我2025年重仓10_老虎社区_美港股上老虎

我2025年重仓100的美光，120卖飞了，36的英特尔没拿住，现在只有mp。

伯克希尔Q1净利润增长120%，现金储备3970亿美元再创纪录，连续14个季度净抛售股票。伯克希尔举行“后巴菲特时代”首次股东大会，CEO阿贝尔：“保持耐心，不把资本投入次优机会”，不为AI而AI，投资方面与巴菲特绝对合作，对日投资为长期，巴菲特与芒格的传奇合作“无法复制”；保险副董事长：霍尔木兹海峡承保“取决于价格”，不要指望AI荐股。

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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PTOL
05-06
PTOL
半导体板块真是过山车啊

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