股神巴菲特重新買入台積電全數持股

財經台韭菜 · 2024-04-01T21:15:27+08:00

Despite the next 13F filing being about a month away (scheduled for May 15), reliable sources have already revealed that the legendary investor Warren Buffett has not only repurchased all the shares of Taiwan Semiconductor Manufacturing Company (TSMC) that he had sold off in 2022 but has also continued to buy stocks from several other Taiwanese semiconductor companies. The decision to increase exposure to Taiwan remains uncertain whether it was made by Buffett himself or was influenced by key decision-makers like Greg Abel. However, according to Bloomberg, the credibility of this news is exceptionally high, and the scale of this new exposure to Taiwan far exceeds that of the end of 2022. Experts speculate that this move could be related to the warming relations across the Taiwan Strait, the robust alliance between the United States, Japan, and Taiwan in the semiconductor industry, and TSMC’s position as a major beneficiary of the AI boom.