大佬们先跑了

Core Viewpoint - The article discusses the recent surge in the U.S. stock market, particularly driven by the AI revolution, with significant gains in major tech stocks like Microsoft, Apple, Google, and Nvidia, while also highlighting the recent stock sell-offs by prominent investors like Warren Buffett, Bill Gates, and Masayoshi Son [5][6][18]. Market Performance - The Dow Jones Industrial Average reached a historical high of 48,431.57 points, up 46% since the beginning of 2023 [5]. - The Nasdaq index hit a record high of 24,019.99 points, more than doubling with a 131.25% increase since the start of 2023 [5]. Key Tech Stocks - Nvidia's stock price surged over 1300%, making it the first company to exceed a market capitalization of $5 trillion [5]. - Microsoft and Apple both saw their stock prices double, with their market capitalizations around $4 trillion [5]. - Google (Alphabet-A) experienced a stock price increase of over 200%, reaching a market cap of $3.5 trillion [5]. Investor Actions - Warren Buffett's Berkshire Hathaway reduced its Apple stock holdings by 15%, with a market value decline exceeding $10 billion [10][11]. - Buffett's recent investment in Google amounted to 17.85 million shares, valued at $4.34 billion, marking a significant shift in his portfolio [11]. - Bill Gates' foundation sold 17 million shares of Microsoft, reducing its stake by 65%, while also increasing its investment in Berkshire Hathaway [18]. Notable Sell-offs - Nvidia's CEO Jensen Huang has been selling shares consistently, offloading 829,700 shares since the beginning of 2025, with a total value of approximately $15.48 million [14][15]. - Masayoshi Son completely liquidated his Nvidia holdings, marking his second exit from the company [19][21]. - Investor Duan Yongping sold 38% of his Nvidia shares, reflecting a cautious approach to the stock's valuation [19]. Financial Metrics - Nvidia's revenue for the fiscal year ending January 26, 2025, reached $130.5 billion, with a growth rate of 114% and a gross margin of 75% [14]. - As of the third quarter of 2025, Nvidia's quarterly revenues were $44.1 billion and $46.7 billion, showing year-on-year growth of 69% and 56%, respectively [14]. - Apple's revenue for the fourth fiscal quarter of 2025 was $102.47 billion, with a growth rate of 7.94%, while Google's revenue for the third quarter was $102.35 billion, growing at 16% [12].