伯克希尔·哈撒韦公司公布“股神”巴菲特卸任CEO后的首份13F持仓文件，揭开了“后巴菲特时代”的投资路线图。

Berkshire Hathaway has released its first-quarter holdings report, revealing notable adjustments in its investment portfolio. According to Jin10, the company increased its stake in Alphabet (GOOGL.O) and The New York Times, with Alphabet seeing an addition of over 36 million shares, raising its holding from 2.04% to 5.93%. Conversely, Berkshire completely exited its positions in Amazon (AMZN.O), Visa (V.N), Mastercard (MA.N), and UnitedHealth (UNH.N). The company also reduced its holdings in Chevron (CVX.N) and Bank of America (BAC.N). Additionally, Berkshire initiated a new position in Delta Air Lines (DAL.N), purchasing 39.8 million shares valued at approximately $2.65 billion. Overall, the market value of Berkshire's U.S. stock holdings stood at $26.3 billion by the end of the first quarter, down from $27.4 billion in the previous quarter. During the quarter, Berkshire bought stocks worth about $16 billion and sold approximately $24 billion, resulting in a net sale of around $8.15 billion. The number of holdings decreased sharply from 42 to 29, indicating a significant increase in portfolio concentration.

席勒PE距科网泡沫顶峰仅一步之遥，“聪明钱”却已悄然离场。

U.S. spot Bitcoin ETFs experienced a net outflow totaling $290 million on May 15, with none of the 12 funds reporting net inflows. According to NS3.AI, U.S. spot Ethereum ETFs also faced net outflows amounting to $65.65 million, marking the fifth consecutive day of such activity.

On May 16, Bridgewater, the world's largest hedge fund, released its U.S. stock holdings report for the first quarter ending March 2026. According to Jin10, the report reveals that Bridgewater established 214 new stock positions, increased holdings in 292 stocks, liquidated 261 stocks, and reduced holdings in 487 stocks during the first quarter. The fund significantly increased its positions in chip stocks such as Nvidia (NVDA.O), Broadcom (AVGO.O), and Micron Technology (MU.O), while liquidating positions in enterprise software stocks like Salesforce (CRM.N) and ServiceNow (NOW.N), and reducing its stake in Adobe (ADBE.O). By the end of the first quarter, Bridgewater's U.S. stock holdings were valued at $22.4 billion, down from $27.4 billion in the previous quarter. Specifically, Bridgewater increased its Nvidia holdings by 827,800 shares, raising its portfolio share from 2.63% at the end of last year to 3.65%. It also added 670,000 shares of Broadcom, increasing its portfolio share from 1.47% to 2.54%, and 586,000 shares of Micron Technology, raising its portfolio share from 0.93% to 2.23%. Additionally, Bridgewater initiated a new position in Taiwan Semiconductor Manufacturing Company (TSMC) with 1,077,000 shares, which accounted for 1.62% of its portfolio by the end of the first quarter.

随着AI从炫技逐渐走向实用，AI应用的落地正在不断加速，以满足日益增长的消费者需求。

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一群美国AI业者，他们在中国实地走访了一周，穿梭于北京、杭州和上海，拜访了14家AI与机器人实验室，亲眼目睹了那里的运作方式。

我把咖啡喝凉了三次，做了满满四页笔记。下面是我提炼出来、最值得你认真想一想的 8 个角度。

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随着比特币价格的持续低迷、以及逐渐走向主流，一些资深加密货币爱好者开始对比特币感到失望，因为它已无法再提供他们所期盼的收益和看重的隐私保护。

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我们需要明确什么是机器经济、数据和Agent属于谁、大模型塑造的相关内容如何分配。我认为这是区块链能解决的问题。