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第N次大变革大分流
2024-08-04

$苹果(AAPL)$ 最近报道出巴菲特的伯克希尔哈萨韦减持了一半的苹果，可能对苹果短期的盘面造成压力，会有所回调，其实这也不奇怪，巴菲特的即便在2022年的熊市中都没怎么加仓，现金越留越多，那么可以确定他迟早卖掉苹果，美股已经不符合巴菲特的投资标准了。巴菲特的烟蒂股思维根深蒂固，芒格在世的时候可以起到平衡作用，芒格走了后，伯克希尔哈萨韦可能重回烟蒂股投资模式。

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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benben87
·2024-08-04
主要哈撒韦的减持紧跟着库克的保持信心讲话相当于前面信心白建立了伤害有点大竟然还有人信避税哇好可笑
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山高人为峰wxs
·2024-08-05
“烟蒂股思维”是什么意思啊？
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超越666888
·2024-08-05
阅
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年年有于姨
·2024-08-05
已阅
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