巴菲特退休前最后一次打孔,看伯克希尔哈撒韦披露13F文件,三季度建仓谷歌43亿美金的仓位,算是巴老第一次真正意义建仓科技股,即使16年买苹果在巴菲特的定义中也是买一家消费电子品牌企业算是价值股范畴、而建仓谷歌则是真正开始从价值股向科技成长股转向。尝试解释一下为何巴菲特建仓 $GOOG 每次市场开始转发那种“谷歌又被罚了”的小作文,我第一反应从来不是担心谷歌。真正的信号不是罚款,而是:Gemini ...
Source Link巴菲特退休前最后一次打孔,看伯克希尔哈撒韦披露13F文件,三季度建仓谷歌43亿美金的仓位,算是巴老第一次真正意义建仓科技股,即使16年买苹果在巴菲特的定义中也是买一家消费电子品牌企业算是价值股范畴、而建仓谷歌则是真正开始从价值股向科技成长股转向。尝试解释一下为何巴菲特建仓 $GOOG 每次市场开始转发那种“谷歌又被罚了”的小作文,我第一反应从来不是担心谷歌。真正的信号不是罚款,而是:Gemini ...
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