“股神”隐退,伯克希尔为何“弃苹果、选谷歌”?

金融投资报
Nov 17, 2025

“股神”巴菲特虽然宣布隐退了,但他的投资旗舰伯克希尔·哈撒韦(以下简称“伯克希尔”)依然受到众多投资者的关注。由于重大投资依旧是由巴菲特做主,伯克希尔的大笔买卖依旧能指引“股神”拥趸们的投资方向。日前,伯克希尔公布了今年第三季度的投资报告。第三季度,伯克希尔买入了64亿美元股票,卖出了125亿美元股票,这是其连续第十二个季度净卖出股票。最引人注目的是,在三季度,伯克希尔新买入Alphabet(谷歌...

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