抄底科技黄金坑 中概股投资有亮点

Group 1: Berkshire Hathaway's Holdings - Berkshire Hathaway revealed its "mysterious holdings" for Q2 2025, with significant investments in healthcare, steel, and real estate sectors [1][2] - In Q2, Berkshire purchased six new stocks, including over 5 million shares of UnitedHealth valued at approximately $1.57 billion, over 6.6 million shares of Nucor Steel valued at about $860 million, and over 700,000 shares of Lennar valued at around $780 million, totaling over $3.6 billion in new positions [2][3] - Berkshire reduced its stake in Apple by 20 million shares, a decrease of about 6.67%, while also cutting its holdings in Bank of America by over 26.3 million shares, a reduction of approximately 4.17% [3] Group 2: Li Lu and Pinduoduo - Li Lu's Himalaya Capital bought over 4.6 million shares of Pinduoduo, making it the second-largest holding with a market value of $480 million, representing 17.93% of the portfolio [3][4] - Himalaya Capital previously held Pinduoduo but sold its position in Q4 2021, indicating a renewed confidence in the Chinese e-commerce sector [4] Group 3: Institutional Investment in Technology Stocks - Major institutions like Hillhouse, Bridgewater, JPMorgan, Vanguard, BlackRock, and Tiger Global increased their positions in technology stocks, capitalizing on the market downturn [5] - Notably, JPMorgan's top five holdings are all technology companies, and Vanguard's holdings reached $6.18 trillion, with significant investments in Nvidia, Microsoft, Apple, Amazon, and META [5] - Renaissance Technologies and Tiger Global also made substantial investments in Nvidia and other tech stocks, reflecting a bullish outlook on the technology sector's future [5]