暴跌中再看巴菲特“防御性”布局:大幅减持苹果,现金储备一年内翻倍

第一财经
11 Mar

纳斯达克综合指数周一大跌4%,投资者对关税及通胀担忧加深,对“特朗普衰退”担忧加剧。  在此背景下,巴菲特旗下的伯克希尔·哈撒韦公司(Berkshire Hathaway,BRK)(下称“伯克希尔”)再次成为全球投资者关注的焦点。2024年伯克希尔进行了一系列操作——现金储备翻倍,大手笔减持苹果公司(AAPL),加仓西方石油(OXY),这种前瞻的“防御性”布局引发市场热议。  业内人士认为,巴菲特...

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