<p><strong>伯克希尔哈撒韦</strong>（BRKA 1.29%）（BRKB 1.59%）正进入一个新时代。这家沃伦·巴菲特数十年来建立的综合企业有了新的首席执行官，格雷格·阿贝尔，他于 1 月 1 日接替了 “奥马哈的先知”。在阿贝尔担任伯克希尔哈撒韦首席的第一个完整季度，他监督了一些显著的举措。例如，公司退出了对几只股票的持仓，包括 <strong>亚马逊</strong>（AMZN 2.08%）。</p><p>有些人可能会觉得这个决定令人困惑。亚马逊是云计算、人工智能（AI）和电子商务的领导者，毫无疑问在多个方面拥有广泛的护城河。而且，随着人工智能行业的蓬勃发展，亚马逊可能是一个很好的选择来利用这一机会。然而，阿贝尔和他的团队并没有放弃人工智能。伯克希尔哈撒韦的投资组合中至少有两只股票可能会在人工智能革命中成为主要赢家。继续阅读以了解更多。</p><figure class="image"><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MDkxMy9hcHBsZS1hbmQtYWxwaGFiZXQtbG9nb3MucG5nFnc9Mzg0MBZvcD1yZXNpemU?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3MDkxMy9hcHBsZS1hbmQtYWxwaGFiZXQtbG9nb3MucG5nFnc9Mzg0MBZvcD1yZXNpemU"/></figure><p>图片来源：The Motley Fool。</p><h2 id="cowr3gvb">1. 字母表</h2><p>伯克希尔哈撒韦在 2025 年第三季度首次购买了 <strong>字母表</strong>（GOOGL 2.36%）（GOOG 2.09%）的 A 类股票（具有投票权）。在第一季度，公司将该持仓的股份增加了 204%，同时还增加了字母表的 C 类股票（没有投票权）。这家综合企业显然对字母表的未来感到兴奋，这并不令人惊讶。字母表具备许多 巴菲特风格投资 的特质。首先，它是一家相对简单、易于理解的企业。</p><p>字母表通过谷歌成为全球领先的搜索引擎公司，同时还拥有全球最大的在线视频分享平台 YouTube。该公司通过广告和各种订阅服务产生可观的收入。然后是字母表当前增长最快的部门——谷歌云，提供一系列 云计算 服务，主要通过一种吸引人且灵活的按需付费模式。字母表还有其他业务，但这些构成了其核心。</p><p>展开</p><figure class="image"><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvR09PR0wucG5nFnc9MTI4Fm9wPXJlc2l6ZQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="字母表股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvR09PR0wucG5nFnc9MTI4Fm9wPXJlc2l6ZQ"/></figure><h2 id="ukqn5pvx">NASDAQ: GOOGL</h2><p>字母表</p><p>今日变动</p><p>(-2.36%) $-9.35</p><p>当前价格</p><p>$387.59</p><h3 id="txnf5wrnf">关键数据点</h3><p>市值</p><p>$4.8 万亿</p><p>日内区间</p><p>$386.12 - $397.06</p><p>52 周区间</p><p>$162.00 - $408.61</p><p>成交量</p><p>1.5M</p><p>平均成交量</p><p>29M</p><p>毛利率</p><p>60.43%</p><p>股息收益率</p><p>0.21%</p><p>巴菲特还坚持投资于具有持久竞争优势的公司。字母表符合这一标准。公司的品牌名称本身，已经成为日常语言中使用的动词，使其搜索引擎帝国几乎不可攻破。公司还受益于网络效应和转换成本。此外，字母表的长期前景也非常出色。</p><p>公司的人工智能业务正在推动谷歌云的惊人增长，并计划进一步投资以捕捉未来的丰厚机会。截至第一季度末，字母表的 4600 亿美元云订单几乎翻了一番，突显了其可观的增长潜力。考虑到公司的创新文化和较小但有前景的增长机会，如 自动驾驶汽车，未来看起来光明。投资者应该跟随阿贝尔的脚步，加大对字母表的投资。</p><h2 id="d1vdvotgp">2. 苹果</h2><p><strong>苹果</strong>（AAPL +0.38%）在伯克希尔哈撒韦的投资组合中一直是最大的持仓，迄今为止，在阿贝尔（短暂）任期内仍然如此。巴菲特曾称苹果为 “世界上最好的生意”，这一点足以证明它符合 “奥马哈的先知” 的标准。这个业务相对容易理解：苹果通过销售硬件产品，包括智能手机、笔记本电脑、平板电脑等来赚钱。</p><p>其 iPhone 业务是最重要的，几乎像订阅一样，因为用户往往每隔几年就会更新手机。苹果通过人工智能功能改善了其设备。在过去几个季度，销售增长加速，达到了三年来未见的水平。</p><figure class="image"><img src="https://pub.pbkrs.com/uploads/2026/2a71c7be60a79b5d640f0ffe450d7ba2?x-oss-process=style/lg" width="720" height="441" original-src="https://pub.pbkrs.com/uploads/2026/2a71c7be60a79b5d640f0ffe450d7ba2"/></figure><p>AAPL 收入（季度同比增长） 数据来源于 YCharts</p><p>这表明 iPhone 仍然能够推动稳健的销售增长，尤其是苹果继续改善其产品。</p><p>展开</p><figure class="image"><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQUFQTC5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="苹果股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQUFQTC5wbmcWdz0xMjgWb3A9cmVzaXpl"/></figure><h2 id="izywls5h">NASDAQ: AAPL</h2><p>苹果</p><p>今日变动</p><p>(0.38%) $1.13</p><p>当前价格</p><p>$298.97</p><h3 id="ingl8y0hr">关键数据点</h3><p>市值</p><p>$4.4 万亿</p><p>日内区间</p><p>$296.35 - $300.51</p><p>52 周区间</p><p>$193.46 - $303.20</p><p>成交量</p><p>42M</p><p>平均成交量</p><p>44M</p><p>毛利率</p><p>47.86%</p><p>股息收益率</p><p>0.35%</p><p>苹果还有一个高利润的服务部门，拥有超过十亿的付费订阅。这个部门对苹果的未来至关重要。随着公司安装基础的增长，它将扩大订阅收入，帮助提升利润率和利润。我们不能忘记苹果的竞争护城河，这源于其品牌名称。公司的品牌经常被评为世界上最有价值的品牌之一，并在竞争激烈的市场中赋予其显著的定价权。</p><p>苹果也受益于转换成本，因为将数据从公司的生态系统转移到竞争对手的生态系统可能会很困难。苹果面临着关税和监管风险等威胁，但该股票仍然在长期内表现出色。难怪阿贝尔对该公司保持乐观。</p>

