段永平试水“AI交易”：卖苹果加仓英伟达，“新入”这三只股

华尔街见闻02-18

在大幅减持第一大重仓股苹果的同时，知名投资人段永平在Q4将英伟达仓位狂拉逾11倍，并轻仓“试水”三家极具代表性的AI垂直领域公司。数据显示，段永平Q4共增持了六只股票，其中增持幅度最大的是英伟达，增持幅度第二大的股票是伯克希尔哈撒韦；同时，段永平也减持了五只股票，减持幅度最大的是苹果。这位曾以重仓网易、茅台、苹果著称的价值投资大佬，正在用真金白银完成对人工智能时代的深度建仓。“狂加”英伟达、“新入...

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