别人恐惧时我贪婪！巴菲特旗下伯克希尔Q3逆势净买入37亿美元股票

智通财经2022-11-08

根据沃伦·巴菲特旗下伯克希尔哈撒韦的现金流量表，该投资公司在2022年第三季度购买了约90亿美元的股票，并出售了约53亿美元的股票，最终净买入了37亿美元的股票。据了解，标普500指数此前连续第三个季度下跌，在Q3下跌逾5%。财报显示，伯克希尔哈撒韦第三季度营业利润同比增长20%，但较第二季度有所下滑。该公司第三季度耗资10.5亿美元回购股票。截至2022年9月30日，该公司持有约1090亿美元的...

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Buffett's Berkshire Q3 bought a net $3.7 billion in stocks against the trend","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/37ef563e3d65c9a47ae9ad8193b1c53d","symbols_score_info":{"BRK.B":1,"BRK.A":1,"ATVI":0.9,"VZ":0.9,"OXY":0.9,"ALL":0.9},"content_text":"根据沃伦·巴菲特旗下伯克希尔哈撒韦的现金流量表，该投资公司在2022年第三季度购买了约90亿美元的股票，并出售了约53亿美元的股票，最终净买入了37亿美元的股票。据了解，标普500指数此前连续第三个季度下跌，在Q3下跌逾5%。财报显示，伯克希尔哈撒韦第三季度营业利润同比增长20%，但较第二季度有所下滑。该公司第三季度耗资10.5亿美元回购股票。截至2022年9月30日，该公司持有约1090亿美元的现金和短期证券，高于截至6月30日持有的1054亿美元。巴菲特在第三季度继续加仓西方石油，9月底时持股比例提升至20.9%。9月下旬，伯克希尔披露在几笔交易中以3.5亿美元购买了599万股西方石油股票。8月，该公司以3.91亿美元购买了668万股西方石油股票，7月以2.5亿美元和1.12亿美元分别购买了430万股和190万股西方石油股票。值得注意的是，最新10-Q文件显示的是2022年前9个月的现金流。上述买入和卖出金额的计算方法是用第三季度10-Q的金额减去第二季度10-Q的金额。伯克希尔将在11月14日左右提供其股票持仓的详细信息，这是大型基金披露在第三季度末持股情况的最后期限。第二季度，该公司增持了好事达和动视暴雪，卖出Verizon和Royalty Pharma。Seeking Alpha撰稿人Jonathan Weber指出，伯克希尔的股票投资组合自第三季度末以来一直在升值，“这意味着最新的账面价值数据过于保守。”","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2281937245"}