段永平Q3持仓：大幅增持伯克希尔，英伟达持仓砍掉38%，减持苹果、拼多多、谷歌，建仓阿斯麦

三季度，被称为"中国巴菲特"的知名投资人段永平对其千亿投资组合进行重大调整，在人工智能概念股普遍回调之际选择减持英伟达等科技股， 转而大幅增持伯克希尔并新建阿斯麦仓位。 根据最新披露的13F文件，段永平管理的H&H International Investment三季度末持仓市值达147亿美元，较二季度末115亿美元增长28%。其中，伯 克希尔获得超过53%的大幅增持，持仓占比提升至17.78%。 | Stock | History | Sector | Shares Held or Principal | Market Value | % of Portfollo | Previous % of | Rank | Change in | 0/0 Change | % Ownership | Qtr 1st Owned | Est. Avg | Qtr End Price | Price 1D | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | > | | ...