段永平的H&H International截至 2025 年底的 13F 终于出来了。和大家简单分享下最新的持仓,核心变动如下:1、英伟达 (NVDA):大笔买入。仓位从 Q3 的仅 60 万股暴增至723 万股,持仓市值翻了 10 倍以上,直接成为第三大重仓。2、拼多多 (PDD):越跌越买,大幅加仓。股价从 Q3 的 $132 跌至 Q4 的 $113 左右,段永平加仓了近300 万股(+...
Source Link段永平的H&H International截至 2025 年底的 13F 终于出来了。和大家简单分享下最新的持仓,核心变动如下:1、英伟达 (NVDA):大笔买入。仓位从 Q3 的仅 60 万股暴增至723 万股,持仓市值翻了 10 倍以上,直接成为第三大重仓。2、拼多多 (PDD):越跌越买,大幅加仓。股价从 Q3 的 $132 跌至 Q4 的 $113 左右,段永平加仓了近300 万股(+...
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