伯克希尔新任CEO格雷格·阿贝尔在首封股东信中,首次明确将苹果、美国运通、可口可乐和穆迪列为“核心持股”,意味着这些仓位将长期持有、轻易不减。此前已削减约80%的苹果仓位,至此画上句号。四只股票合计占伯克希尔投资组合逾半数,且持仓成本极低。伯克希尔·哈撒韦新任CEO格雷格·阿贝尔(Greg Abel)在首封股东信中,首次勾勒出后巴菲特时代的投资蓝图。他将苹果、美国运通、可口可乐和穆迪四家公司定性为...
Source Link伯克希尔新任CEO格雷格·阿贝尔在首封股东信中,首次明确将苹果、美国运通、可口可乐和穆迪列为“核心持股”,意味着这些仓位将长期持有、轻易不减。此前已削减约80%的苹果仓位,至此画上句号。四只股票合计占伯克希尔投资组合逾半数,且持仓成本极低。伯克希尔·哈撒韦新任CEO格雷格·阿贝尔(Greg Abel)在首封股东信中,首次勾勒出后巴菲特时代的投资蓝图。他将苹果、美国运通、可口可乐和穆迪四家公司定性为...
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