每季度的13F报告,都是投资者观察顶级资金动向的窗口。一季度,在关税风暴来临前,华尔街大佬们做了哪些调整? 从巴菲特“持币不买“的策略,到索罗斯的"抛小盘买大盘",再到桥水的黄金配置,都显示出顶级投资者正在增强组合的防御性,而嗅觉灵敏的Ackman更是赶在关税前清仓了耐克。 对科技股态度出现分化,巴菲特依然坚守苹果,索罗斯加仓英伟达、清仓超微电脑,桥水则减持了谷歌、英伟达、Meta等。 对于中概股...
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