段永平三季度美股持仓曝光，新建仓阿斯麦、苹果占比超六成

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近日，知名投资人段永平管理的H&H投资账户最新持仓报告显示，截至2025年第三季度末，其美股组合持有11只股票，总市值达146.8亿美元（约合人民币1042亿元）。三季度操作中，段永平新建仓全球唯一EUV光刻机供应商阿斯麦8万股，持仓金额7745万美元，占组合0.53%。同期对伯克希尔B股进行加仓，同时减持苹果、拼多多、阿里巴巴、谷歌C和英伟达，西方石油、微软、迪士尼及台积电持仓维持不变。苹果仍为...

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