过去十年,以色列的科技生态系统已趋成熟,企业家越来越倾向于扩大自家公司规模,而不是早早将其出售给跨国公司。他说:“将会有一家万亿美元市值的公司从以色列诞生。如果未来五年内没有,更别说未来十年了,我会感到惊讶。”
阿克曼称,一系列冲突已“重置”了中东,改善了和平前景,并大幅降低了地区风险。他说,美国总统唐纳德·特朗普正致力于消除伊朗威胁,如果成功,“这将给该地区带来巨大的和平红利”。
I would be surprised if not in the next five years, let alone the next 10," he said Ackman said a series of conflicts had "reset" the Middle East, improving prospects for peace and significantly reducing risk in the region He said US President Donald Trump was working to eliminate the Iranian threat and that, if successful, "this is going to be a massive peace dividend in the region".
在谈到美国政治时,阿克曼表示,他视民主社会主义者为“对民主、资本主义、以色列和犹太人的威胁”。
On US politics, Ackman said he viewed Democratic Socialists as a "threat to democracy, capitalism, Israel and the Jewish people".