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K大师
#伯克希尔巨额现金储备,财报将披露最新动向 不是"囤钱时代终结",而是阿贝尔时代资本配置节奏变了。现金从 3974 亿降到 3655 亿,但 3655 亿仍然是历史高位——说明不是全面追涨,而是在有选择地买:谷歌、自身股票、整体收购,都是具体的价格/价值机会。
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