巴菲特70亿美元神秘投资“浮现”

阿尔法工场研究院05-17

■沃伦·巴菲特的秘密股票是保险巨头Chubb。■伯克希尔·哈撒韦公司在不到九个月的时间里悄然建立了6.4%的股份，截至三月份价值67亿美元。■上个季度，巴菲特和他的团队将他们最大的股票投资苹果公司削减了13%。沃伦·巴菲特终于揭示了他的公司的神秘股票：Chubb。这位著名投资者的伯克希尔·哈撒韦公司最初在2023年第三季度购入这家保险巨头的股份，但在建立其持股份额完毕前，获得了监管机构的许可保密...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405170811508b108a47&s=b><strong>阿尔法工场研究院</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>■沃伦·巴菲特的秘密股票是保险巨头Chubb。■伯克希尔·哈撒韦公司在不到九个月的时间里悄然建立了6.4%的股份，截至三月份价值67亿美元。■上个季度，巴菲特和他的团队将他们最大的股票投资苹果公司削减了13%。沃伦·巴菲特终于揭示了他的公司的神秘股票：Chubb。这位著名投资者的伯克希尔·哈撒韦公司最初在2023年第三季度购入这家保险巨头的股份，但在建立其持股份额完毕前，获得了监管机构的许可保密...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202405170811508b108a47&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0251142724.SGD","symbol_name":"Fidelity America 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\"emerges\"","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1,"CB":0.9},"content_text":"■沃伦·巴菲特的秘密股票是保险巨头Chubb。■伯克希尔·哈撒韦公司在不到九个月的时间里悄然建立了6.4%的股份，截至三月份价值67亿美元。■上个季度，巴菲特和他的团队将他们最大的股票投资苹果公司削减了13%。沃伦·巴菲特终于揭示了他的公司的神秘股票：Chubb。这位著名投资者的伯克希尔·哈撒韦公司最初在2023年第三季度购入这家保险巨头的股份，但在建立其持股份额完毕前，获得了监管机构的许可保密持股情况。巴菲特的公司最初在九月底购买了810万股Chubb股票，价值17亿美元，然后在12月底将持股量增加到2010万股，价值45亿美元。根据周三披露的美国证券交易委员会（SEC）文件，到三月底时，他们又将投注提高到了2590万股，价值67亿美元。假设伯克希尔·哈撒韦公司自那以后未再动用其股份，那么它目前大约持有Chubb 6.4%的股份——这是一家市值大约为1000亿美元的公司。Chubb在54个国家开展业务，提供从财产和意外保险到健康保险、再保险及人寿保险等一系列服务。考虑到伯克希尔拥有如Geico和Alleghany等大型保险业务子公司，这是一只巴菲特会感到安心持有的股票。巴菲特及其团队上个季度还将其最大的持股苹果公司削减了13%，减至7.89亿股。这次减持导致其持股价值下降了390亿美元，至3月底时的1350亿美元。对于巴菲特的密切追随者来说，苹果的这些减持不会让人感到意外，因为在伯克希尔最近的年度报告中已经明确预示了这一点。在该时期，苹果股票的出售几乎占了伯克希尔200亿美元股票销售额的全部。伯克希尔的投资者可能会对揭露Chubb的消息表示欢迎，因为近年来巴菲特一直难以找到值得购买的资产。股市交易价位居高不下，加上私募股权公司对收购的激烈竞争，造成了购买便宜股票的机会减少。这一结果导致伯克希尔持有的现金和国债金额增至3月底的创纪录的1890亿美元。巴菲特在伯克希尔最近的年会上还预测，这一数字到6月底将超过2000亿美元。（BI）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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; 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