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@话题虎：AI下半场分歧暴露！13F持仓出炉，你看好哪家表现？

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<p><strong>桥水基金：买指数，买AI，AI硬件链配置非常完整</strong>-标普500指数、亚马逊、英伟达、谷歌、博通、美光、微软、台积电等，相较于伯克希尔，在AI方面配置会更激进一点；</p></li>\n <li>\n  <p><strong>ARK：还是重仓特斯拉，更偏应用层和创新型公司的押注</strong>，医疗、加密和AI应用板块均有配置。</p></li>\n</ul>\n<p>但不管怎么说，三家知名机构的持仓配重均有一个共同点：<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">重仓AI产业链</span>，只是各自具体操作会有明显的分化。</p>\n<p></p>\n<p><strong>各位小虎们，</strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">持续押注AI下，机构持仓却开始出现分歧（eg.伯克希尔在大举建仓谷歌，清仓亚马逊，但桥水却在增持亚马逊），大家更看好哪家操作？</span></strong></p>\n<p></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！🎁🎁</strong> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a></p></body></html>","htmlText":"<html><head></head><body><p>13F报告出炉，虽然只会披露在美上市的股票多头头寸，但也能看出大佬们的投资方向~ 看看最知名的三家：</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be32b32c18ae608cc34f2f8f0cd8e378\" tg-width=\"1024\" tg-height=\"1536\"></p>\n<p>各自的亮点，<span class=\"teditor-emoji\">[眼眼]</span></p>\n<ul style=\"\">\n <li>\n  <p><strong>伯克希尔：增持谷歌A。</strong>增持Alphabet的A类股超过3640万股，持股数较四季度末激增约204%，持仓市值增至156亿美元，在伯克希尔主要持仓中的排名从四季度的第十位升至第七位，另外把亚马逊清仓了（一直以来，伯克希尔对科技股极为谨慎，真正重仓的只有苹果，现在开始持续买入谷歌了）；</p></li>\n <li>\n  <p><strong>桥水基金：买指数，买AI，AI硬件链配置非常完整</strong>-标普500指数、亚马逊、英伟达、谷歌、博通、美光、微软、台积电等，相较于伯克希尔，在AI方面配置会更激进一点；</p></li>\n <li>\n  <p><strong>ARK：还是重仓特斯拉，更偏应用层和创新型公司的押注</strong>，医疗、加密和AI应用板块均有配置。</p></li>\n</ul>\n<p>但不管怎么说，三家知名机构的持仓配重均有一个共同点：<span class=\"color-mark\" style=\"color: rgb(22, 145, 121);\">重仓AI产业链</span>，只是各自具体操作会有明显的分化。</p>\n<p></p>\n<p><strong>各位小虎们，</strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">持续押注AI下，机构持仓却开始出现分歧（eg.伯克希尔在大举建仓谷歌，清仓亚马逊，但桥水却在增持亚马逊），大家更看好哪家操作？</span></strong></p>\n<p></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！🎁🎁</strong> <a data-mention-id=\"AAPL\" class=\"teditor-mention\" data-mention-name=\"苹果\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> <a data-mention-id=\"GOOGL\" class=\"teditor-mention\" data-mention-name=\"谷歌A\" href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> <a data-mention-id=\"TSLA\" class=\"teditor-mention\" data-mention-name=\"特斯拉\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a></p></body></html>","text":"13F报告出炉，虽然只会披露在美上市的股票多头头寸，但也能看出大佬们的投资方向~ 看看最知名的三家： 各自的亮点，[眼眼] 伯克希尔：增持谷歌A。增持Alphabet的A类股超过3640万股，持股数较四季度末激增约204%，持仓市值增至156亿美元，在伯克希尔主要持仓中的排名从四季度的第十位升至第七位，另外把亚马逊清仓了（一直以来，伯克希尔对科技股极为谨慎，真正重仓的只有苹果，现在开始持续买入谷歌了）； 桥水基金：买指数，买AI，AI硬件链配置非常完整-标普500指数、亚马逊、英伟达、谷歌、博通、美光、微软、台积电等，相较于伯克希尔，在AI方面配置会更激进一点； ARK：还是重仓特斯拉，更偏应用层和创新型公司的押注，医疗、加密和AI应用板块均有配置。 但不管怎么说，三家知名机构的持仓配重均有一个共同点：重仓AI产业链，只是各自具体操作会有明显的分化。 各位小虎们， 持续押注AI下，机构持仓却开始出现分歧（eg.伯克希尔在大举建仓谷歌，清仓亚马逊，但桥水却在增持亚马逊），大家更看好哪家操作？ 评论区分享你的观点，一起赢取1000虎币奖励！🎁🎁 $苹果(AAPL)$ $亚马逊(AMZN)$ $谷歌A(GOOGL)$ 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