McWes
2021-07-09
Always believe Warren buffett!
Are Warren Buffett's Car Stocks Still Cruising?<blockquote>沃伦·巴菲特的汽车股还在上涨吗？</blockquote>
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":143710088,"tweetId":"143710088","gmtCreate":1625817332244,"gmtModify":1631893777830,"author":{"id":3575537958076350,"idStr":"3575537958076350","authorId":3575537958076350,"authorIdStr":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body><p>Always believe Warren buffett!</p></body></html>","htmlText":"<html><head></head><body><p>Always believe Warren buffett!</p></body></html>","text":"Always believe Warren buffett!","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/143710088","repostId":1167686185,"repostType":4,"repost":{"id":"1167686185","kind":"news","pubTimestamp":1625816820,"share":"https://www.laohu8.com/m/news/1167686185?lang=zh_CN&edition=full","pubTime":"2021-07-09 15:47","market":"hk","language":"en","title":"Are Warren Buffett's Car Stocks Still Cruising?<blockquote>沃伦·巴菲特的汽车股还在上涨吗？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1167686185","media":"24/7 wall street","summary":"In 2008, Berkshire Hathaway Inc. (NYSE: BRK-B) subsidiary MidAmerican Energy invested $232 million i","content":"<p>In 2008, <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a> Inc. (NYSE: BRK-B) subsidiary MidAmerican Energy invested $232 million in Chinese automaker <a href=\"https://laohu8.com/S/01211\">BYD</a> Co. Ltd. (BYDDF) in exchange for a 10% stake in the maker of both internal combustion engine (ICE) and electric vehicles (EVs). As of last week, Berkshire holds an 8.2% stake in the company, valued at roughly $6.75 billion based on Berkshire’s holdings as of March 31.</p><p><blockquote>2008年，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔哈撒韦公司</a>Inc.（纽约证券交易所股票代码：BRK-B）子公司中美能源向中国汽车制造商投资2.32亿美元<a href=\"https://laohu8.com/S/01211\">比亚迪</a>有限公司 (BYDDF) 以换取内燃机 (ICE) 和电动汽车 (EV) 制造商 10% 的股份。截至上周，伯克希尔持有该公司 8.2% 的股份，根据伯克希尔截至 3 月 31 日的持股情况，估值约为 67.5 亿美元。</blockquote></p><p> In 2010, Berkshire and Warren Buffett paid $222 million for a new position totaling 10 million shares of <a href=\"https://laohu8.com/S/GM\">General Motors</a> Co. (NYSE: GM). By July of last year, Buffett had amassed 80 million shares of GM stock. Since then, Buffett has pared his holdings in GM to 67 million shares. Even so, at the end of the second quarter, Buffett’s holdings in GM were valued at around $3.96 billion.</p><p><blockquote>2010 年，伯克希尔和沃伦·巴菲特斥资 2.22 亿美元购买了总计 1000 万股的新头寸<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司（纽约证券交易所股票代码：GM）。到去年7月，巴菲特已经积累了8000万股通用汽车股票。此后，巴菲特将通用汽车的持股量削减至6700万股。即便如此，在第二季度末，巴菲特持有的通用汽车价值约为 39.6 亿美元。</blockquote></p><p> We will not find out until next month whether Buffett has bought or sold some of his stake in BYD or GM, but the odds are that both won’t change. Comparing the performance of the two investments since Buffett’s first purchase of GM stock, BYD’s share price has soared by more than 1,300% while GM’s has jumped by about 278%.</p><p><blockquote>我们要到下个月才能知道巴菲特是买卖了比亚迪还是通用汽车的部分股份，但这两者很可能都不会改变。对比巴菲特首次购买通用汽车股票以来这两项投资的表现，比亚迪的股价飙升了 1300% 以上，而通用汽车的股价则飙升了约 278%。</blockquote></p><p> When BYD reported June sales earlier this week, the company said it sold nearly 50,000 vehicles last month, of which about 80% were EVs. Including ICE vehicles, sales were up 52.5% year over year and 10.2% month over month. The 40,116 EVs — or as <a href=\"https://laohu8.com/S/CAAS\">China</a> designates them, new energy vehicles (NEV) — represented a year-over-year increase of 207.1% and a jump of 26.6% month over month. ICE vehicle sales were down 50.7% year over year and down 28.5% month over month.</p><p><blockquote>比亚迪本周早些时候公布 6 月销量时，该公司表示上个月售出了近 5 万辆汽车，其中约 80% 是电动汽车。包括内燃机在内，销量同比增长52.5%，环比增长10.2%。40,116 辆电动汽车 — 或作为<a href=\"https://laohu8.com/S/CAAS\">中国</a>新能源汽车（NEV）——同比增长207.1%，环比增长26.6%。内燃机汽车销量同比下降50.7%，环比下降28.5%。</blockquote></p><p> According to a report at CnEVPost, some analysts believe that BYD is going to dump its ICE production and build NEVs exclusively. BYD recently began selling vehicles based on a new plug-in hybrid (PHEV) platform that delivers approximately 62 miles per gallon. The new PHEV system has driven some 100,000 new orders, two-thirds more than in June of last year.