<p><strong>伯克希爾哈撒韋</strong>（BRKA 1.29%）（BRKB 1.59%）正進入一個新時代。這家沃倫·巴菲特數十年來建立的綜合企業有了新的首席執行官，格雷格·阿貝爾，他於 1 月 1 日接替了 “奧馬哈的先知”。在阿貝爾擔任伯克希爾哈撒韋首席的第一個完整季度，他監督了一些顯著的舉措。例如，公司退出了對幾隻股票的持倉，包括 <strong>亞馬遜</strong>（AMZN 2.08%）。</p><p>有些人可能會覺得這個決定令人困惑。亞馬遜是雲計算、人工智能（AI）和電子商務的領導者，毫無疑問在多個方面擁有廣泛的護城河。而且，隨着人工智能行業的蓬勃發展，亞馬遜可能是一個很好的選擇來利用這一機會。然而，阿貝爾和他的團隊並沒有放棄人工智能。伯克希爾哈撒韋的投資組合中至少有兩隻股票可能會在人工智能革命中成為主要贏家。繼續閲讀以瞭解更多。</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>圖片來源：The Motley Fool。</p><h2 id="cowr3gvb">1. 字母表</h2><p>伯克希爾哈撒韋在 2025 年第三季度首次購買了 <strong>字母表</strong>（GOOGL 2.36%）（GOOG 2.09%）的 A 類股票（具有投票權）。在第一季度，公司將該持倉的股份增加了 204%，同時還增加了字母表的 C 類股票（沒有投票權）。這家綜合企業顯然對字母表的未來感到興奮，這並不令人驚訝。字母表具備許多 巴菲特風格投資 的特質。首先，它是一家相對簡單、易於理解的企業。</p><p>字母表通過谷歌成為全球領先的搜索引擎公司，同時還擁有全球最大的在線視頻分享平台 YouTube。該公司通過廣告和各種訂閲服務產生可觀的收入。然後是字母表當前增長最快的部門——谷歌雲，提供一系列 雲計算 服務，主要通過一種吸引人且靈活的按需付費模式。字母表還有其他業務，但這些構成了其核心。</p><p>展開</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="字母表股票報價" 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>今日變動</p><p>(-2.36%) $-9.35</p><p>當前價格</p><p>$387.59</p><h3 id="txnf5wrnf">關鍵數據點</h3><p>市值</p><p>$4.8 萬億</p><p>日內區間</p><p>$386.12 - $397.06</p><p>52 周區間</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>巴菲特還堅持投資於具有持久競爭優勢的公司。字母表符合這一標準。公司的品牌名稱本身，已經成為日常語言中使用的動詞，使其搜索引擎帝國幾乎不可攻破。公司還受益於網絡效應和轉換成本。此外，字母表的長期前景也非常出色。</p><p>公司的人工智能業務正在推動谷歌雲的驚人增長，並計劃進一步投資以捕捉未來的豐厚機會。截至第一季度末，字母表的 4600 億美元雲訂單幾乎翻了一番，突顯了其可觀的增長潛力。考慮到公司的創新文化和較小但有前景的增長機會，如 自動駕駛汽車，未來看起來光明。投資者應該跟隨阿貝爾的腳步，加大對字母表的投資。</p><h2 id="d1vdvotgp">2. 蘋果</h2><p><strong>蘋果</strong>（AAPL +0.38%）在伯克希爾哈撒韋的投資組合中一直是最大的持倉，迄今為止，在阿貝爾（短暫）任期內仍然如此。巴菲特曾稱蘋果為 “世界上最好的生意”，這一點足以證明它符合 “奧馬哈的先知” 的標準。這個業務相對容易理解：蘋果通過銷售硬件產品，包括智能手機、筆記本電腦、平板電腦等來賺錢。</p><p>其 iPhone 業務是最重要的，幾乎像訂閲一樣，因為用户往往每隔幾年就會更新手機。蘋果通過人工智能功能改善了其設備。在過去幾個季度，銷售增長加速，達到了三年來未見的水平。</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（季度同比增長） 數據來源於 YCharts</p><p>這表明 iPhone 仍然能夠推動穩健的銷售增長，尤其是蘋果繼續改善其產品。</p><p>展開</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="蘋果股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQUFQTC5wbmcWdz0xMjgWb3A9cmVzaXpl"/></figure><h2 id="izywls5h">NASDAQ: AAPL</h2><p>蘋果</p><p>今日變動</p><p>(0.38%) $1.13</p><p>當前價格</p><p>$298.97</p><h3 id="ingl8y0hr">關鍵數據點</h3><p>市值</p><p>$4.4 萬億</p><p>日內區間</p><p>$296.35 - $300.51</p><p>52 周區間</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>蘋果還有一個高利潤的服務部門，擁有超過十億的付費訂閲。這個部門對蘋果的未來至關重要。隨着公司安裝基礎的增長，它將擴大訂閲收入，幫助提升利潤率和利潤。我們不能忘記蘋果的競爭護城河，這源於其品牌名稱。公司的品牌經常被評為世界上最有價值的品牌之一，並在競爭激烈的市場中賦予其顯著的定價權。</p><p>蘋果也受益於轉換成本，因為將數據從公司的生態系統轉移到競爭對手的生態系統可能會很困難。蘋果面臨着關税和監管風險等威脅，但該股票仍然在長期內表現出色。難怪阿貝爾對該公司保持樂觀。</p>

