$谷歌(GOOG)$_老虎社区_美港股上老虎

2024-11-15

$谷歌(GOOG)$ $谷歌A(GOOGL)$ 谷歌 Q3为啥持有那么多医药公司？这些医药公司大部分都在研发期，普遍市值不大，很明显谷歌主要不是为了商业盈利而投资，或许是为了解决人类面临的一些医学问题而做一些前沿性投资？

近日，各大机构三季度13F报告陆续出炉，巴菲特Q3最新增减持记录：除继续减持苹果和美国银行外，建仓达美乐比萨、游泳池用品分销商Pool，整体继续卖出，而贝莱德Q3则选择大举增持；还有新晋中国资产大多头David Tepper持仓公开：买入大量PDD及京东；同样多头Michael Burry，Q3也押注中国资产，持续增持阿里巴巴和百度。大佬们的持仓都释放了什么信号？你会如何做出调整？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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柳琰彬
2024-11-16
柳琰彬
或许是AI➕医疗方向吧

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