巴菲特正在調整他的投資組合!儘管他稱讚蘋果是 ""更好的企業"",但他一直在拋售蘋果股票:
波克夏-哈撒韋(Berkshire Hathaway)公司投資組合的百分比(%)
📉 Q4 2023: 蘋果 = 49%
📉 Q1 2024: 蘋果 = 40%
📉 Q2 2024: 蘋果 = 30%
從 2023 年 12 月到 2024 年 6 月,巴菲特將伯克希爾的蘋果(APPLE)股份削減了 55%!同時,他也斥資 50 億美元回購波克夏-哈撒韋(Berkshire Hathaway)的股票,這表明他堅信該公司的價值被低估了。
現在是效仿巴菲特的最佳時機嗎? 🤔
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