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巴菲特段永平持仓对比,收益差了近8个点?
巴菲特和段永平的最新持仓数据太有意思了!老巴近1年持仓涨幅11.72%,段永平却冲到了19.43%,差距快8个点。
持仓结构上,两人都重仓苹果,但比例差太多:老巴只拿了22.69%,段永平直接超60%,几乎把宝都压在苹果上。老巴还守着可口可乐、美国运通这些老牌标的,段永平则布局了拼多多、阿里,甚至新进了阿斯麦。
有人说老巴更稳,段永平更敢押;也有人觉得是市场风格不同导致收益差。你觉得他俩的持仓逻辑谁更胜一筹?