</p><p><blockquote>据CnEVPost报道，一些分析师认为比亚迪将放弃内燃机生产，专门生产新能源汽车。比亚迪最近开始销售基于新型插电式混合动力 (PHEV) 平台的汽车，该平台每加仑可行驶约 62 英里。新的插电式混合动力汽车系统已带动约10万份新订单，比去年6月增加了三分之二。</blockquote></p><p> Will Buffett add more to his stake in BYD? It is the portfolio’s only investment that is based in China. Buffett may believe that Berkshire’s exposure to China through its holdings in <a href=\"https://laohu8.com/S/AAPL\">Apple</a> could be enough for now.</p><p><blockquote>巴菲特会增持比亚迪股份吗？这是该投资组合唯一以中国为基地的投资。巴菲特可能认为，伯克希尔通过其持有的股份对中国的敞口<a href=\"https://laohu8.com/S/AAPL\">苹果</a>现在可能就够了。</blockquote></p><p> As for GM, Buffett has reduced his holdings in each of the past two quarters. A reasonable guess is that he will stand pat or boost his holdings by a smaller amount than the 7.6% cut he made during the March quarter. June quarter sales came in below estimates, due in part to supply chain constraints.</p><p><blockquote>至于通用汽车，巴菲特在过去两个季度中每个季度都进行了减持。一个合理的猜测是，他将按兵不动，或者增持幅度小于 3 月份季度减持 7.6%。六月季度销售额低于预期，部分原因是供应链限制。</blockquote></p><p></p>","source":"lsy1620372341666","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Are Warren Buffett's Car Stocks Still Cruising?<blockquote>沃伦·巴菲特的汽车股还在上涨吗？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAre Warren Buffett's Car Stocks Still Cruising?<blockquote>沃伦·巴菲特的汽车股还在上涨吗？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">24/7 wall street</strong><span class=\"h-time small\">2021-07-09 15:47</span>\n</p>\n</h4>\n</header>\n<article>\n<p>In 2008, <a href=\"https://laohu8.com/S/BRK.A\">Berkshire Hathaway</a> Inc. (NYSE: BRK-B) subsidiary MidAmerican Energy invested $232 million in Chinese automaker <a href=\"https://laohu8.com/S/01211\">BYD</a> Co. Ltd. (BYDDF) in exchange for a 10% stake in the maker of both internal combustion engine (ICE) and electric vehicles (EVs). As of last week, Berkshire holds an 8.2% stake in the company, valued at roughly $6.75 billion based on Berkshire’s holdings as of March 31.</p><p><blockquote>2008年，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔哈撒韦公司</a>Inc.（纽约证券交易所股票代码：BRK-B）子公司中美能源向中国汽车制造商投资2.32亿美元<a href=\"https://laohu8.com/S/01211\">比亚迪</a>有限公司 (BYDDF) 以换取内燃机 (ICE) 和电动汽车 (EV) 制造商 10% 的股份。截至上周，伯克希尔持有该公司 8.2% 的股份，根据伯克希尔截至 3 月 31 日的持股情况，估值约为 67.5 亿美元。</blockquote></p><p> In 2010, Berkshire and Warren Buffett paid $222 million for a new position totaling 10 million shares of <a href=\"https://laohu8.com/S/GM\">General Motors</a> Co. (NYSE: GM). By July of last year, Buffett had amassed 80 million shares of GM stock. Since then, Buffett has pared his holdings in GM to 67 million shares. Even so, at the end of the second quarter, Buffett’s holdings in GM were valued at around $3.96 billion.</p><p><blockquote>2010 年，伯克希尔和沃伦·巴菲特斥资 2.22 亿美元购买了总计 1000 万股的新头寸<a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司（纽约证券交易所股票代码：GM）。到去年7月，巴菲特已经积累了8000万股通用汽车股票。此后，巴菲特将通用汽车的持股量削减至6700万股。即便如此，在第二季度末，巴菲特持有的通用汽车价值约为 39.6 亿美元。</blockquote></p><p> We will not find out until next month whether Buffett has bought or sold some of his stake in BYD or GM, but the odds are that both won’t change. Comparing the performance of the two investments since Buffett’s first purchase of GM stock, BYD’s share price has soared by more than 1,300% while GM’s has jumped by about 278%.</p><p><blockquote>我们要到下个月才能知道巴菲特是买卖了比亚迪还是通用汽车的部分股份，但这两者很可能都不会改变。对比巴菲特首次购买通用汽车股票以来这两项投资的表现，比亚迪的股价飙升了 1300% 以上，而通用汽车的股价则飙升了约 278%。</blockquote></p><p> When BYD reported June sales earlier this week, the company said it sold nearly 50,000 vehicles last month, of which about 80% were EVs. Including ICE vehicles, sales were up 52.5% year over year and 10.2% month over month. The 40,116 EVs — or as <a href=\"https://laohu8.com/S/CAAS\">China</a> designates them, new energy vehicles (NEV) — represented a year-over-year increase of 207.1% and a jump of 26.6% month over month. ICE vehicle sales were down 50.7% year over year and down 28.5% month over month.</p><p><blockquote>比亚迪本周早些时候公布 6 月销量时，该公司表示上个月售出了近 5 万辆汽车，其中约 80% 是电动汽车。包括内燃机在内，销量同比增长52.5%，环比增长10.2%。40,116 辆电动汽车 — 或作为<a href=\"https://laohu8.com/S/CAAS\">中国</a>新能源汽车（NEV）——同比增长207.1%，环比增长26.6%。内燃机汽车销量同比下降50.7%，环比下降28.5%。