段永平管理的HH&H International Investment在2025年一季度进行了重大调仓。他减持了苹果664万股,但仍为第一大重仓股;大幅减持谷歌70%,并减少阿里持股。同时,段永平增持拼多多至775.39万股,并新建仓微软、英伟达和台积电,分别买入29.92万股、64.51万股和27.18万股。此外,他还增持了西方石油。截至一季度末,其美股持仓规模为120亿美元,较上季度下降...
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