Bloomberg Markets·· 3 天前AI 评分22
Antipodes 投资组合经理为何押注迪士尼
Why Antipodes Portfolio Manager Is Betting on Disney
AI 导读
Antipodes Partners 投资组合经理 Vihari Ross 解释了她押注迪士尼的原因，称其在 AI 与行业颠覆之际是一个“真正的价值机会”。她是在新西兰皇后镇举行的 Sohn Hearts & Minds 会议期间接受采访时作出上述表述。
正文
Nov 6th, 2026
Why Antipodes Portfolio Manager Is Betting on Disney
Portfolio manager Vihari Ross of Antipodes Partners explains why Disney is a "genuine value opportunity" amid AI and disruption. She spoke on the sidelines of the Sohn Hearts & Minds conference in Queenstown, New Zealand.
来源：Bloomberg Markets · bloomberg.com