Berkshire Hathaway购买了字母股票,并在AI战略变化不断增长的情况下出售苹果股票。
Berkshire Hathaway bought Alphabet stock and sold Apple shares amid growing AI strategic shifts.
2025年底,沃伦·巴菲特(Warren Buffett)率领的伯克希尔·哈塔韦首次购买了字母(Google)股票,标志着从传统厌恶转向纯技术公司。
In late 2025, Berkshire Hathaway, led by Warren Buffett, bought Alphabet (Google) stock for the first time, signaling a shift from its traditional aversion to pure tech firms.
这一行动是继第三季度期间出售近4 200万苹果股票(约占其股份的15%)后进行的。
This move followed a major sell-off of nearly 42 million Apple shares—about 15% of its stake—during the third quarter.
改变与苹果-阿尔法贝特(Apple-Alphabet)的新型伙伴关系同时发生, 将字母组的大型语言模式融入Siri,
The change coincides with a new Apple-Alphabet partnership to integrate Alphabet’s large language model into Siri, highlighting growing strategic interest in AI.
虽然Buffett的价值投资原则保持不变,但投资反映了对AI在所有技术平台的日益重要性的广泛认识。
While Buffett’s value-investing principles remain intact, the investment reflects a broader recognition of AI’s rising importance across tech platforms.