</blockquote></p><p> According to a report at CnEVPost, some analysts believe that BYD is going to dump its ICE production and build NEVs exclusively. BYD recently began selling vehicles based on a new plug-in hybrid (PHEV) platform that delivers approximately 62 miles per gallon. The new PHEV system has driven some 100,000 new orders, two-thirds more than in June of last year.</p><p><blockquote>据CnEVPost报道，一些分析师认为比亚迪将放弃内燃机生产，专门生产新能源汽车。比亚迪最近开始销售基于新型插电式混合动力 (PHEV) 平台的汽车，该平台每加仑可行驶约 62 英里。新的插电式混合动力汽车系统已带动约10万份新订单，比去年6月增加了三分之二。</blockquote></p><p> Will Buffett add more to his stake in BYD? It is the portfolio’s only investment that is based in China. Buffett may believe that Berkshire’s exposure to China through its holdings in <a href=\"https://laohu8.com/S/AAPL\">Apple</a> could be enough for now.</p><p><blockquote>巴菲特会增持比亚迪股份吗？这是该投资组合唯一以中国为基地的投资。巴菲特可能认为，伯克希尔通过其持有的股份对中国的敞口<a href=\"https://laohu8.com/S/AAPL\">苹果</a>现在可能就够了。</blockquote></p><p> As for GM, Buffett has reduced his holdings in each of the past two quarters. A reasonable guess is that he will stand pat or boost his holdings by a smaller amount than the 7.6% cut he made during the March quarter. June quarter sales came in below estimates, due in part to supply chain constraints.</p><p><blockquote>至于通用汽车，巴菲特在过去两个季度中每个季度都进行了减持。一个合理的猜测是，他将按兵不动，或者增持幅度小于 3 月份季度减持 7.6%。六月季度销售额低于预期，部分原因是供应链限制。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://247wallst.com/autos/2021/07/07/are-warren-buffetts-car-stocks-still-cruising/\">24/7 wall street</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.A":"伯克希尔","00699":"均胜电子","BRK.B":"伯克希尔B"},"source_url":"https://247wallst.com/autos/2021/07/07/are-warren-buffetts-car-stocks-still-cruising/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167686185","content_text":"In 2008, Berkshire Hathaway Inc. (NYSE: BRK-B) subsidiary MidAmerican Energy invested $232 million in Chinese automaker BYD Co. Ltd. (BYDDF) in exchange for a 10% stake in the maker of both internal combustion engine (ICE) and electric vehicles (EVs). As of last week, Berkshire holds an 8.2% stake in the company, valued at roughly $6.75 billion based on Berkshire’s holdings as of March 31.\nIn 2010, Berkshire and Warren Buffett paid $222 million for a new position totaling 10 million shares of General Motors Co. (NYSE: GM). By July of last year, Buffett had amassed 80 million shares of GM stock. Since then, Buffett has pared his holdings in GM to 67 million shares. Even so, at the end of the second quarter, Buffett’s holdings in GM were valued at around $3.96 billion.\nWe will not find out until next month whether Buffett has bought or sold some of his stake in BYD or GM, but the odds are that both won’t change. Comparing the performance of the two investments since Buffett’s first purchase of GM stock, BYD’s share price has soared by more than 1,300% while GM’s has jumped by about 278%.\nWhen BYD reported June sales earlier this week, the company said it sold nearly 50,000 vehicles last month, of which about 80% were EVs. Including ICE vehicles, sales were up 52.5% year over year and 10.2% month over month. The 40,116 EVs — or as China designates them, new energy vehicles (NEV) — represented a year-over-year increase of 207.1% and a jump of 26.6% month over month. ICE vehicle sales were down 50.7% year over year and down 28.5% month over month.\nAccording to a report at CnEVPost, some analysts believe that BYD is going to dump its ICE production and build NEVs exclusively. BYD recently began selling vehicles based on a new plug-in hybrid (PHEV) platform that delivers approximately 62 miles per gallon. The new PHEV system has driven some 100,000 new orders, two-thirds more than in June of last year.\nWill Buffett add more to his stake in BYD? It is the portfolio’s only investment that is based in China. Buffett may believe that Berkshire’s exposure to China through its holdings in Apple could be enough for now.\nAs for GM, Buffett has reduced his holdings in each of the past two quarters. A reasonable guess is that he will stand pat or boost his holdings by a smaller amount than the 7.6% cut he made during the March quarter. June quarter sales came in below estimates, due in part to supply chain constraints.","news_type":1,"symbols_score_info":{"BRK.B":0.9,"BRK.A":0.9,"00699":0.9}},"isVote":1,"tweetType":1,"viewCount":654,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/143710088"}
精彩评论