伯克希尔哈撒韦第一季度财报披露了巴菲特对美国银行和苹果的看法

美股研究社
May 17

作者 |jim-sloan5月15日公布的13F文件披露了巴菲特对银行股(特别是美国银行)的真实态度,以及他对苹果公司的最新研判。关于苹果的结论较为明确,我们先从此入手。文件显示其300,000,000股的苹果持仓与2024年12月31日持平,这意味着他此前减持并非仅为兑现“保持苹果第一重仓股地位至年底"的承诺,而是因为苹果持仓已严重超出投资组合的合理配置比例——这纯粹是仓位调整策略。当然,仓位...

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