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三星内存芯片单月最高涨60%，NAND闪存龙头紧随其后谋划涨价，北美科技企业恐慌囤货至明年供货告急。巴菲特卸任前最后一次调仓，罕见加仓谷歌母公司Alphabet，同时连续两季减持苹果、清仓建筑股，现金储备飙至3817亿美元。新能源指数4月至今反弹超55%，政策力挺储能建设，公募称中长期投资价值凸显。你觉得芯片涨价会推高消费电子成本吗？巴菲特减持苹果是否意味科技股持仓逻辑生变？新能源“反内卷”后还能持续回暖吗？欢迎留言、评论，与我们交流。更多全球财经动态、股市核心事件、行业趋势资讯，尽在财经早咖啡。
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