最新一批13F持仓出炉：伯克希尔Q1加仓谷歌A类超200%，跃升至第七大重仓股；彻底清仓持有近七年的亚马逊以及Visa、万事达、联合健康，并时隔六年重新杀回航空股，斥资26.5亿美元建仓达美航空。桥水则首次建仓台积电与黄金ETF（GLD），加仓亚马逊（升至第一大重仓股）、英伟达、博通、美光；同时清仓赛富时、ServiceNow，减持万事达、Adobe等。机构资金正集中流向AI算力与避险资产。你的持仓里，有几只被巨头点名？

<p>最新一批13F持仓出炉：伯克希尔Q1加仓谷歌A类超200%，跃升至第七大重仓股；彻底清仓持有近七年的亚马逊以及Visa、万事达、联合健康，并时隔六年重新杀回航空股，斥资26.5亿美元建仓达美航空。桥水则首次建仓台积电与黄金ETF（GLD），加仓亚马逊（升至第一大重仓股）、英伟达、博通、美光；同时清仓赛富时、ServiceNow，减持万事达、Adobe等。机构资金正集中流向AI算力与避险资产。你的持仓里，有几只被巨头点名？</p>

巨头13F出炉：押注AI算力与避险

谷歌-A

苹果

亚马逊

<p>伯克希尔哈撒韦的新任首席执行官格雷格·阿贝尔已经出售了公司在亚马逊的股份，但对两只人工智能股票保持乐观：谷歌和苹果。阿贝尔显著增加了伯克希尔在谷歌的投资，称其在云计算和人工智能方面具有强大的增长潜力。苹果仍然是主要持股，受益于其强大的品牌和高利润率的服务部门。这两家公司与巴菲特的投资哲学——持久的竞争优势相一致</p>

