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Warren Buffett’s Apple trade exposes Berkshire’s dilemma
Lex专栏:巴菲特的苹果交易暴露了伯克希尔的困境

The tech stock bonanza has helped obscure the dearth of juicy opportunities for group
苹果股票给巴菲特带来财富掩盖了伯克希尔缺乏利润丰厚的投资机会的事实。
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.

下一个伟大的投资理念是什么?沃伦•巴菲特成为发现它的人的可能性有多大?华尔街看好他的胜算。2024年迄今,伯克希尔•哈撒韦公司B类股票上涨了25%。而这轮上涨正值巴菲特迅速减持苹果(Apple)股票之际。

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