伯克希尔买入谷歌 万兴科技等A股谷歌生态链企业获投资者关注

Group 1 - Berkshire Hathaway, led by Warren Buffett, has made its first investment in a major tech stock, purchasing shares in Alphabet, the parent company of Google, valued at approximately $4.34 billion, making it the company's tenth largest holding [1] - The investment has sparked interest in companies within the Google ecosystem in the A-share market, particularly in Wondershare Technology, which saw its stock price rise over two consecutive trading days [1] - Analysts believe that Berkshire's investment in Alphabet exceeds market expectations, indicating a shift in Buffett's stance towards technology stocks and a strong endorsement of Google's product ecosystem and AI strategy [2] Group 2 - Wondershare Technology has established deep collaborations with Google, integrating advanced models like Google Veo-3, and its video editing software, Wondershare Filmora, was featured at the 2025 Google Developer Conference [2] - The integration of Google's Gemini 2.5 Flash capabilities has improved the efficiency of Wondershare Filmora by 70%, enhancing user experience in video creation [2] - Wondershare Technology has reported a significant increase in mobile revenue, with over 100% year-on-year growth in the first three quarters of 2025, and its AI server calls exceeding 800 million, reflecting heightened user engagement with AI features [3]