在长期观望AI行情后,沃伦·巴菲特旗下伯克希尔·哈撒韦突然建仓谷歌母公司Alphabet,斥资约43亿美元,新持仓已跻身伯克希尔第十大重仓股。这笔买入被认为多半出自巴菲特两位“副手”Todd Combs和Ted Weschler之手。受AI需求带动,Alphabet今年股价已累计上涨约46%,搜索、云计算和YouTube业务继续受益。与此同时,伯克希尔继续减持苹果,将这一巨头仓位再砍15%,并削减...
Source Link在长期观望AI行情后,沃伦·巴菲特旗下伯克希尔·哈撒韦突然建仓谷歌母公司Alphabet,斥资约43亿美元,新持仓已跻身伯克希尔第十大重仓股。这笔买入被认为多半出自巴菲特两位“副手”Todd Combs和Ted Weschler之手。受AI需求带动,Alphabet今年股价已累计上涨约46%,搜索、云计算和YouTube业务继续受益。与此同时,伯克希尔继续减持苹果,将这一巨头仓位再砍15%,并削减...
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