<p><strong>Berkshire Hathaway</strong>( BRKA 1.29%)( BRKB 1.59%) is entering a new era. The conglomerate that Warren Buffett built over decades has a new CEO, Greg Abel, who took over from the Oracle of Omaha on Jan. 1. In his first full quarter as the head of Berkshire Hathaway, Abel oversaw some notable moves. For instance, the company exited its positions in several stocks, including <strong>Amazon</strong>( AMZN 2.08%).</p>
<div class="lb-trans"><p><strong>伯克希尔哈撒韦</strong>（BRKA 1.29%）（BRKB 1.59%）正进入一个新时代。这家沃伦·巴菲特数十年来建立的综合企业有了新的首席执行官，格雷格·阿贝尔，他于 1 月 1 日接替了 “奥马哈的先知”。在阿贝尔担任伯克希尔哈撒韦首席的第一个完整季度，他监督了一些显著的举措。例如，公司退出了对几只股票的持仓，包括 <strong>亚马逊</strong>（AMZN 2.08%）。</p>
</div><p>Some may find that decision puzzling. Amazon is a leader in cloud computing, artificial intelligence (AI), and e-commerce, and arguably possesses a wide moat from several sources. And with the AI industry still in full swing, Amazon may be a great pick to capitalize on it. However, Abel and his team haven't given up on AI. There are at least two stocks in Berkshire Hathaway's portfolio that could be major winners from the AI revolution. Read on to find out more.</p>
<div class="lb-trans"><p>有些人可能会觉得这个决定令人困惑。亚马逊是云计算、人工智能（AI）和电子商务的领导者，毫无疑问在多个方面拥有广泛的护城河。而且，随着人工智能行业的蓬勃发展，亚马逊可能是一个很好的选择来利用这一机会。然而，阿贝尔和他的团队并没有放弃人工智能。伯克希尔哈撒韦的投资组合中至少有两只股票可能会在人工智能革命中成为主要赢家。继续阅读以了解更多。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzA5MTMvYXBwbGUtYW5kLWFscGhhYmV0LWxvZ29zLnBuZyZ3PTM4NDA" alt="Apple and Alphabet logos." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F870913%2Fapple-and-alphabet-logos.png&amp;w=3840&amp;op=resize"/></p>
<p>Image source: The Motley Fool.</p>
<div class="lb-trans"><p>图片来源：The Motley Fool。</p>
</div><h2>1. Alphabet</h2>
<div class="lb-trans"><h2>1. 字母表</h2>
</div><p>Berkshire Hathaway first bought <strong>Alphabet</strong>'s ( GOOGL 2.36%)( GOOG 2.09%) Class A shares (which grant voting rights) in the third quarter of 2025. In the first quarter, the company increased its stake in this position by 204%, while also adding Alphabet's Class C shares (which come with no voting rights). The conglomerate is clearly excited about the future of Alphabet, and it is not surprising. Alphabet has many of the qualities of Buffett-style investing. For one, it is a fairly straightforward, easy-to-understand business.</p>
<div class="lb-trans"><p>伯克希尔哈撒韦在 2025 年第三季度首次购买了 <strong>字母表</strong>（GOOGL 2.36%）（GOOG 2.09%）的 A 类股票（具有投票权）。在第一季度，公司将该持仓的股份增加了 204%，同时还增加了字母表的 C 类股票（没有投票权）。这家综合企业显然对字母表的未来感到兴奋，这并不令人惊讶。字母表具备许多 巴菲特风格投资 的特质。首先，它是一家相对简单、易于理解的企业。</p>
</div><p>Alphabet is the leading search engine company in the world through Google and also owns the largest video-sharing platform on the web, YouTube. The company generates significant revenue from advertising and various subscriptions. Then there is Alphabet's current fastest-growing segment, Google Cloud, which offers a range of cloud computing services, primarily via an attractive, flexible pay-as-you-go model. Alphabet has other businesses, but these make up its core.</p>
<div class="lb-trans"><p>字母表通过谷歌成为全球领先的搜索引擎公司，同时还拥有全球最大的在线视频分享平台 YouTube。该公司通过广告和各种订阅服务产生可观的收入。然后是字母表当前增长最快的部门——谷歌云，提供一系列 云计算 服务，主要通过一种吸引人且灵活的按需付费模式。字母表还有其他业务，但这些构成了其核心。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA" alt="Alphabet Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FGOOGL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: GOOGL</h2>
