伯克希尔“新王”表态：这四只股票“永远不变” 暗示不再减持苹果(AAPL.US)？

智通财经网03-02

伯克希尔·哈撒韦新任CEO格雷格·阿贝尔(Greg Abel)在首封股东信中，首次勾勒出后巴菲特时代的投资蓝图。他将苹果(AAPL.US)、美国运通(AXP.US)、可口可乐(KO.US)和穆迪(MCO.US)四家公司定性为公司的“核心持股”，暗示这些仓位将长期保持稳定，轻易不会减持。阿贝尔在信中表示，这四家企业是伯克希尔“充分了解、高度认可其管理层，并预期将在数十年内持续复利增长”的标的，并...

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change\" implying that they will no longer reduce their holdings of Apple (AAPL.US)?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPW":0.6,"CVX":1.86,"BRKD":0.6,"MACW.SI":0.6,"AAPY":0.6,"AXP":1.88,"BAC":1.86,"BRKW":0.6,"AAPL":1.94,"AAPX":0.6,"BRKC":0.6,"BRK.B":1.97,"MCO":1.88,"AAPU":0.6,"APLY":0.6,"BRKU":0.6,"AAPB":0.6,"AAPD":0.6},"content_text":"伯克希尔·哈撒韦新任CEO格雷格·阿贝尔(Greg  Abel)在首封股东信中，首次勾勒出后巴菲特时代的投资蓝图。他将苹果(AAPL.US)、美国运通(AXP.US)、可口可乐(KO.US)和穆迪(MCO.US)四家公司定性为公司的“核心持股”，暗示这些仓位将长期保持稳定，轻易不会减持。阿贝尔在信中表示，这四家企业是伯克希尔“充分了解、高度认可其管理层，并预期将在数十年内持续复利增长”的标的，并明确将对相关持仓“保持有限操作”。数据显示，上述四只股票合计占伯克希尔约3000亿美元股票投资组合的逾半数;若加上五家日本贸易公司约350亿美元的持仓，九只核心股票合计占整体组合的三分之二。值得关注的是，伯克希尔前五大重仓股中的美国银行(BAC.US)与雪佛龙(CVX.US)均未出现在上述核心持仓名单中。与此同时，阿贝尔在信中并未明确指定负责日常股票投资决策的具体人选，外界对伯克希尔未来投资策略的走向仍存较大不确定性。四只\"永久持股\" 成本为护城河可口可乐与美国运通均为伯克希尔持有逾40年的仓位，穆迪的持仓历史也超过20年。长期以来，这些股票被市场视为典型的“永久持股”，部分原因在于其极低的持仓成本。以可口可乐为例，伯克希尔在1980年代末的平均买入成本约为每股3美元，而该股上周五收盘价已达81.56美元，创下历史新高。苹果的持仓历史约为十年，伯克希尔的平均成本约为每股27美元，约为当前股价264美元的十分之一。值得注意的是，苹果仓位此前经历了大幅削减。巴菲特在过去数年间已将其持仓从峰值水平累计削减约80%，至2025年底持有2.27亿股。阿贝尔的最新表态意味着苹果仓位将不再进一步缩减。《巴伦周刊》分析指出，伯克希尔在减持苹果时，似乎优先卖出了成本较高的股份，以降低2024年大规模减持所产生的税务负担。美国银行与雪佛龙未入名单美国银行与雪佛龙未出现在核心持仓名单中，引发市场关注。数据显示，过去18个月内，伯克希尔已将美国银行持仓削减约一半至5.17亿股，对应市值约280亿美元;雪佛龙持仓市值则约为200亿美元。阿贝尔在信中提及，伯克希尔在“少数其他公司”持有“有意义的仓位”，这些仓位的资本配置将“更为动态”，未来有可能晋升为核心持仓。这一表述为市场留下了解读空间，但也意味着上述两只股票目前仍处于观察阶段，而非锁定状态。投资组合管理架构存疑 阿贝尔角色引发讨论阿贝尔在信中明确，投资决策的“最终责任由我作为CEO承担”，并透露巴菲特仍将每周在办公室工作五天，在资本配置(包括股票投资)方面“随时可供咨询”。然而，阿贝尔本人并无投资组合管理经验，同时还需统筹伯克希尔旗下逾50家子公司。在投资经理层面，特德·韦施勒(Ted  Weschler)自2012年起担任伯克希尔投资经理，阿贝尔表示其将继续管理约6%的投资组合，规模与此前基本持平。这一安排与伯克希尔2011年招募韦施勒时的公开表述存在明显落差。彼时伯克希尔在新闻稿中称：在巴菲特不再担任CEO之后，托德和特德可能在一位额外经理的协助下，将负责伯克希尔全部股票和债务投资组合的管理。而另一位投资经理托德·库姆斯(Todd  Combs)已于去年12月离职，转赴摩根大通出任投资职位。《巴伦周刊》指出，目前伯克希尔并无一位负责整体投资组合日常管理的专职经理。结合阿贝尔对“永久持股”的定性，部分观察人士认为，未来新增股票投资或不再是伯克希尔价值创造的主要来源，这对于一家早期依靠成功股票投资奠定基业的公司而言，意义深远。本文编选自“华尔街见闻”，智通财经编辑：蒋远华。","kind":"highlight","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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":2,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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