画饼仙人韭菜花
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放弃苹果?人家第一重仓还是苹果
“股神”隐退,伯克希尔为何“弃苹果、选谷歌”?
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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117190809a6ff3ce8&s=b><strong>金融投资报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“股神”巴菲特虽然宣布隐退了,但他的投资旗舰伯克希尔·哈撒韦(以下简称“伯克希尔”)依然受到众多投资者的关注。由于重大投资依旧是由巴菲特做主,伯克希尔的大笔买卖依旧能指引“股神”拥趸们的投资方向。日前,伯克希尔公布了今年第三季度的投资报告。第三季度,伯克希尔买入了64亿美元股票,卖出了125亿美元股票,这是其连续第十二个季度净卖出股票。最引人注目的是,在三季度,伯克希尔新买入Alphabet(谷歌...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117190809a6ff3ce8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4176":"多领域控股","MACW.SI":"APPLE 3xLongSG261006","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","BK4575":"芯片概念","BRK.B":"伯克希尔B","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION 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Horton的持股,这些都是传统消费的代表品种。不出意外的话,Alphabet只是伯克希尔大胆拥抱科技拥抱AI的一个开始,毕竟AI是未来科技的代表。不仅仅是Alphabet,美国科技“七姐妹”在AI以及AI衍生的众多前沿科技产业领域你追我赶,从GPU芯片、AI数据基建,到卫星互联网、太空智算中心等,都是大手笔投资。因此,尽管最近一个多月以来,海外资本市场AI相关科技股股价出现了剧烈的震荡,唱空与做空声不绝于耳,但依旧有投资大佬认为人工智能还处于起步阶段,宽裕的流动性将支撑前沿科技企业的高估值。这个宽裕的流动性,包括了科技“七姐妹”自己在产业上的巨额投入,也包括像伯克希尔这样长期价值投资者的二级市场投入。如此巨额的流动性投入,最终会体现到科技进步与市场应用放量的双赢之上。","news_type":1,"symbols_score_info":{"GOOG":1.5,"MACW.SI":0.6,"BRK.A":1.5,"USJW.SI":0.6,"GOOGL":1.5,"AAPL":1.5,"BRK.B":1.5}},"isVote":1,"tweetType":1,"viewCount":931,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/501181873058488"}
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