段永平1200亿持仓曝光:减持苹果,暴增英伟达,押注AI核心赛道

预见独角兽
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作者丨夏县明来源丨预见独角兽在投资圈,段永平是“价值投资”的代名词。从抄底网易狂赚百倍,到重仓苹果、茅台穿越牛熊,他以“买股票就是买公司”的朴素理念,创下诸多投资传奇。近日,2025年Q4美股13F文件披露,其管理的H&H International Investment账户总持仓市值达175亿美元(折合人民币超1200亿元),核心持仓迎来标志性调整:减持长期“压舱石”苹果,狂加英伟达等AI赛道...

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