值得注意的是，伯里的言论相较其旗下Scion资产管理公司公布的二季度持仓报告出现出现了转变，该公司在第二季 度的最多卖出标的为英伟达看跌期权(NVDA.US,PUT)，并且买入了Meta看涨期权(META.US,CALL)。 | 2025-06-30 | | | 2025-06-30 | | | --- | --- | --- | --- | --- | | | Top Buys (13F) | | Top Sells (13F) | | | | BY CHANGE IN % PORTFOLIO | BY > | BY CHANGE IN % PORTFOLIO | BY | | Name | | % | Name | % | | | | Change | | Change | | | UNH UnitedHealth Group I | 18.88% | NVDA NVIDIA Corp (PUT) | 48.96% | | (CALL) | | | | | | | REGN Regeneron Pharmaceut | 18.16% | BABA Alibaba Group Holdin | 13.27% ...