最新一批13F持倉出爐：波克夏Q1加倉谷歌A類超200%，躍升至第七大重倉股；徹底清倉持有近七年的亞馬遜以及Visa、萬事達、聯合健康，並時隔六年重新殺回航空股，斥資26.5億美元建倉達美航空。橋水則首次建倉台積電與黃金ETF（GLD），加倉亞馬遜（升至第一大重倉股）、英偉達、博通、美光；同時清倉賽富時、ServiceNow，減持萬事達、Adobe等。機構資金正集中流向AI算力與避險資產。你的持倉裡，有幾隻被巨頭點名？

<p>最新一批13F持倉出爐：波克夏Q1加倉谷歌A類超200%，躍升至第七大重倉股；徹底清倉持有近七年的亞馬遜以及Visa、萬事達、聯合健康，並時隔六年重新殺回航空股，斥資26.5億美元建倉達美航空。橋水則首次建倉台積電與黃金ETF（GLD），加倉亞馬遜（升至第一大重倉股）、英偉達、博通、美光；同時清倉賽富時、ServiceNow，減持萬事達、Adobe等。機構資金正集中流向AI算力與避險資產。你的持倉裡，有幾隻被巨頭點名？</p>

巨頭13F出爐：押注AI算力與避險

谷歌-A

蘋果

亞馬遜

<p>伯克希爾哈撒韋的新任首席執行官格雷格·阿貝爾已經出售了公司在亞馬遜的股份，但對兩隻人工智能股票保持樂觀：谷歌和蘋果。阿貝爾顯著增加了伯克希爾在谷歌的投資，稱其在雲計算和人工智能方面具有強大的增長潛力。蘋果仍然是主要持股，受益於其強大的品牌和高利潤率的服務部門。這兩家公司與巴菲特的投資哲學——持久的競爭優勢相一致</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>伯克希爾哈撒韋</strong>（BRKA 1.29%）（BRKB 1.59%）正進入一個新時代。這家沃倫·巴菲特數十年來建立的綜合企業有了新的首席執行官，格雷格·阿貝爾，他於 1 月 1 日接替了 “奧馬哈的先知”。在阿貝爾擔任伯克希爾哈撒韋首席的第一個完整季度，他監督了一些顯著的舉措。例如，公司退出了對幾隻股票的持倉，包括 <strong>亞馬遜</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>有些人可能會覺得這個決定令人困惑。亞馬遜是雲計算、人工智能（AI）和電子商務的領導者，毫無疑問在多個方面擁有廣泛的護城河。而且，隨着人工智能行業的蓬勃發展，亞馬遜可能是一個很好的選擇來利用這一機會。然而，阿貝爾和他的團隊並沒有放棄人工智能。伯克希爾哈撒韋的投資組合中至少有兩隻股票可能會在人工智能革命中成為主要贏家。繼續閲讀以瞭解更多。</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>圖片來源：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>伯克希爾哈撒韋在 2025 年第三季度首次購買了 <strong>字母表</strong>（GOOGL 2.36%）（GOOG 2.09%）的 A 類股票（具有投票權）。在第一季度，公司將該持倉的股份增加了 204%，同時還增加了字母表的 C 類股票（沒有投票權）。這家綜合企業顯然對字母表的未來感到興奮，這並不令人驚訝。字母表具備許多 巴菲特風格投資 的特質。首先，它是一家相對簡單、易於理解的企業。</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>字母表通過谷歌成為全球領先的搜索引擎公司，同時還擁有全球最大的在線視頻分享平台 YouTube。該公司通過廣告和各種訂閲服務產生可觀的收入。然後是字母表當前增長最快的部門——谷歌雲，提供一系列 雲計算 服務，主要通過一種吸引人且靈活的按需付費模式。字母表還有其他業務，但這些構成了其核心。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</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>今日變動</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>當前價格</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>關鍵數據點</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 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</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 周區間</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>巴菲特還堅持投資於具有持久競爭優勢的公司。