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for (var i = 0,len = adKeys.length; i 5月3日,2025年巴菲特股東大會即將在巴菲特老家奧馬哈舉辦,今年恰逢巴菲特收購伯克希爾公司60周年。中午12點,鳳凰“K 說聯盟”特邀國家金融與發展實驗室特聘高級研究員邵宇、中航基金副總經理兼首席投資官鄧海清、國泰海通宏觀首席分析師梁中華進行對話,共同解密巴菲特的現金部署與接班布局。 國家金融與發展實驗室特聘高級研究員,鳳凰“K說聯盟”成員邵宇指出不光是巴菲特,每個投資者包括分析師都對美國科技股既依賴又警惕。投資者既追捧AI熱潮,因為中國科技追趕的特別厲害,又擔憂中國技術突圍。中美科技競爭正重塑全球科技股估值邏輯:美國科技企業依賴專利與算法壟斷維持高估值,但中國通過工程化創新逐步瓦解其技術護城河。
邵宇:每個投資者不光是巴菲特對美國科技股既依賴又警惕,因為中國科技追趕特別厲害


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