https://lindaly.cn/tmr/ 跟进世界级投资者的一手动态：他们在做什么，为什么这样做。读原文、看行动，分清已确认的事实、当事人的判断与节目的推论。内容仅供信息与讨论，不构成个性化投资建议。 zh-cn Lindaly false episodic https://lindaly.cn/tmr/assets/tmr-cover-3000.jpg https://lindaly.cn/tmr/ Sun, 18 Oct 2026 15:36:33 +0000 https://lindaly.cn/tmr/#tmr-20261018-ackman-marks-gmo 沿着三条线索展开：PSH回购基金自身股份，霍华德·马克斯追问国债回购政策与利率，GMO讨论AI相关股权供给和融资压力。区分已披露的行动、投资者本人的判断与节目的推论，保留资料的时间边界。来源核验截至2026年10月18日14:55 UTC。 声音由 AI 合成，使用 Kokoro 中文模型。内容依据公开一手材料制作，仅供信息与讨论，不构成个性化投资建议。 一手出处： PSH九月月报: https://assets.pershingsquareholdings.com/wp-content/uploads/2026/10/14141351/PSH-Fact-Sheet-September-2026-Website.pdf PSH八月月报: https://assets.pershingsquareholdings.com/wp-content/uploads/2026/09/15151132/PSH-Fact-Sheet-August-2026-Website.pdf PSH 2026半年报: https://assets.pershingsquareholdings.com/wp-content/uploads/2026/08/13002306/Pershing-Square-Holdings-Ltd.-June-2026-Interim.pdf PSH新增1亿美元回购计划: https://pershingsquareholdings.com/pershing-square-holdings-ltd-announces-additional-share-buyback-program-of-100000000-3/ PSH 10月15日实际回购公告: https://pershingsquareholdings.com/pershing-square-holdings-ltd-announces-transactions-in-own-shares-15-october-2026/ Mastercard扩展Agent Pay信任与信息服务: https://investor.mastercard.com/investor-news/investor-news-details/2026/Mastercard-Advances-Agentic-Commerce-With-New-Trust-and-Intelligence-Services/default.aspx PSH第三季度组合回顾及问答安排: https://pershingsquareholdings.com/pershing-square-holdings-ltd-to-publish-its-quarterly-portfolio-review-on-november-2-2026/ Shall We Repeal the Laws of Economics – Part III: https://www.oaktreecapital.com/insights/memo/shall-we-repeal-the-laws-of-economics---part-iii 美国财政部：扩大长期国债流动性支持回购: https://home.treasury.gov/news/press-releases/sb0607 A Catalyst for the AI Bubble Break: https://www.gmo.com/australia/research-library/a-catalyst-for-the-ai-bubble-break_gmoquarterlyletter/ What Happens When Central Banks Get Busy?: https://www.gmo.com/americas/research-library/what-happens-when-central-banks-get-busy_insights/ PSH官网最新NAV与表现: https://pershingsquareholdings.com/ urn:lindaly:tmr:tmr-20261018-ackman-marks-gmo Sun, 18 Oct 2026 15:36:33 +0000 733 false full