巴菲特卸任前最后一季大调仓,段永平同步减持苹果,AI成新宠?

ITBEAR科技资讯
Feb 18

全球投资界近期因两大巨头的持仓调整而备受关注。巴菲特执掌的伯克希尔·哈撒韦公司及知名投资人段永平在2025年第四季度均对科技股作出重大调整,引发市场对科技股估值与未来趋势的激烈讨论。根据伯克希尔向美国证监会提交的13F文件,这家由巴菲特领导六十年的投资巨头在卸任前最后一个季度大幅削减科技股持仓。其中,苹果持股量减少超1029万股,持仓占比微降至22.60%,但仍以绝对优势占据其投资组合首位。更...

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