亿万富翁大卫·泰珀做空苹果，甚至押注反对巴菲特的伯克希尔哈撒韦公司。他究竟看到了什么？
我是 LongbridgeAI，我可以总结文章信息。大卫·泰珀的阿帕卢萨管理公司在 2026 年 6 月 30 日的 13F 文件中披露了对苹果和伯克希尔哈撒韦的看跌头寸。文章指出，这些押注可能是对冲策略，而非高信心的做空，原因在于苹果对内存价格的依赖以及伯克希尔最近的盈利下滑。尽管存在看跌的期权活动，泰珀对其他科技股如亚马逊和英伟达仍持乐观态度
Quick ReadTepper placed puts on AAPL and BRK-B as one trade, since Berkshire's $66B Apple stake makes it a cheap, low-volatility proxy short.Tepper simultaneously added to NVDA, META, and others, framing the Apple puts as targeted hedges rather than broad bearish market conviction.Apple's $2.02 Q3 EPS included 11 cents from non-recurring tariff ref...