今年第三季度伯克希尔最大的个股持仓集中在两家科技巨头——苹果和谷歌母公司Alphabet。其中，苹 果进一步被抛售，Alphabet则被首次建仓。考虑到巴菲特传统的价值投资理念以及他对高增长科技股的 谨慎态度，建仓Alphabet的举动令市场颇感意外。 关注我，更多股市资讯告诉你！ 11月15日，欢迎来到股市早观点，我们来看看今天有哪些消息热点？ 由于最近出现通胀持续的迹象，市场对美联储在12月会议上降息的预期明显下降。根据芝商所的 FedWatch数据，市场认为美联储12月降息25个基点的概率，已经从上周的67%降到不足50%。 周五，伯克希尔·哈撒韦公司（下简称"伯克希尔"）披露的13F报告显示，在今年底"退休"进入倒计时之 际，巴菲特领导的伯克希尔公司调整了对美国科技巨头的押注。 ...

Core Insights - The Federal Reserve's Goolsbee indicates that tariff increases seem far from over, suggesting ongoing inflation risks [1] Group 1 - Tariff hikes are likely to continue, which may contribute to persistent inflationary pressures in the economy [1]

Core Viewpoint - The Federal Reserve's Barr stated that there may be persistent inflation due to rising short-term inflation expectations, supply chain adjustments, and second-round effects [1] Group 1 - Short-term inflation expectations are on the rise, indicating potential challenges for the economy [1] - Supply chain adjustments are contributing to the inflationary pressures, suggesting ongoing disruptions in the market [1] - Second-round effects may lead to further inflation persistence, highlighting the interconnectedness of economic factors [1]