股神的“情人”:厮守六年,巴菲特爱上苹果哪里?

36氪财经2022-02-14

作者 | 林玉莲几十年来,巴菲特长期宠爱消费和金融行业,并不热衷于投资科技股。然而自2016年1月以来,苹果这一全球头部科技公司成为巴菲特的“心头好”,目前已占据巴菲特旗下公司伯克希尔投资组合42.73%的仓位。从对科技股嗤之以鼻,到现在花最大仓位买入苹果,“执手”六年,巴菲特到底爱上了苹果哪里?巴菲特看好企业大都具有护城河特征,以及拥有卓越的管理层。除开产品力、管理层,苹果的独特之处在于作为...

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