美股詳情

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伯克希爾

712,700.00

+1,465.500.21%

盤後：712,700.000.00000.00%16:05 EDT

成交量：218.00

成交額：1.55億

市值：1.03萬億

市盈率：15.31

高：713,828.56

開：712,479.00

低：708,250.00

收：711,234.50

52周最高：812,855.00

52周最低：685,150.00

股本：143.82萬

流通股本：123.39萬

量比：1.43

換手率：0.02%

股息：- -

股息率：- -

每股收益(TTM):46,563.02

每股收益(LYR):46,563.02

淨資產收益率：9.81%

總資產收益率：5.11%

市淨率：1.43

市盈率(LYR):15.31

資料載入中...

總覽公司新聞資訊公告

楊德龍：高息時代結束普通人如何穩健理財？

21億美元收購保險公司，Ackman復刻「伯克希爾哈撒韋」

华尔街见闻

「伯克希爾方式」走到盡頭？康布斯離職只是巴菲特交接前的冰山一角

2026-2027年最強王者！巴菲特背書，光模塊概念將繼續新高！

巴菲特交棒阿貝爾倒計時：光環褪去後，伯克希爾(BRK.A.US)面臨派息呼聲與收購難題

巴菲特將把伯克希爾的接力棒交給阿貝爾，後者將面臨嚴峻考驗

摩根大通從伯克希爾聘請康布斯，加大國家安全賭注

伯克希爾(BRK.A.US)高層大洗牌! 科姆斯告別「奧馬哈先知」投身摩根大通1.5萬億美元宏圖

告別巴菲特轉投小摩！Todd Combs何許人也？對伯克希爾影響幾何

老虎资讯综合

新聞摘要-華爾街日報》--12 月 9 日

伯克希爾宣佈多項高層人事變動

每日经济新闻

市場動態回顧：這還不是全部

伯克希爾哈撒韋Todd Combs跳槽至摩根大通

巴菲特為何重倉谷歌？

格上私募圈

芒格臨終前給巴菲特打電話説了什麼？

阿尔法工场研究院

但斌：巴菲特加倉谷歌非常重要，相當於告知全世界「人工智能時代來了」

推出炸裂新產品，顛覆式創新，巴菲特買入谷歌的原因終於曝光了！

价值事务所

但斌描述「巴菲特、段永平、高瓴的持倉圖」：它是一副畫卷，是描繪這個世界的畫卷(附圖)