字母表符合這一標準。公司的品牌名稱本身，已經成為日常語言中使用的動詞，使其搜索引擎帝國幾乎不可攻破。公司還受益於網絡效應和轉換成本。此外，字母表的長期前景也非常出色。</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>公司的人工智能業務正在推動谷歌雲的驚人增長，並計劃進一步投資以捕捉未來的豐厚機會。截至第一季度末，字母表的 4600 億美元雲訂單幾乎翻了一番，突顯了其可觀的增長潛力。考慮到公司的創新文化和較小但有前景的增長機會，如 自動駕駛汽車，未來看起來光明。投資者應該跟隨阿貝爾的腳步，加大對字母表的投資。</p>
</div><h2>2. Apple</h2>
<div class="lb-trans"><h2>2. 蘋果</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>蘋果</strong>（AAPL +0.38%）在伯克希爾哈撒韋的投資組合中一直是最大的持倉，迄今為止，在阿貝爾（短暫）任期內仍然如此。巴菲特曾稱蘋果為 “世界上最好的生意”，這一點足以證明它符合 “奧馬哈的先知” 的標準。這個業務相對容易理解：蘋果通過銷售硬件產品，包括智能手機、筆記本電腦、平板電腦等來賺錢。</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 業務是最重要的，幾乎像訂閲一樣，因為用户往往每隔幾年就會更新手機。蘋果通過人工智能功能改善了其設備。在過去幾個季度，銷售增長加速，達到了三年來未見的水平。</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（季度同比增長） 數據來源於 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>這表明 iPhone 仍然能夠推動穩健的銷售增長，尤其是蘋果繼續改善其產品。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</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>蘋果</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</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>當前價格</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>關鍵數據點</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 萬億</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日內區間</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 周區間</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>蘋果還有一個高利潤的服務部門，擁有超過十億的付費訂閲。這個部門對蘋果的未來至關重要。隨着公司安裝基礎的增長，它將擴大訂閲收入，幫助提升利潤率和利潤。我們不能忘記蘋果的競爭護城河，這源於其品牌名稱。公司的品牌經常被評為世界上最有價值的品牌之一，並在競爭激烈的市場中賦予其顯著的定價權。</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>蘋果也受益於轉換成本，因為將數據從公司的生態系統轉移到競爭對手的生態系統可能會很困難。蘋果面臨着關税和監管風險等威脅，但該股票仍然在長期內表現出色。難怪阿貝爾對該公司保持樂觀。</p>
</div>

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

- Berkshire Hathaway 更換 CEO，Abel 於 1 月 1 日接任 Buffett。  
- 公司退出亞馬遜股票，轉而加碼 Alphabet 和蘋果。  
- Alphabet 和蘋果都是具有競爭優勢的企業，前景樂觀。

沃倫·巴菲特的繼任者格雷格·阿貝爾剛剛出售了亞馬遜股票：他仍然看好兩隻人工智能股票