周末发酵:伯克希尔买入谷歌、存储逻辑再次加强、英伟达财报前瞻

橙子不糊涂
Nov 16, 2025

周末话题不少,而且算是最近一段时间最劲爆的内容,尤其是伯克希尔买入谷歌,这件事儿值得重点说说,下面开始…1,伯克希尔首次将谷歌买成前十大重仓股,尤其是在巴菲特淡出的节点,指向意义重大首次开仓谷歌并买入前十大持仓(虽然占比不大只有1.62%),而且是在减仓苹果的同时进行的,确实让人感觉到伯克希尔非常不一样的变化…为了能更好的讨论,先说一个我觉得不太重要但是讨论度最高的问题:买入谷歌是不是巴菲特的决定...

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