{"id":743899,"date":"2026-03-12T18:22:13","date_gmt":"2026-03-12T10:22:13","guid":{"rendered":"https:\/\/www.alphaseek.cn\/?p=743899"},"modified":"2026-03-12T18:22:13","modified_gmt":"2026-03-12T10:22:13","slug":"%e5%8d%a1%e5%a1%94%e5%b0%94%e6%94%af%e6%8c%81%e7%9a%84%e5%9f%ba%e9%87%91%e5%86%8d%e5%ba%a6%e5%8f%91%e8%b5%b7%e6%94%b6%e8%b4%ad-%e6%a3%92%e7%ba%a6%e7%bf%b0%e8%8e%b7%e6%96%b0%e6%94%b6%e8%b4%ad%e6%84%8f","status":"publish","type":"post","link":"https:\/\/www.alphaseek.cn\/?p=743899","title":{"rendered":"\u5361\u5854\u5c14\u652f\u6301\u7684\u57fa\u91d1\u518d\u5ea6\u53d1\u8d77\u6536\u8d2d \u68d2\u7ea6\u7ff0\u83b7\u65b0\u6536\u8d2d\u610f\u5411"},"content":{"rendered":"<p>Irth Capital \u63d0\u51fa\u8981\u7ea6\uff0c\u8ba1\u5212\u5c06\u8fd9\u5bb6\u62ab\u8428\u8fde\u9501\u4f01\u4e1a\u79c1\u6709\u5316<\/p>\n<p>\u636e\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u4e00\u5bb6\u7531\u5361\u5854\u5c14\u652f\u6301\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%8a%95%e8%b5%84\" title=\"View all posts in \u6295\u8d44\" target=\"_blank\" class=\"tag_link\">\u6295\u8d44<\/a>\u57fa\u91d1\u5df2\u63d0\u4ea4\u8981\u7ea6\uff0c\u8ba1\u5212\u5c06\u62ab\u8428\u8fde\u9501\u4f01\u4e1a \u68d2\u7ea6\u7ff0\u56fd\u9645\uff08Papa John\u2019s International\uff09 \u79c1\u6709\u5316\u3002<\/p>\n<p>\u77e5\u60c5\u4eba\u58eb\u79f0\uff0c\u68d2\u7ea6\u7ff0\u6b63\u5728\u5ba1\u8bae<strong>Irth Capital Management<\/strong>\u7684<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e6%94%b6%e8%b4%ad\" title=\"View all posts in \u6536\u8d2d\" target=\"_blank\" class=\"tag_link\">\u6536\u8d2d<\/a>\u65b9\u6848\uff0c\u8be5\u65b9\u6848\u8fd8\u83b7\u5f97\u4e86\u5e03\u9c81\u514b\u83f2\u5c14\u5fb7\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\uff08Brookfield Asset Management\uff09\u7684\u652f\u6301\u3002<\/p>\n<p><strong>\u4ea4\u6613\u7ec6\u8282<\/strong><\/p>\n<p>\u77e5\u60c5\u4eba\u58eb\u8868\u793a\uff0cIrth \u7ed9\u51fa\u7684\u62a5\u4ef7\u4e3a\u6bcf\u80a1<strong>47 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\u7684\u8981\u7ea6\uff0c\u4e5f\u4e0d\u6392\u9664\u4f1a\u51fa\u73b0\u5176\u4ed6\u7ade\u8d2d\u65b9\u3002<\/p>\n<p>\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0cIrth \u53bb\u5e74\u66fe\u8054\u5408\u79c1\u52df\u80a1\u6743\u516c\u53f8\u963f\u6ce2\u7f57\u5168\u7403\u7ba1\u7406\uff08Apollo Global