但斌：美國的「老登」巴菲特、索羅斯加倉谷歌好比「一個和尚拿着一個很粗的鐘撞一下告知全世界」

巴菲特退休前大舉買入！谷歌創始人迴歸，親手拆掉「剎車片」

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托德·康布斯意外宣布离开伯克希尔·哈撒韦，成为本周市场关注的焦点。不过，在本周一发布的长达三页的新闻稿中，除康布斯离职外，伯克希尔还披露了一系列人事变动，这些调整共同释放出一个明确信号：随着沃伦·巴菲特在不到三周内将CEO头衔移交给格雷格·阿贝尔，公司正逐步向更加“传统化”的公司治理结构转型。康布斯自2016年起担任摩根大通董事会成员，但在出任新职务后将辞去董事一职。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.fx168news.com/article/巴菲特-975170","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0648001328.SGD","LU0742534661.SGD","LU0787776722.HKD","BK4588","IE0034235303.USD","LU0256863811.USD","LU0234570918.USD","IE000M9KFDE8.USD","BK4581","LU0149725797.USD","LU0640476718.USD","IE00BK4W5M84.HKD","BK4533","LU2487616109.SGD","LU0053666078.USD","IE00BKDWB100.SGD","LU2168564065.EUR","LU2168563687.JPY","LU1201861249.SGD","LU0251142724.SGD","BK4534","LU0210528500.USD","IE00BJLML261.HKD","LU0683600562.USD","LU0251131958.USD","LU2168564222.USD","IE00B1BXHZ80.USD","BK4176","LU2168564495.EUR","LU1280957306.USD","LU2168564149.EUR","LU0234572021.USD","LU0048573561.USD","BK4550","LU1074936037.SGD","LU1914381329.SGD","LU1363072403.SGD","LU0154236417.USD","BK4585","LU0157215616.USD","LU1366333091.USD","BRK.B","IE00BK4W5L77.USD","LU1571399168.USD","IE00BWXC8680.SGD","LU0417517546.SGD","IE00B775SV38.USD","BRK.A","IE00B1XK9C88.USD","IE00B3S45H60.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2590570437","title":"2026-2027年最強王者！巴菲特背書，光模塊概念將繼續新高！","url":"https://stock-news.laohu8.com/highlight/detail?id=2590570437","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2590570437?lang=zh_tw&edition=fundamental","pubTime":"2025-12-12 18:25","pubTimestamp":1765535100,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　近期，光模块概念持续表现，12月12日，Wind光模块指数再创新高，个股中，也有7只个股股价在本周刷新了历史新高。2027年之前，光模块都会是市场最强王者之一。　　经过近两个月的横盘震荡，11月25日以来，光模块概念再度起航，12月5日-12月10日，Wind光模块指数连续四天刷新历史新高，经过一日的短暂休整，今日指数也再度创出新高（见附图）。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/roll/2025-12-12/doc-inhapwff5595721.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK4534","BK4581","IE00B775SV38.USD","LU0971096721.USD","LU0683600562.USD","LU0640476718.USD","LU0149725797.USD","LU0234572021.USD","LU1280957306.USD","LU2168564222.USD","IE00BWXC8680.SGD","IE0034235303.USD","IE00BK4W5L77.USD","BK4176","IE00B3S45H60.SGD","LU1363072403.SGD","BK4550","IE00BK4W5M84.HKD","LU1571399168.USD","LU0251142724.SGD","BK4585","LU2168563687.JPY","IE00BJLML261.HKD","LU1201861249.SGD","IE00BKDWB100.SGD","LU0170899867.USD","LU1914381329.SGD","LU0157215616.USD","LU2168564495.EUR","LU1074936037.SGD","LU0130102774.USD","LU0154236417.USD","BRK.A","LU1366333091.USD","IE00B1XK9C88.USD","LU0234570918.USD","BK4588","LU0210528500.USD","LU0980610538.SGD","LU0256863811.USD","IE00B1BXHZ80.USD","LU0417517546.SGD","LU0251131958.USD","LU0648001328.SGD","LU2168564149.EUR","BK4533","IE000M9KFDE8.USD","LU0048573561.USD","LU0053666078.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2590156705","title":"巴菲特交棒阿貝爾倒計時：光環褪去後，伯克希爾(BRK.A.US)面臨派息呼聲與收購難題","url":"https://stock-news.laohu8.com/highlight/detail?id=2590156705","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2590156705?lang=zh_tw&edition=fundamental","pubTime":"2025-12-11 20:44","pubTimestamp":1765457050,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，沃伦·巴菲特六十年来就是伯克希尔·哈撒韦的化身，他把一家濒临倒闭的纺织厂锻造成万亿市值的综合性巨舰，聚拢了大批铁杆股东，也让自己成为全球最受敬仰的投资者。一些股东已开始呼吁伯克希尔走上更传统的公司化道路，例如首次派息。然而，在阿贝尔权衡这些诉求时，许多老股东并不希望公司丢掉“伯克希尔之所以是伯克希尔”的文化。不过，63岁的阿贝尔足够年轻，有充裕时间见证并塑造伯克希尔的下一章。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380586.