罕见同步！巴菲特、段永平都在大幅减持苹果到底怎么了

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快科技2月18日消息，当地时间2月17日美股盘后，巴菲特旗下伯克希尔·哈撒韦向美国证监会（SEC）提交了最新 13F 持仓报告。这也是巴菲特担任 CEO 期间的最后一份季度持仓文件，其在任期尾声继续对科技巨头持仓进行调整，在连续减持苹果、美国银行等重仓股的同时，首次建仓传统媒体《纽约时报》。报告显示，2025年第四季度，伯克希尔大幅减持亚马逊超 77%，并连续第三个季度减持苹果。当季伯克希尔抛售...

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CEO 期间的最后一份季度持仓文件，其在任期尾声继续对科技巨头持仓进行调整，在连续减持苹果、美国银行等重仓股的同时，首次建仓传统媒体《纽约时报》。报告显示，2025年第四季度，伯克希尔大幅减持亚马逊超 77%，并连续第三个季度减持苹果。当季伯克希尔抛售...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260218173647a4afe68b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BFSS8Q28.SGD","symbol_name":"Janus Henderson Balanced A Inc SGD-H","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260218173647a4afe68b&s=b","article_id":"2612414313","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260218173647a4afe68b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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Buffett and Duan Yongping are both significantly reducing their holdings of Apple. What happened?","themeId":"665c40dc01dc6d82586b9fd4bc197e2f","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":1.98,"AAPD":0.6,"BRKU":0.6,"AAPW":0.6,"BRKD":0.6,"AAPX":0.6,"BRKW":0.6,"APLY":0.6,"AAPU":0.6,"BRKC":0.6,"MACW.SI":0.6,"AAPY":0.6,"AAPB":0.6},"content_text":"快科技2月18日消息，当地时间2月17日美股盘后，巴菲特旗下伯克希尔·哈撒韦向美国证监会（SEC）提交了最新 13F 持仓报告。这也是巴菲特担任 CEO 期间的最后一份季度持仓文件，其在任期尾声继续对科技巨头持仓进行调整，在连续减持苹果、美国银行等重仓股的同时，首次建仓传统媒体《纽约时报》。报告显示，2025年第四季度，伯克希尔大幅减持亚马逊超 77%，并连续第三个季度减持苹果。当季伯克希尔抛售苹果超 1029 万股，持股数量环比下降 4.3%，持仓市值环比减少约 28 亿美元，苹果也成为伯克希尔四季度减持市值最多的个股。尽管持续减持，截至四季度末，苹果依旧是伯克希尔第一大重仓股，持仓占比从三季度的 22.69% 微降至 22.60%。与此同时，段永平旗下H&H International Investment 披露的13F文件也显示，其在2025年第四季度同样减持了苹果。段永平四季度共减持五只股票，其中减持幅度最大的便是苹果；同期增持了六只股票，增持最多的为英伟达。尽管减持，苹果仍是段永平的第一大重仓股，期末持仓市值达 87.97亿美元，持仓占比高达50.3%。四季度他共计减持苹果 247.06 万股，减持幅度 7.09%。有分析认为，巴菲特在投资生涯收官阶段持续减持苹果，是对估值纪律、风险控制与时代趋势的综合权衡。一、严格执行估值纪律巴菲特当年建仓苹果时，其市盈率不足10倍，而到2025年已飙升至35倍以上，远超他认可的安全边际。巴菲特多次强调，此次减持属于估值管理，并非看空苹果本身。当苹果市盈率对应的收益率仅2.5%，低于美国10年期国债4.29% 的收益率时，持有现金或国债的性价比更高，这也延续了他 “在别人贪婪时恐惧” 的投资原则。二、控制组合集中度风险苹果一度占到伯克希尔股票持仓的50%，远超单一个股的合理配置上限。巴菲特通过减持，将其权重降至25%左右，以此分散投资风险。当前美股科技板块交易集中度处于历史极值：标普 500前十大权重股中有九家为AI相关巨头，市值占比超 44%，但净利润仅占 32%，估值溢价明显。减持这类高度集中的科技资产，也符合其不押注单一赛道的保守策略。三、储备现金，等待重大机会。2025年，伯克希尔现金储备已增至创纪录的3800亿美元，主要投向短期美债。巴菲特曾直言，此举是为未来五年可能出现的 “重大机会” 储备弹药，思路与1973年 “漂亮 50”崩盘前、2008年金融危机前的操作一脉相承。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2612414313","isCrawlerRequest":true}

罕见同步！巴菲特、段永平都在大幅减持 苹果到底怎么了

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罕见同步！巴菲特、段永平都在大幅减持苹果到底怎么了