“加拿大巴菲特”暴力抄底安德玛(UAA.US) 超16% 股权，释放何种信号?

智通财经2025-12-31

智通财经APP获悉，安德玛(UAA.US)股价在十个交易日内第九次实现收盘上涨，这一强势表现主要得益于费尔法克斯金融控股公司(Fairfax Financial Holdings)的进一步增持行动。据美国证券交易委员会(SEC)披露的最新文件显示，截至最新申报日，费尔法克斯及其关联方已累计持有安德玛逾3,000万股，占其流通股比例的16.1%。这一持股规模较12月18日披露的9%持股比例大幅提升。...

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Holdings)的进一步增持行动。据美国证券交易委员会(SEC)披露的最新文件显示，截至最新申报日，费尔法克斯及其关联方已累计持有安德玛逾3,000万股，占其流通股比例的16.1%。这一持股规模较12月18日披露的9%持股比例大幅提升。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1387495.html\">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":"LU1914381329.SGD","symbol_name":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1387495.html","article_id":"2595742323","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2595742323","pubTimestamp":1767148251,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，安德玛股价在十个交易日内第九次实现收盘上涨，这一强势表现主要得益于费尔法克斯金融控股公司的进一步增持行动。这一持股规模较12月18日披露的9%持股比例大幅提升。尽管费尔法克斯金融控股公司对安德玛的持股比例大幅飙升至16.1%，但市场普遍认为其不会发起代理权之争或推动管理层改组——这源于该机构以长线价值投资著称的市场声誉。截至周二收盘，安德玛股价收涨7.53%，报5.14美元;年初至今，安德玛股价已跌去近 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Watsa)始终奉行保守的价值投资哲学，擅长挖掘被市场低估的资产，因精准的投资眼光与稳健的操作风格，被业界誉为\"加拿大巴菲特\"。值得一提的是，该公司最新公布的第二财季业绩超出市场预期：销售额同比下滑5%，每股亏损0.04美元。展望2026财年，公司预计收入将下降4%–5%，较此前指引(6%–7%)有所收窄;每股盈利则预计达到0.03–0.05美元，显著高于此前0.01–0.02美元的预期区间。2026财年业绩指引的上调，生动体现了公司\"品牌高端化\"战略的核心导向——通过聚焦前10大核心单品实现资源高效配置，强化直营(DTC)渠道以深化品牌直接触达能力，并系统性降低对传统\"高折扣促销\"模式的依赖。截至周二收盘，安德玛股价收涨7.53%，报5.14美元;年初至今，安德玛股价已跌去近 40%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"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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