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Warren Buffett’s Apple trade exposes Berkshire’s dilemma
Lex專欄:巴菲特的蘋果交易暴露了波克夏的困境

The tech stock bonanza has helped obscure the dearth of juicy opportunities for group
蘋果股票給巴菲特帶來財富掩蓋了波克夏缺乏利潤豐厚的投資機會的事實。
Wall Street likes Warren Buffett’s odds in identifying the next big investment

What is the next great investment idea? And what are the chances that Warren Buffett will be the person to identify it? Wall Street likes his odds. Shares in the class B of Berkshire Hathaway are up 25 per cent so far in 2024. And the rally comes as Buffett has been rapidly paring back his blockbuster win in Apple stock.

下一個偉大的投資理念是什麼?華倫•巴菲特成爲發現它的人的可能性有多大?華爾街看好他的勝算。2024年迄今,波克夏•哈薩威公司B類股票上漲了25%。而這輪上漲正值巴菲特迅速減持蘋果(Apple)股票之際。

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