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According to the latest reports, Warren Buffett has allocated 23% of his company Berkshire Hathaway's assets to three companies closely related to artificial intelligence (AI). This move marks a shift for Buffett, who has long adhered to traditional investment principles, to now pay attention to the potential of emerging technology sectors.
Although Buffett is known for his integrity and long-term investment approach, he has taken a more cautious stance toward rapidly changing industries. However, these three companies all demonstrate strong competitive advantages and possess characteristics that lay a solid foundation for future growth. These companies are Apple, Alphabet (the parent company of Google), and Amazon.
Apple has been the largest holding in Berkshire Hathaway since 2016. Although Buffett has recently started to sell some Apple stocks, it is expected that Apple will launch a new artificial intelligence assistant, Siri, to further advance its efforts in the AI field. Additionally, Apple's stable and growing profits, as well as its large stock buyback program, have attracted investor attention.
Alphabet is a new addition to Berkshire Hathaway's portfolio, with the company recently acquiring 17.8 million shares. With strong growth in its cloud computing business and continued investment in the AI field, Alphabet's stock price has risen significantly in the market. Despite competition from AI chatbots, Google's core search business remains strong, which gives Buffett confidence in his investment decision.
Amazon, another important investment for Berkshire Hathaway, benefits mainly from the growth of its cloud computing division, AWS. AWS is not only the largest public cloud computing platform in the world, but its rapid development in AI services also shows great market potential. Amazon's e-commerce business has also made significant progress in improving profitability, which makes Buffett confident about this investment.
Although Buffett began selling some Apple stocks by the end of 2023, analysts point out that Buffett's investment decisions still focus on the long-term competitive advantages of these companies. As AI technology continues to advance, the growth potential of these companies has drawn widespread attention from the market.
In summary, Buffett's investment strategy at Berkshire Hathaway is gradually shifting towards emerging technology sectors. This not only reflects his keen insight into future market trends but also provides investors with a new perspective on investing in AI companies.