有意思嘛的个人主页 - 老虎社区

有意思嘛

有意思嘛

无论你做多做空都是自己的选择但请不要忽视别人的感受

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1871粉丝

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0勋章

01-30

$特斯拉(TSLA)$ 可以刚建仓就飞了合并搞波大的😂

2024-03-19

$英伟达(NVDA)$ 这波回800

2020-06-08

$特斯拉(TSLA)$为什么一些人就不懂吃差价呢？还以为我们是被套的！我最近都不想嗮单的忙着看房子😒😒😒

2020-09-17

$特斯拉(TSLA)$四巫日谨慎交易！

2025-09-16

$苹果(AAPL)$ 如果连这种稳定股都玩不清楚就更别碰特斯拉了

2020-03-03

$特斯拉(TSLA)$$亚马逊(AMZN)$$标普500ETF(SPY)$$苹果(AAPL)$忘记更新了！虽然也没什么用！这玩意要被起诉了[冷漠][冷漠][冷漠] 还好平时也有用其他APP！

2020-07-13

$特斯拉(TSLA)$不好意思这20万我先收下了！$亚马逊(AMZN)$$蔚来(NIO)$

2020-01-30

$特斯拉(TSLA)$这次我一共赌4个财报 $苹果(AAPL)$$波音(BA)$$亚马逊(AMZN)$已经连续中3个了就差明天的亚马逊了[真香][真香][真香]祝大家好运！