Management\uff09\u8bd5\u56fe\u6536\u8d2d\u68d2\u7ea6\u7ff0\uff0c\u4f46\u76f8\u5173\u8c08\u5224\u6700\u7ec8\u7834\u88c2\uff0c\u672a\u8fbe\u6210\u534f\u8bae\u3002<\/p>\n<p>\u77e5\u60c5\u4eba\u58eb\u79f0\uff0c\u4f5c\u4e3a\u68d2\u7ea6\u7ff0\u7684\u73b0\u6709\u80a1\u4e1c\uff0cIrth \u8fd1\u671f\u5df2\u5c06\u5176\u5b9e\u9645\u6301\u80a1\u6bd4\u4f8b\u589e\u81f3\u7ea6 10%\u3002<\/p>\n<p><strong>\u884c\u4e1a\u80cc\u666f<\/strong><\/p>\n<p>\u62ab\u8428\u884c\u4e1a\u6b63\u9762\u4e34\u6765\u81ea\u58a8\u897f\u54e5\u83dc\u3001\u5496\u5561\u5e97\u7b49\u5176\u4ed6\u9910\u996e\u54c1\u7c7b\u7684\u65e5\u76ca\u6fc0\u70c8\u7ade\u4e89\u3002\u8fbe\u7f8e\u4e50\u62ab\u8428\uff08Domino\u2019s Pizza\uff09\u5728\u8fde\u9501\u5e02\u573a\u4e2d\u5360\u636e\u8d8a\u6765\u8d8a\u4e3b\u5bfc\u7684\u5730\u4f4d\uff0c\u5e76\u4e0d\u65ad\u8695\u98df\u5305\u62ec\u68d2\u7ea6\u7ff0\u3001\u5fc5\u80dc\u5ba2\u5728\u5185\u7684\u7ade\u4e89\u5bf9\u624b\u4efd\u989d\u3002<\/p>\n<p>\u68d2\u7ea6\u7ff0\u4e0a\u6708\u5ba3\u5e03\uff0c\u5c06\u5173\u95ed\u6570\u767e\u5bb6<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e7%be%8e%e5%9b%bd\" title=\"View all posts in \u7f8e\u56fd\" target=\"_blank\" class=\"tag_link\">\u7f8e\u56fd<\/a>\u672c\u571f\u95e8\u5e97\u3001\u7cbe\u7b80\u83dc\u5355\u54c1\u7c7b\u5e76\u88c1\u51cf\u516c\u53f8\u5c97\u4f4d\uff0c\u8bd5\u56fe\u626d\u8f6c\u7ecf\u8425\u5c40\u9762\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u4eca\u5e74\u5317\u7f8e\u540c\u5e97\u9500\u552e\u989d\u5c06\u7ee7\u7eed\u4e0b\u6ed1\u3002<\/p>\n<p>\u5fc5\u80dc\u5ba2\u5728\u7f8e\u56fd\u5df2\u8fde\u7eed\u591a\u4e2a\u5b63\u5ea6\u540c\u5e97\u9500\u552e\u989d\u4e0b\u6ed1\uff0c\u5176\u6bcd\u516c\u53f8<span><a href=\"https:\/\/stock.finance.sina.com.cn\/usstock\/quotes\/YUM.html\" target=\"_blank\" data-sudaclick=\"content_marketkeywords_p\" rel=\"noopener\">\u767e\u80dc\u9910\u996e\u96c6\u56e2<\/a><\/span><span><\/span>\uff08Yum Brands\uff09\u6b63\u8003\u8651\u51fa\u552e\u8be5\u54c1\u724c\u3002<\/p>\n<p>\u68d2\u7ea6\u7ff0\u591a\u5e74\u6765\u6df1\u9677\u56f0\u5883\uff1a2017 \u5e74\uff0c\u516c\u53f8\u521b\u59cb\u4eba\u3001\u524d\u9996\u5e2d\u6267\u884c\u5b98\u7ea6\u7ff0\u30fb\u65bd\u7eb3\u7279\u53d1\u8868\u4e00\u7cfb\u5217\u4e89\u8bae\u8a00\u8bba\uff0c\u5bfc\u81f4\u5927\u91cf\u6d88\u8d39\u8005\u6d41\u5931\u3002\u5f53\u5e74 12 \u6708\uff0c\u4ed6\u540c\u610f\u8f9e\u53bb CEO \u4e00\u804c\uff1b\u6570\u6708\u540e\u53c8\u8f9e\u53bb\u8463\u4e8b\u4f1a\u4e3b\u5e2d\u804c\u52a1\uff0c\u68d2\u7ea6\u7ff0\u9500\u552e\u989d\u968f\u4e4b\u5927\u5e45\u8df3\u6c34\u3002<\/p>\n<p>Irth \u662f\u4e00\u5bb6\u7531\u5361\u5854\u5c14\u738b\u5ba4\u6210\u5458\u652f\u6301\u7684\u5168\u7403\u8d44\u4ea7\u7ba1\u7406\u516c\u53f8\uff0c\u6210\u7acb\u4e8e 2024 \u5e74\u3002\u8054\u5408\u521b\u59cb\u4eba\u4e3a\u524d\u5361\u5854\u5c14\u6295\u8d44\u5c40\u5b98\u5458\u8c22\u8d6b\u30fb\u7a46\u7f55\u9ed8\u5fb7\u30fb\u672c\u30fb\u963f\u535c\u675c\u62c9\u30fb\u963f\u52d2\u8428\u5c3c\uff0c\u4ee5\u53ca\u66fe\u521b\u7acb Durational Capital Management \u7684\u9a6c\u4fee\u30fb\u5e03\u62c9\u5fb7\u8096\u3002\u56e2\u961f\u6210\u5458\u8fd8\u5305\u62ec\u524d Starboard Value \u5458\u5de5\u9ea6\u514b\u30fb\u827e\u4f2f\u7279\uff0c\u8be5\u6fc0\u8fdb<a href=\"https:\/\/www.alphaseek.cn\/?tag=%e5%af%b9%e5%86%b2%e5%9f%ba%e9%87%91\" title=\"View all posts in \u5bf9\u51b2\u57fa\u91d1\" target=\"_blank\" class=\"tag_link\">\u5bf9\u51b2\u57fa\u91d1<\/a>\u6570\u5e74\u524d\u66fe\u6295\u8d44\u68d2\u7ea6\u7ff0\uff0c\u5176\u521b\u59cb\u4eba\u4e5f\u66fe\u62c5\u4efb\u68d2\u7ea6\u7ff0\u8463\u4e8b\u4f1a\u4e3b\u5e2d\u3002<\/p>\n<p>\u82e5\u6210\u529f\u6536\u8d2d\u68d2\u7ea6\u7ff0\uff0c\u5c06\u6210\u4e3a Irth \u6210\u7acb\u540e\u7684\u9996\u6279\u91cd\u5927\u4ea4\u6613\u4e4b\u4e00\u3002<\/p>\n<p>\u8d23\u4efb\u7f16\u8f91\uff1a\u90ed\u660e\u715c <\/p>\n","protected":false},"excerpt":{"rendered":"<p>Irth Capital \u63d0\u51fa\u8981\u7ea6\uff0c\u8ba1\u5212\u5c06\u8fd9\u5bb6\u62ab\u8428\u8fde\u9501\u4f01\u4e1a\u79c1\u6709\u5316 \u636e\u77e5\u60c5\u4eba\u58eb\u900f\u9732\uff0c\u4e00\u5bb6\u7531\u5361\u5854\u5c14\u652f\u6301\u7684\u6295\u8d44\u57fa\u91d1\u5df2 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"aside","meta":[],"categories":[4],"tags":[142,80,241,103,367],"views":26,"_links":{"self":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/743899"}],"collection":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=743899"}],"version-history":[{"count":0,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=\/wp\/v2\/posts\/743899\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=743899"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=743899"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.alphaseek.cn\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=743899"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}