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4585","LU2168564222.USD","BRK.A","IE00BK4W5L77.USD","IE00B3S45H60.SGD","BK4533","LU0053666078.USD","IE00B1XK9C88.USD","IE000M9KFDE8.USD","LU0149725797.USD","LU0683600562.USD","LU0170899867.USD","LU0251142724.SGD","LU0154236417.USD","LU1074936037.SGD","LU1363072403.SGD","LU1366333091.USD","LU2168564065.EUR","LU0980610538.SGD","BK4550","IE00BKDWB100.SGD","IE00BJLML261.HKD","LU0234572021.USD","LU2168564495.EUR","BK4176","LU0048573561.USD","LU0256863811.USD","LU0787776722.HKD","LU0742534661.SGD","LU1914381329.SGD","LU0971096721.USD","LU0251131958.USD","LU0234570918.USD","IE00BWXC8680.SGD","LU0640476718.USD","IE00BK4W5M84.HKD","LU1280957306.USD","LU2487616109.SGD","LU0157215616.USD","BK4534","LU1201861249.SGD","BK4581","LU1571399168.USD","IE00B775SV38.USD","LU2168563687.JPY","LU2168564149.EUR","LU0648001328.SGD","LU0417517546.SGD","LU0210528500.USD","IE00B1BXHZ80.USD","BK4588","IE0034235303.USD","LU0130102774.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2590934597","title":"巴菲特將把伯克希爾的接力棒交給阿貝爾，後者將面臨嚴峻考驗","url":"https://stock-news.laohu8.com/highlight/detail?id=2590934597","media":"路透中文","labels":["executive","shareholding","event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2590934597?lang=zh_tw&edition=fundamental","pubTime":"2025-12-11 19:00","pubTimestamp":1765450818,"startTime":"0","endTime":"0","summary":"巴菲特将把伯克希尔的接力棒交给阿贝尔，后者将面临严峻考验阿贝尔管理能力受赞，但缺乏巴菲特光环伯克希尔股价目前更接近标普500指数伯克希尔的规模限制了阿贝尔的选择权Jonathan Stempel. 路透12月11日 - 六十年来，沃伦-巴菲特一直是伯克希尔-哈撒韦公司BRKa.N的代表人物，他建立了一个强大的企业集团，拥有众多股东粉丝，使自己成为世界上最受尊敬的投资者。现年 95 岁的巴菲特自 1965 年以来一直领导伯克希尔公司，他将继续担任董事长。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251211:nL4S3XH0R8:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"executive,shareholding,event","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SG9999014542.SGD","LU1839511570.USD","LU0170899867.USD","LU0345770308.USD","SG9999018857.SGD","LU2133065610.SGD","IE00B19Z3581.USD","LU0528227936.USD","SG9999014567.USD","LU2543165471.USD","LU0823421416.USD","BK4574","LU1069344957.HKD","LU0106831901.USD","LU1244550221.USD","IE00B19Z8W00.USD","LU2083900584.USD","LU2430703251.USD","IE00BFSS7M15.SGD","LU2452424414.USD","LU0210533765.USD","LU0029864427.USD","LU0289739343.SGD","IE0001KFT4U8.USD","IE00BSNM7G36.USD","LU0957791311.USD","LU0985481810.HKD","LU1366192091.USD","LU2471134523.USD","IE00B3S45H60.SGD","LU0708995401.HKD","LU0266013472.USD","LU0203202063.USD","LU0417517546.SGD","LU0215105999.USD","LU0256863811.USD","IE00B7KXQ091.USD","LU1235294995.USD","LU2552382215.SGD","LU2236285917.USD","LU1261432733.SGD","LU0965509010.AUD","LU0157215616.USD","LU1066053197.SGD","IE00BKDWB100.SGD","LU2430703178.SGD","LU0265550359.USD","LU1035773651.USD","LU1127390331.HKD","IE000YTNTUN2.SGD","BK4166","LU0726765562.USD","LU1791710582.SGD","LU0158827948.USD","IE00B19Z9505.USD","LU0289960550.SGD","IE000W1ABFV2.USD","LU0208291251.USD","SGXZ31699556.SGD","LU0742534661.SGD","LU2023250504.SGD","LU1119994496.HKD","BK4559","IE00B3SWFQ91.USD","LU0096364046.USD","LU1935043536.SGD","IE00B4YYXB79.USD","IE00BN8TJ469.HKD","LU0306806265.USD","LU2471134879.HKD","LU0345768740.USD","IE00BJTD4N35.SGD","LU2471134952.CNY","LU2077746001.SGD","LU1989771016.USD","LU1868836591.USD","LU0052756011.USD","BK4534","LU0175139822.USD","LU0979878070.USD","LU2552382132.HKD","LU0314104364.USD","BK4515","LU0683600562.USD","SG9999015341.SGD","LU1852331112.SGD","IE00BFSS8Q28.SGD","LU1366333091.USD","LU2471134796.USD","LU0795875086.SGD","LU1868836757.USD","LU1791807156.HKD","LU1244550577.SGD","LU0267386448.USD","LU0882574139.USD","LU0127658192.USD","LU0149725797.USD","LU0345768153.USD","LU1732800096.USD","LU0466842654.USD","LU1301847155.USD","LU0321505439.SGD","SG9999014898.SGD","LU2106854487.HKD","LU0