2020-01-30

$特斯拉(TSLA)$唉其实还是有一点点小失望的……没涨15%不过也总比没有好👌🏻

2020-08-17

$特斯拉(TSLA)$我的预测很稳[开心][开心][开心]只在群里发布！

去老虎APP查看更多动态

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目标不变","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502625528820504","isVote":1,"tweetType":1,"viewCount":3225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":501181873058488,"gmtCreate":1763388411253,"gmtModify":1763388413610,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"themes":[],"title":"","htmlText":"放弃苹果？人家第一重仓还是苹果&nbsp;","listText":"放弃苹果？人家第一重仓还是苹果&nbsp;","text":"放弃苹果？人家第一重仓还是苹果","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501181873058488","repostId":"2584642226","repostType":2,"repost":{"id":"2584642226","kind":"news","pubTimestamp":1763375542,"share":"https://www.laohu8.com/m/news/2584642226?lang=zh_CN&edition=full","pubTime":"2025-11-17 18:32","market":"us","language":"zh","title":"“股神”隐退，伯克希尔为何“弃苹果、选谷歌”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2584642226","media":"金融投资报","summary":"“股神”巴菲特虽然宣布隐退了，但他的投资旗舰伯克希尔·哈撒韦依然受到众多投资者的关注。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。更耐人寻味的是，今年第三季度，伯克希尔减持了约4179万股苹果股票，这也是“股神”的旗舰公司连续第二个季度抛售苹果股票。其实，在“股神”高调退休以后，伯克希尔立刻显露出与时俱进的味道。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20251117190807943d20144t611s13p5\"/><p>“股神”巴菲特虽然宣布隐退了，但他的投资旗舰<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·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。</p><p>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(<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司)1785万股股票，市值约43.4亿美元，在伯克希尔持仓中占1.62%。这是伯克希尔首次买入Alphabet，也是首次大规模买入一家互联网科技公司。虽然此前<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是其第一大仓位股票，但“股神”对苹果的企业定位依旧是电子消费品，没有脱离“消费”范畴，而Alphabet的科技定位显然还要“飘忽”一些。这里的“飘忽”，是从企业定位和财务报表看，显然不太符合“股神”“看得懂、透明公司”的定义。</p><p>更耐人寻味的是，今年第三季度，伯克希尔减持了约4179万股苹果股票，这也是“股神”的旗舰公司连续第二个季度抛售苹果股票。如果是看好科技股的发展前景，伯克希尔似乎完全没有必要一增一减，因为伯克希尔有足够的现金头寸，不可能是因为缺钱而“拆东墙补西墙”。</p><p>究其原因，可能是苹果在AI之路上步伐太小，今年在资本市场的表现不是太好。在美股科技“七姐妹”中，由于苹果有传统的产品和生态护城河，所以其在AI上的表现并不出色，其股价表现也不如人意，截至11月14日，今年的股价只涨了23%。反观<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>，同时期的年度涨幅则达到84%。关键是涨了这么多，其动态市盈率也只有23倍，比苹果近35倍的动态市盈率要小得多。与此相对应的，是谷歌预计2026年的资本支出将远高于2025年的920亿美元，其中大部分资金投入到AI相关领域。苹果则预计未来4年在AI领域投资800亿美元，两相比较差距明显。</p><p>其实，在“股神”高调退休以后，伯克希尔立刻显露出与时俱进的味道。今年第三季度，伯克希尔还减持了3720万股美国银行股份，并清仓了对房屋建筑商DR 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。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“股神”隐退，伯克希尔为何“弃苹果、选谷歌”？</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251117190809a6ff3ce8&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","GOOGL":"谷歌A","AAPL":"苹果","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0426412945.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","MACW.SI":"APPLE 3xLongSG261006","BRK.B":"伯克希尔B","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","USJW.SI":"ALPHAB 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如果连这种稳定股都玩不清楚就更别碰特斯拉了","images":[{"img":"https://static.tigerbbs.com/dc0d2b2270fddfbca02dbe94f444ef37","width":"1290","height":"674"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/479215247053064","isVote":1,"tweetType":1,"viewCount":8282,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3526394775227136","authorId":"3526394775227136","name":"潤涵","avatar":"https://static.tigerbbs.com/eae59a936101106afe94b62311af4940","crmLevel":4,"crmLevelSwitch":0,"idStr":"3526394775227136","authorIdStr":"3526394775227136"},"content":"拿到250吗","text":"拿到250吗","html":"拿到250吗"},{"author":{"id":"3526394775227136","authorId":"3526394775227136","name":"潤涵","avatar":"https://static.tigerbbs.com/eae59a936101106afe94b62311af4940","crmLevel":4,"crmLevelSwitch":0,"idStr":"3526394775227136","authorIdStr":"3526394775227136"},"content":"大佬还拿着了吗","text":"大佬还拿着了吗","html":"大佬还拿着了吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":983129128,"gmtCreate":1583174778264,"gmtModify":1704348951208,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"themes":[],"htmlText":"<a 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还好平时也有用其他APP！","images":[{"img":"https://static.tigerbbs.com/97d7bf54ea5cfd7c3547cc627bfa9bcf","width":"1242","height":"2688"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":41,"repostSize":3,"link":"https://laohu8.com/post/983129128","isVote":1,"tweetType":1,"viewCount":11837,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3481811477737743","authorId":"3481811477737743","name":"希望能赚点猫粮钱","avatar":"https://static.tigerbbs.com/639d370ad3ebb4cc82e2c01731999c29","crmLevel":1,"crmLevelSwitch":0,"idStr":"3481811477737743","authorIdStr":"3481811477737743"},"content":"robin今天太坑了 完全动不了","text":"robin今天太坑了 完全动不了","html":"robin今天太坑了 完全动不了"},{"author":{"id":"3496643964187137","authorId":"3496643964187137","name":"青风飘雪","avatar":"https://static.tigerbbs.com/924a7f9fc064889c77406402ac4914ea","crmLevel":2,"crmLevelSwitch":0,"idStr":"3496643964187137","authorIdStr":"3496643964187137"},"content":"TLRY大麻你怎么看，财报是好还是不好","text":"TLRY大麻你怎么看，财报是好还是不好","html":"TLRY大麻你怎么看，财报是好还是不好"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":943240027,"gmtCreate":1594647419069,"gmtModify":1704206113720,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>不好意思这20万我先收下了！<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a><a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","listText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>","text":"$特斯拉(TSLA)$不好意思这20万我先收下了！$亚马逊(AMZN)$$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/ebbe897ce490e84a87a11ba1641b50a2","width":"1242","height":"1663"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":36,"commentSize":24,"repostSize":0,"link":"https://laohu8.com/post/943240027","isVote":1,"tweetType":1,"viewCount":12609,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454413313413359","authorId":"3454413313413359","name":"ada多","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3454413313413359","authorIdStr":"3454413313413359"},"content":"如果买错方向会怎样，后果。我刚来，大神指导一下","text":"如果买错方向会怎样，后果。我刚来，大神指导一下","html":"如果买错方向会怎样，后果。我刚来，大神指导一下"},{"author":{"id":"3549477303293278","authorId":"3549477303293278","name":"钱亲亲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3549477303293278","authorIdStr":"3549477303293278"},"content":"你其他特斯拉都卖了吗","text":"你其他特斯拉都卖了吗","html":"你其他特斯拉都卖了吗"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":912535067,"gmtCreate":1580337101459,"gmtModify":1704341306770,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"themes":[],"htmlText":"<a 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就差明天的亚马逊了[真香][真香][真香]祝大家好运！","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":17,"commentSize":35,"repostSize":0,"link":"https://laohu8.com/post/912535067","isVote":1,"tweetType":1,"viewCount":12813,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3511360043993023","authorId":"3511360043993023","name":"NaNa说美股","avatar":"https://static.tigerbbs.com/4cf7d4b4970b8413fdd47c7151d67938","crmLevel":1,"crmLevelSwitch":0,"idStr":"3511360043993023","authorIdStr":"3511360043993023"},"content":"亚马逊是明天盘后对吧？","text":"亚马逊是明天盘后对吧？","html":"亚马逊是明天盘后对吧？"},{"author":{"id":"3496907738270228","authorId":"3496907738270228","name":"76ee6ddd","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3496907738270228","authorIdStr":"3496907738270228"},"content":"可惜仓位低，末日就四手，还是700的call，估计也赚不到啥钱","text":"可惜仓位低，末日就四手，还是700的call，估计也赚不到啥钱","html":"可惜仓位低，末日就四手，还是700的call，估计也赚不到啥钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912533303,"gmtCreate":1580334157902,"gmtModify":1704341299899,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"themes":[],"htmlText":"<a 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搞笑搞笑","text":"还有两天时间和我说归0？ 搞笑搞笑","html":"还有两天时间和我说归0？ 搞笑搞笑"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":970362507,"gmtCreate":1597672544709,"gmtModify":1704216252957,"author":{"id":"3523536666774916","authorId":"3523536666774916","name":"有意思嘛","avatar":"https://static.tigerbbs.com/2467760e12a0719e780d7f9aa6176a05","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3523536666774916","authorIdStr":"3523536666774916"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>我的预测很稳[开心][开心][开心]只在群里发布！","listText":"<a 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[喷血]","text":"你不上周五让全卖了嘛 [喷血]","html":"你不上周五让全卖了嘛 [喷血]"}],"imageCount":3,"langContent":"CN","totalScore":0}],"lives":[]}