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10h
直击奥马哈|陈凯丰:美股投资“天空才是极限”
“人工智能里面最大的三块,一个是硬件,就是芯片,一个是软件,第三个就是所谓的数据和算力,很明显这三块现在美国都是非常领先”,陈凯丰认为,从这点来看的话,美国下一步的经济驱动力是非常巨大的,股市肯定会受益,和两三年前的投资美股逻辑不一样了。
14h
“投资界春晚”来袭,失去芒格的首次伯克希尔股东大会,巴菲特将透露5大重要信息
AI热潮方兴未艾,在去年的股东大会上,与全球高涨的情绪相反,巴菲特表达了他对于AI的担忧。鉴于伯克希尔持有苹果、亚马逊和Snowflake的巨额股份,这些公司都在大举部署AI,巴菲特对AI和科技股是否有新的看法值得投资者关注。
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