661504455.SGD","SG9999017495.SGD","LU1046421795.USD","BK4585","LU1935042991.SGD","BK4212","LU1066051498.USD","LU1934455863.HKD","LU0048584097.USD","LU1815333072.USD","LU1280957306.USD","LU1116320737.USD","LU0320765489.SGD","LU2097344357.USD","IE00BK4W5L77.USD","LU0109391861.USD","LU2381873111.SGD","LU2756315664.SGD","IE0003U64NQ7.SGD","LU0345770993.USD","LU2242650005.HKD","SG9999015358.SGD","LU2487616109.SGD","IE0009356076.USD","LU0472753341.HKD","LU0964807845.USD","LU2111349929.HKD","LU1989764664.SGD","LU0348723411.USD","SG9999014906.USD","SG9999014559.SGD","LU2108987350.USD","LU1244550494.USD","IE000KEQY171.SGD","IE000M9KFDE8.USD","LU2168563687.JPY","LU2461242641.AUD","LU0957808578.USD","LU2168564149.EUR","LU0345769128.USD","LU0210536198.USD","SG9999015978.USD","BK4553","LU2430703095.HKD","IE00B775H168.HKD","LU2462157665.USD","LU0069063385.USD","BK4573","BK4581","LU1232071149.USD","BK4501","LU0738911758.USD","LU1732799900.SGD","BK4576","LU0154236417.USD","LU1084165304.USD","LU0321505868.SGD","LU0097036916.USD","LU0077335932.USD","IE00BN29S564.USD","BK4532","SG9999015986.USD","LU2286300806.USD","IE00B19Z8X17.USD","LU0553294199.USD","LU2237443465.HKD","LU0130517989.USD","LU0310799852.SGD","BK4554","LU2357305700.SGD","LU2054465674.USD","LU2237443549.SGD","LU0354030511.USD","LU0048573561.USD","LU0056508442.USD","LU0211331839.USD","LU1674673428.USD","LU1861217088.USD","SG9999002232.USD","LU1868837136.USD","LU0642271901.SGD","LU1974910355.USD","LU2065170008.USD","LU0238689110.USD","LU0251142724.SGD","LU0724617625.USD","LU1582986359.USD","LU1720051017.SGD","BK4550","LU0251132253.USD","LU2265009873.SGD","LU0310800379.SGD","LU1778281490.HKD","LU0308772762.SGD","LU0949170426.SGD","BK4579","LU1066051811.HKD","BK4170","LU0234570918.USD","LU2065171402.SGD","BK4575","LU0648001328.SGD","LU1206712785.SGD","LU1791710400.SGD","LU2023250843.SGD","LU0444971666.USD","LU0094547139.USD","LU0128525929.USD","IE00BBT3K403.USD","LU0788109477.HKD","LU0942090050.USD","LU1914381329.SGD","LU2191332357.HKD","LU0784383803.USD","LU2023250330.USD","LU1267930490.SGD","LU0158827781.USD","LU0211327993.USD","LU0949170772.SGD","LU0354030438.USD","LU0787776722.HKD","LU0080751232.USD","BK4207","BRK.A","LU2896262040.SGD","LU2063271972.USD","LU0784385170.HKD","IE00B775SV38.USD","LU0444973449.USD","LU0072461881.USD","IE0009G5SDU7.USD","LU0061474960.USD","IE0004086264.USD","LU1003077747.HKD","LU0640476718.USD","LU1718418525.SGD","LU1815336760.USD","BK4512","LU1206713676.USD","LU0784385840.USD","LU0353189763.USD","SG9999015952.SGD"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02:40","pubTimestamp":1765392015,"startTime":"0","endTime":"0","summary":"摩根大通从伯克希尔聘请康布斯，加大国家安全赌注专注于科技、国防、稀土、机器人和医药领域Todd Combs 将领导战略举措投资和团队康姆斯是摩根大通有史以来最引人注目的招聘 Saeed Azhar. 路透纽约12月10日 - 摩根大通>迄今为止最高级别的外部招聘--来自伯克希尔-哈撒韦公司的托德-康布斯， 将为其1.5万亿美元的国家安全 。摩根大通 1.5 万亿美元的 10 年计划旨在促进、资助和投资对国家经济安全和复原力至关重要的行业。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251210:nL4S3XG1CJ:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive,shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2213496289.HKD","LU0964807845.USD","IE00BWXC8680.SGD","LU2552382058.USD","LU0048584097.USD","LU2552382215.SGD","LU0787776722.HKD","LU1084165304.USD","LU0820562030.AUD","IE00BDCRKT87.USD","LU2756315318.SGD","SG9999002224.SGD","LU0310799852.SGD","LU1366192091.USD","LU0251132253.USD","LU0942090050.USD","LU1496350502.SGD","LU1894683264.USD","IE0034235295.USD","IE00B1XK9C88.USD","LU0505663152.USD","LU0417517546.SGD","BK4533","LU2505996681.GBP","LU2552382132.HKD","LU0868494708.USD","LU0496365809.HKD","LU1280957306.USD","LU0683600562.USD","IE00BJTD4V19.USD","LU0345