2025 年三季度,伯克希尔 13F 文件披露后,最重要的信息不是苹果继续减仓,而是:巴菲特首次大规模买入 Alphabet(谷歌),建仓约 43 亿美元,直接进入前十大持仓。很多人把这当成一笔“科技股增仓”,但这是完全错误的理解。在更深的层面上,这是一场关乎未来十年科技格局的判断。一个老派价值投资者,在 94 岁这个年龄,依然选择把巨额资金投入谷歌,背后的逻辑绝不是“追科技”那么简单。更精准的...
Source Link2025 年三季度,伯克希尔 13F 文件披露后,最重要的信息不是苹果继续减仓,而是:巴菲特首次大规模买入 Alphabet(谷歌),建仓约 43 亿美元,直接进入前十大持仓。很多人把这当成一笔“科技股增仓”,但这是完全错误的理解。在更深的层面上,这是一场关乎未来十年科技格局的判断。一个老派价值投资者,在 94 岁这个年龄,依然选择把巨额资金投入谷歌,背后的逻辑绝不是“追科技”那么简单。更精准的...
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