<div class="lb-trans"><h2>NASDAQ: GOOGL</h2>
</div><p>Alphabet</p>
<div class="lb-trans"><p>字母表</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-2.36%) $-9.35</p>
<div class="lb-trans"><p>(-2.36%) $-9.35</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$387.59</p>
<div class="lb-trans"><p>$387.59</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.8T</p>
<div class="lb-trans"><p>$4.8 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$386.12 - $397.06</p>
<div class="lb-trans"><p>$386.12 - $397.06</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$162.00 - $408.61</p>
<div class="lb-trans"><p>$162.00 - $408.61</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>1.5M</p>
<div class="lb-trans"><p>1.5M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>29M</p>
<div class="lb-trans"><p>29M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>60.43%</p>
<div class="lb-trans"><p>60.43%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.21%</p>
<div class="lb-trans"><p>0.21%</p>
</div><p>Buffett also insists on investing in companies with durable competitive advantages. Alphabet fits the bill. The company's brand name alone, which has become a verb used in everyday language, makes its search engine empire nearly impenetrable. The company also benefits from network effects and switching costs. Then, there is the fact that Alphabet has excellent long-term prospects.</p>
<div class="lb-trans"><p>巴菲特还坚持投资于具有持久竞争优势的公司。字母表符合这一标准。公司的品牌名称本身，已经成为日常语言中使用的动词，使其搜索引擎帝国几乎不可攻破。公司还受益于网络效应和转换成本。此外，字母表的长期前景也非常出色。</p>
</div><p>The company's AI business is helping power Google Cloud's amazing growth, and it plans to invest even more to capture the lucrative opportunities ahead. Alphabet's $460 billion cloud backlog as of the end of the first quarter, which almost doubled quarter-over-quarter, highlights the attractive growth runway at its disposal. And given the company's innovative culture and smaller -- but promising -- growth opportunities, like self-driving vehicles, the future looks bright. Investors should follow Abel's lead here and double down on Alphabet.</p>
<div class="lb-trans"><p>公司的人工智能业务正在推动谷歌云的惊人增长，并计划进一步投资以捕捉未来的丰厚机会。截至第一季度末，字母表的 4600 亿美元云订单几乎翻了一番，突显了其可观的增长潜力。考虑到公司的创新文化和较小但有前景的增长机会，如 自动驾驶汽车，未来看起来光明。投资者应该跟随阿贝尔的脚步，加大对字母表的投资。</p>
</div><h2>2. Apple</h2>
<div class="lb-trans"><h2>2. 苹果</h2>
</div><p><strong>Apple</strong>( AAPL +0.38%) has been the largest holding in Berkshire Hathaway's portfolio for a while, and, so far, it has remained so under Abel's (short) tenure. The fact that Buffett once called Apple &#34;the best business in the world&#34; is all the confirmation we need that it fits the Oracle of Omaha's criteria. The business is fairly easy to understand: Apple makes money by selling hardware products, including smartphones, laptops, tablets, etc.</p>
<div class="lb-trans"><p><strong>苹果</strong>（AAPL +0.38%）在伯克希尔哈撒韦的投资组合中一直是最大的持仓，迄今为止，在阿贝尔（短暂）任期内仍然如此。巴菲特曾称苹果为 “世界上最好的生意”，这一点足以证明它符合 “奥马哈的先知” 的标准。这个业务相对容易理解：苹果通过销售硬件产品，包括智能手机、笔记本电脑、平板电脑等来赚钱。</p>
