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画饼仙人韭菜花
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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画饼仙人韭菜花
2024-03-19
$英伟达(NVDA)$
这波回800
画饼仙人韭菜花
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😒😒😒
画饼仙人韭菜花
2020-09-17
$特斯拉(TSLA)$
四巫日谨慎交易!
画饼仙人韭菜花
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
画饼仙人韭菜花
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!
画饼仙人韭菜花
2020-07-13
$特斯拉(TSLA)$
不好意思这20万我先收下了!
$亚马逊(AMZN)$
$蔚来(NIO)$
画饼仙人韭菜花
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!
画饼仙人韭菜花
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👌🏻
画饼仙人韭菜花
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!
画饼仙人韭菜花
2020-09-25
$特斯拉(TSLA)$
我不像某些人无聊就来做什么没刁用文章在社区!我从来就是快准狠,一句话表达完毕!还什么割非菜什么乱七八糟!
画饼仙人韭菜花
2020-02-06
$特斯拉(TSLA)$
时机快到了准备入手[开心][开心][开心]
画饼仙人韭菜花
2020-02-08
$特斯拉(TSLA)$
今天很稳了!很好了[贱笑][贱笑] 不求多就求稳!
画饼仙人韭菜花
2019-08-01
$Beyond Meat Inc.(BYND)$
这几天套路都差不多 等着盘后被收割
画饼仙人韭菜花
2020-08-22
$特斯拉(TSLA)$
还有600美金的上升空间[贱笑][贱笑][贱笑]
画饼仙人韭菜花
2020-07-11
$特斯拉(TSLA)$
我就睡了一会又翻倍了?
画饼仙人韭菜花
2020-09-16
$特斯拉(TSLA)$
@小虎访谈
怎么样才能接受采访?
画饼仙人韭菜花
2020-08-13
$特斯拉(TSLA)$
你告诉我没一点冷静这么挣钱就问你?
$亚马逊(AMZN)$
画饼仙人韭菜花
2020-01-31
$亚马逊(AMZN)$
$特斯拉(TSLA)$
$苹果(AAPL)$
$波音(BA)$
4连中 唉[财迷][财迷][财迷]
画饼仙人韭菜花
10-20
$苹果(AAPL)$
还能怎么办就拿着等新高呗[流泪]
画饼仙人韭菜花
2020-07-21
$特斯拉(TSLA)$
$亚马逊(AMZN)$
财报前你这样拉不好吧[流泪][流泪][流泪] 还好上周五建仓了!
去老虎APP查看更多动态
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","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=&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\" 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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":{"LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","BRK.B":"伯克希尔B","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","GOOGL":"谷歌A","LU0949170772.SGD":"Blackrock Global Equity 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