Berkshire Hathaway 备受推崇，其庞大的现金储备与强劲的底层业务使其在市场下行及 AI 板块波动中具备韧性。
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《Joe Tigay on Quiet VIX, Hyperscaler AI Spending & BRK/B, JPM, CAT Value》
Schwab Network发布 2026-09-28 · 2 段内容
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你更看好哪些股票，Berkshire Hathaway 和 JPMorgan？
Which stocks do you prefer, Berkshire Hathaway and JPMorgan?
当然，即便 Warren Buffett 已经离开，我依然钦佩 Berkshire Hathaway。他打下了坚实的基础。他非常期待下一阶段。凭借庞大的现金储备，这家公司为任何市场低迷都做好了准备。
但他们拥有优秀的公司，无论 AI 交易中发生什么，这些公司都能挺过危机。因此，我确实钦佩她。
Of course, even with Warren Buffett gone, I still admire Berkshire Hathaway. He built a great foundation. He is really looking forward to the next stage. This company is prepared for any market downturn thanks to its large cash reserves.
But they have great companies that will weather the crisis regardless of what happens in AI trading. Therefore, I definitely admire her.
这个频道对 $BRK.B 的历次判断
Schwab Network 在这只股票上共 2 条判断，这里只列相邻的几条。