</div><p>Its iPhone segment is its most important and functions almost like a subscription, as users tend to renew their phones every few years. Apple has improved its devices thanks to AI features. And over the past few quarters, sales growth has accelerated, reaching levels not seen in three years.</p>
<div class="lb-trans"><p>其 iPhone 业务是最重要的，几乎像订阅一样，因为用户往往每隔几年就会更新手机。苹果通过人工智能功能改善了其设备。在过去几个季度，销售增长加速，达到了三年来未见的水平。</p>
</div><p></p>
<div class="lb-trans"><p></p>
</div><p>AAPL Revenue (Quarterly YoY Growth) data by YCharts</p>
<div class="lb-trans"><p>AAPL 收入（季度同比增长） 数据来源于 YCharts</p>
</div><p>This shows that the iPhone can still drive solid sales growth, especially as Apple continues to improve it.</p>
<div class="lb-trans"><p>这表明 iPhone 仍然能够推动稳健的销售增长，尤其是苹果继续改善其产品。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4" alt="Apple Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAAPL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AAPL</h2>
<div class="lb-trans"><h2>NASDAQ: AAPL</h2>
</div><p>Apple</p>
<div class="lb-trans"><p>苹果</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.38%) $1.13</p>
<div class="lb-trans"><p>(0.38%) $1.13</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$298.97</p>
<div class="lb-trans"><p>$298.97</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.4T</p>
<div class="lb-trans"><p>$4.4 万亿</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$296.35 - $300.51</p>
<div class="lb-trans"><p>$296.35 - $300.51</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$193.46 - $303.20</p>
<div class="lb-trans"><p>$193.46 - $303.20</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>42M</p>
<div class="lb-trans"><p>42M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>44M</p>
<div class="lb-trans"><p>44M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>47.86%</p>
<div class="lb-trans"><p>47.86%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.35%</p>
<div class="lb-trans"><p>0.35%</p>
</div><p>Apple also has a high-margin services segment with over a billion paid subscriptions. This unit is important to Apple's future. As the company's installed base grows, it will expand subscription revenue, helping boost margins and profits. Let's not forget about Apple's competitive moat, which stems from its brand name. The company's brand routinely ranks as one of the most valuable in the world and grants it significant pricing power in an otherwise competitive market.</p>
<div class="lb-trans"><p>苹果还有一个高利润的服务部门，拥有超过十亿的付费订阅。这个部门对苹果的未来至关重要。随着公司安装基础的增长，它将扩大订阅收入，帮助提升利润率和利润。我们不能忘记苹果的竞争护城河，这源于其品牌名称。公司的品牌经常被评为世界上最有价值的品牌之一，并在竞争激烈的市场中赋予其显著的定价权。</p>
</div><p>Apple also benefits from switching costs, since it can be difficult to transfer data from the company's ecosystem to one of its competitors'. Apple faces threats, including tariffs and regulatory risks, but the stock is still well positioned to outperform over the long run. It's no wonder that Abel remains bullish on the company.</p>
<div class="lb-trans"><p>苹果也受益于转换成本，因为将数据从公司的生态系统转移到竞争对手的生态系统可能会很困难。苹果面临着关税和监管风险等威胁，但该股票仍然在长期内表现出色。难怪阿贝尔对该公司保持乐观。</p>
</div>

Warren Buffett's Successor Greg Abel Just Dumped Amazon Stock: 2 AI Stocks He Is Still Bullish On

- Berkshire Hathaway 更换 CEO，Abel 于 1 月 1 日接任 Buffett。  
- 公司退出亚马逊股票，转而加码 Alphabet 和苹果。  
- Alphabet 和苹果都是具有竞争优势的企业，前景乐观。

沃伦·巴菲特的继任者格雷格·阿贝尔刚刚出售了亚马逊股票：他仍然看好两只人工智能股票