巴菲特14年后重返医保，联合健康获15亿美元建仓，科技股成对冲基金新宠

Group 1 - Hedge funds have shown a significant shift in investment preferences, with a focus on technology stocks in the second quarter [1][2] - Third Point hedge fund made substantial increases in technology stock holdings, including a new position in Meta Platforms and a 93.1% increase in Nvidia shares [2] - Pansing Square Capital Management also demonstrated strong interest in technology stocks, increasing its holdings in Amazon and Alphabet [2] Group 2 - Berkshire Hathaway re-entered the healthcare insurance sector by acquiring over 5 million shares of UnitedHealth Group, valued at approximately $1.57 billion [3] - This marks the first investment in the healthcare insurance field by Berkshire Hathaway since 2010, indicating a renewed interest from Warren Buffett [3] - UnitedHealth Group's stock has seen a nearly 50% decline this year, with a current P/E ratio of 11.55, attracting value investors [3]