--- title: "伯克希爾的阿貝爾減少持股,並大舉投資於谷歌-A" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/287253262.md" description: "伯克希爾哈撒韋在第一季度的拋售中退出了 16 個價值 240 億美元的頭寸,將其持股從 40 個減少到 26 個。值得注意的出售包括長期持有的 Visa、Mastercard、亞馬遜和聯合健康的股份。首席執行官阿貝爾增加了對 Alphabet 的持股,使其成為前五大持股之一,表明公司正向高增長科技投資轉型" datetime: "2026-05-21T16:43:18.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/287253262.md) - [en](https://longbridge.com/en/news/287253262.md) - [zh-HK](https://longbridge.com/zh-HK/news/287253262.md) --- # 伯克希爾的阿貝爾減少持股,並大舉投資於谷歌-A Massive Q1 sell-off: Berkshire exited 16 positions worth $24 billion, reducing total holdings from 40 to 26 in one of its largest quarterly shake-ups. Surprising stock exits: Long-held stakes in Visa, Mastercard, Amazon, and UnitedHealth were sold, many tied to portfolios managed by departing executive Todd Combs. Alphabet stake rises: Abel made Alphabet a top-five holding, signaling a potential shift toward high-growth tech investments absent under Buffett. ### 相關股票 - [GOOG.US](https://longbridge.com/zh-HK/quote/GOOG.US.md) - [BRK.B.US](https://longbridge.com/zh-HK/quote/BRK.B.US.md) - [BRK.A.US](https://longbridge.com/zh-HK/quote/BRK.A.US.md) - [GOOGL.US](https://longbridge.com/zh-HK/quote/GOOGL.US.md) - [GGLL.US](https://longbridge.com/zh-HK/quote/GGLL.US.md) - [V.US](https://longbridge.com/zh-HK/quote/V.US.md) - [MA.US](https://longbridge.com/zh-HK/quote/MA.US.md) - [AMZN.US](https://longbridge.com/zh-HK/quote/AMZN.US.md) - [UNH.US](https://longbridge.com/zh-HK/quote/UNH.US.md) ## 相關資訊與研究 - [波克夏誰拍板 Alphabet 投資?13-F 四大重點一次看](https://longbridge.com/zh-HK/news/286711248.md) - [科技進步與市場變化:日本超高速記憶體、Google AI 及中國經濟展望的共振影響](https://longbridge.com/zh-HK/news/287197115.md) - [Google I/O 懶人包: AI 代理來幫你上班的時代來臨!](https://longbridge.com/zh-HK/news/286984089.md) - [Google 搜尋的 AI 進化包含更多廣告,提供聰明又實用的建議](https://longbridge.com/zh-HK/news/287158206.md) - [美股 AI 熱潮下波動頻繁:谷歌股價滑落、馬斯克敗訴、輝達財報惹擔憂](https://longbridge.com/zh-HK/news/287165218.md)