大咖持仓一览01巴菲特2025年4季度减持苹果一、减持苹果:减持 1029 万股 (-4.3%),持股降至 2.28 亿股逻辑:PE 超 35 倍、收益率低于国债,降集中度 + 兑现收益;亚马逊:减持 772 万股 (-77.2%),仅剩 227 万股;逻辑:电商增速放缓、估值偏高,接近清仓;美国银行:减持 5077 万股 (-8.9%),2024 年中以来累计减持近 50%;逻辑:利率下行、净...
Source Link大咖持仓一览01巴菲特2025年4季度减持苹果一、减持苹果:减持 1029 万股 (-4.3%),持股降至 2.28 亿股逻辑:PE 超 35 倍、收益率低于国债,降集中度 + 兑现收益;亚马逊:减持 772 万股 (-77.2%),仅剩 227 万股;逻辑:电商增速放缓、估值偏高,接近清仓;美国银行:减持 5077 万股 (-8.9%),2024 年中以来累计减持近 50%;逻辑:利率下行、净...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.