但斌回应巴菲特减持近半苹果股份：我们没有跟随减持的想法_老虎社区_美港股上老虎

但斌回应巴菲特减持近半苹果股份：我们没有跟随减持的想法

港股那点事08-04

格隆汇8月4日丨东方港湾董事长但斌微博发文称：看到“伯克希尔持有的苹果股份从第一季度的7.89亿股下降至约4亿股，降幅接近50%”的新闻，减持一点不意外，但减持这么多感觉还是有点吃惊。东方港湾的持仓中苹果约占我们组合的10%，就算看到巴老减持，我们也没有跟随减持的想法，因为人工智能时代，苹果也是最受益的公司之一，苹果16、苹果17，人工智能手机出来后，出现新的增长级与增长空间的概率还是比较大的。 ...

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Ivan008
·08-04
前段时间去问Apple 销售人员，她说还不一定叫做16呢
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href=\"https://laohu8.com/S/AAPL\">苹果</a>股份从第一季度的7.89亿股下降至约4亿股，降幅接近50%”的新闻，减持一点不意外，但减持这么多感觉还是有点吃惊。东方港湾的持仓中苹果约占我们组合的10%，就算看到巴老减持，我们也没有跟随减持的想法，因为人工智能时代，苹果也是最受益的公司之一，苹果16、苹果17，人工智能手机出来后，出现新的增长级与增长空间的概率还是比较大的。               </p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>但斌回应巴菲特减持近半苹果股份：我们没有跟随减持的想法</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n但斌回应巴菲特减持近半苹果股份：我们没有跟随减持的想法\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-04 10:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/bxjj/2024-08-04/doc-inchmxpn2235101.shtml><strong>港股那点事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇8月4日丨东方港湾董事长但斌微博发文称：看到“伯克希尔持有的苹果股份从第一季度的7.89亿股下降至约4亿股，降幅接近50%”的新闻，减持一点不意外，但减持这么多感觉还是有点吃惊。东方港湾的持仓中苹果约占我们组合的10%，就算看到巴老减持，我们也没有跟随减持的想法，因为人工智能时代，苹果也是最受益的公司之一，苹果16、苹果17，人工智能手机出来后，出现新的增长级与增长空间的概率还是比较大的。 ...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2024-08-04/doc-inchmxpn2235101.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4573":"虚拟现实","BK4574":"无人驾驶","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4507":"流媒体概念","BK4575":"芯片概念","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4576":"AR","LU0149725797.USD":"汇丰美国股市经济规模基金","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4527":"明星科技股","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","BK4588":"碎股","LU0234572021.USD":"高盛美国核心股票组合Acc","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4505":"高瓴资本持仓","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2"},"source_url":"https://finance.sina.com.cn/stock/bxjj/2024-08-04/doc-inchmxpn2235101.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2456906201","content_text":"格隆汇8月4日丨东方港湾董事长但斌微博发文称：看到“伯克希尔持有的苹果股份从第一季度的7.89亿股下降至约4亿股，降幅接近50%”的新闻，减持一点不意外，但减持这么多感觉还是有点吃惊。东方港湾的持仓中苹果约占我们组合的10%，就算看到巴老减持，我们也没有跟随减持的想法，因为人工智能时代，苹果也是最受益的公司之一，苹果16、苹果17，人工智能手机出来后，出现新的增长级与增长空间的概率还是比较大的。               \n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}