沃伦·巴菲特(交易、投资组合)表示,他亲自发起了伯克希尔·哈撒韦公司 (NYSE:BRK.A) (NYSE:BRK.B) 对 Alphabet 的投资。Alphabet 是谷歌 (NASDAQ:GOOG) 的母公司,也是一家增加人工智能支出的大型科技企业。巴菲特的参与可能表明,尽管他长期以来偏爱科技行业以外的业务,但他对 Alphabet 从人工智能投资周期中受益的能力信心增强。他还表示,他指定的伯克希尔首席执行官继任者格雷格·阿贝尔不会在未经巴菲特批准的情况下做出决定,而巴菲特对阿贝尔也采取了同样的做法。
总部位于内布拉斯加州奥马哈的伯克希尔哈撒韦公司去年开始增持 Alphabet,截至周二收盘,其持股价值近 210 亿美元。伯克希尔还通过与 800 亿美元交易相关的私募投资了 100 亿美元,旨在加强 Alphabet 的人工智能投资计划。这些承诺的规模使伯克希尔哈撒韦对 Alphabet 有了有意义的投资,因为这家科技公司大幅增加了资本支出以在人工智能产品领域竞争。

Buffett acknowledged that he made a mistake by overlooking Alphabet when the company had a lighter asset base and was highly favored by the market. He said Alphabet is more likely to succeed than 90% to 95% of investments promoted through Wall Street, based on the company's previous record. However, Buffett noted that he still prefers at least four or five other businesses owned by Berkshire, suggesting that the Alphabet investment remains significant without becoming his highest-conviction holding.