770308.USD","IE00BZ1G4Q59.USD","IE00BD6J9T35.USD","BK4207","LU1629891620.HKD","LU0149725797.USD","LU2237443895.HKD","BK4588","LU0345770993.USD","LU0868494617.USD","LU2236285917.USD","SG9999002232.USD","LU0345769631.USD","JPM","LU0211328371.USD","LU0640476718.USD","LU2054465674.USD","LU1917777945.USD","LU0006061336.USD","IE00BFXG1179.USD","LU2746668461.USD","LU1244550577.SGD","LU2746668974.SGD","LU2756315664.SGD","LU0070302665.USD","LU2023250843.SGD","LU0238689110.USD","LU0267386448.USD","LU1145028129.USD","BK4550","LU1032466523.USD","LU0320765489.SGD","IE00B775SV38.USD","LU2430703095.HKD","LU1974910355.USD","LU0689472784.USD","LU0106261372.USD","LU2237443622.USD","LU2023250330.USD","LU2106854487.HKD","LU1548497426.USD","BK4516","LU1363072403.SGD","LU2211815571.USD","LU2381873111.SGD","LU1988902786.USD","BK4566","LU2242649171.HKD","LU0234572021.USD","LU2505996509.AUD","LU1551013342.USD","LU2357305700.SGD","LU2430703251.USD","LU2592432038.USD","LU0211326839.USD","BK4168","LU0820561818.USD","LU0072461881.USD","LU0320765646.SGD","LU1162221912.USD","LU2237443978.SGD","LU0265550946.USD","LU2456880835.USD","BK4534","LU1119994496.HKD","LU0215105999.USD","LU0882574139.USD","LU0971096721.USD","LU1116320901.HKD","LU0265550359.USD","IE00BKVL7J92.USD","LU1804176565.USD","IE00BLSP4239.USD","IE00BLSP4452.SGD","IE00BJTD4N35.SGD","LU0256863811.USD","BK4017","BK4504","LU2237443549.SGD","LU2265009873.SGD","LU2237443465.HKD","LU0203347892.USD","LU1720051017.SGD","IE00BKDWB100.SGD","LU2462157665.USD","IE00BDRTCR15.USD","IE00BN8TJ469.HKD","LU1720051108.HKD","LU2417539215.USD","LU0208291251.USD","IE0034235303.USD","BRK.A","LU0006306889.USD","LU1894683348.USD","BK4581","LU1668664300.SGD","LU0820561909.HKD","LU0106831901.USD","LU1244550494.USD","LU1267930490.SGD","BK4187","LU0345769128.USD","LU0170899867.USD","IE00BHPRN162.USD","IE00BYXW3230.USD","LU1551013425.SGD","LU0203345920.USD","LU0162691827.USD","IE00B1BXHZ80.USD","LU0323591593.USD","IE00B3S45H60.SGD","LU1244550221.USD","LU0314106906.USD","LU2264538146.SGD","LU0976567544.SGD","LU1670628061.USD","LU1116320737.USD","LU0943347566.SGD","LU0211327993.USD","LU1506573853.SGD","LU1914381329.SGD","LU2023250504.SGD","LU0211331839.USD","LU1496350171.SGD","LU2237443382.USD","IE0034235188.USD","LU1261432733.SGD","LU1670627923.USD","LU1064131342.USD","IE00BJLML261.HKD","LU2430703178.SGD","IE00BBT3K403.USD","LU0211326755.USD","IE000M9KFDE8.USD","BK4585"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2590458743","title":"伯克希爾(BRK.A.US)高層大洗牌! 科姆斯告別「奧馬哈先知」  投身摩根大通1.5萬億美元宏圖","url":"https://stock-news.laohu8.com/highlight/detail?id=2590458743","media":"智通财经","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2590458743?lang=zh_tw&edition=fundamental","pubTime":"2025-12-09 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17:28","pubTimestamp":1764322080,"startTime":"0","endTime":"0","summary":"但斌表示，最近这段时间大家看到了美国的“老登”，包括巴菲特、包括索罗斯、包括美国几个很重要的投资人，包括国内熟知的段永平先生等，不约而同至少加仓了谷歌。这里，伯克希尔的加仓非常重要，无论我们怎样去喊，千万不要错失一个伟大的时代。伯克希尔相当于一个和尚拿着一个很粗的钟撞了一下，告知全世界。谷歌的这种持仓变化其实代表了一种声音，对人工智能时代的一种认同。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025112817344697848301&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:57","pubTimestamp":1764241020,"startTime":"0","endTime":"0","summary":"一年后，戏剧性的一幕出现了，为OpenAI提供算力供给的英伟达、亚马逊、微软、甲骨文股价连续下跌，而左手Gemini模型右手丰富变现场景的谷歌，股价持续上涨，仅7个月就翻番。一年前，在2024年谷歌I/O开发者大会时，Open AI创始人奥尔特曼曾直接嘲讽Gemini产品，甚至对发布会布置提出质疑：“我无法不去思考OpenAI和谷歌之间的美学差异。”一年后，巴菲特在退休前，首次建仓买入了谷歌。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202511272051159782ca0f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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