$伯克希尔(BRK._老虎社区_美港股上老虎

$伯克希尔(BRK.A)$ 本季度的调仓动作延续了近年来的保守风格，清仓 $花旗(C)$ 和 $Nu Holdings Ltd.(NU)$ ，减持 $美国银行(BAC)$ 7%，金融股持仓比例进一步收缩。这一决策或与以下因素相关：

1. 金融业风险隐现：联储局持续加息背景下，银行存贷款利差收窄，叠加美国4月PPI增速不及预期（同比增长2.4%），企业利润率下滑，金融板块盈利前景承压。

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