我不轻易出手
2021-11-29
没底线的机构，竟然拿养老金乱玩，完全不顾老虎各个资深股友的分析
Giant U.S. Pension Bought AMC, Snowflake, and Tilray. It sold Berkshire Hathaway.<blockquote>美国养老金巨头收购了 AMC、Snowflake 和 Tilray。它出售了伯克希尔哈撒韦公司。</blockquote>
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It sold Berkshire Hathaway.<blockquote>美国养老金巨头收购了 AMC、Snowflake 和 Tilray。它出售了伯克希尔哈撒韦公司。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1166515507","media":"Barrons","summary":"The second-largest public pension by assets in the U.S. increased its stake in one of the year’s mos","content":"<p>The second-largest public pension by assets in the U.S. increased its stake in one of the year’s most-volatile stocks, initiated a position in a marijuana grower, and trimmed its exposure to Warren Buffett.</p><p><blockquote>按资产计算，这家美国第二大公共养老金公司增持了今年波动最大的股票之一的股份，开始持有一家大麻种植者的头寸，并削减了对沃伦-巴菲特的投资。</blockquote></p><p> The California State Teachers’ Retirement System bought more shares of movie-theater chain AMC Entertainment Holdings (ticker: AMC) and analytics-software firm Snowflake (SNOW), acquired shares of the cannabis producer Tilray (TLRY), and reduced its holdings in Berkshire Hathaway (BRKb), Buffett’s investment juggernaut. Calstrs, as the pension is known, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.</p><p><blockquote>加州教师退休系统购买了电影院连锁店AMC院线控股公司（股票代码：AMC）和分析软件公司雪花公司（SNOW）的更多股份，收购了大麻生产商 Tilray 公司（TLRY）的股份，并减持了巴菲特投资巨头伯克希尔-哈撒韦公司（BRKb）的股份。Calstrs（该养老金被称为 Calstrs）在向美国证券交易委员会提交的表格中披露了股票交易等信息。</blockquote></p><p> Calstrs said it doesn’t comment on its holdings or on individual investment managers. The pension managed $321.9 billion in assets as of Oct. 31.</p><p><blockquote>Calstrs 表示，它不对其持有的股份或个别投资经理发表评论。截至 10 月 31 日，养老金管理着 3,219 亿美元的资产。</blockquote></p><p> Calstrs bought 133,512 more shares of AMC to end the third quarter with 689,917 shares. AMC’s stock price rocketed nearly 19-fold in the first nine months of the year, and so far in the fourth quarter shares are down 1%. For comparison, the S&P 500 index rose 15% in the first nine months, and has gained 6.7% so far in the fourth quarter.</p><p><blockquote>Calstrs 在第三季度末又购买了 133,512 股 AMC 股票，持有 689,917 股。AMC 的股价在今年前九个月飙升了近 19 倍，第四季度迄今为止股价下跌了 1%。相比之下，标普500指数前九个月上涨了15%，第四季度迄今已上涨6.7%。</blockquote></p><p> AMC stock caught fire during the meme-stock frenzy early in the year, when small investors communicating via social media bought shares of beaten-down companies in hopes of triggering gains that would force people who had bet against those stocks to buy in order to close their bets. The trend led to a surge in volatility that prompted the Federal Reserve to warn this month that meme-stock related market swings could be a risk to the financial system. AMC’s third-quarter results were better than expected, and the chain is now accepting cryptocurrencies for online payments.</p><p><blockquote>AMC 股票在今年年初的模因股票狂潮中起火，当时小投资者通过社交媒体购买了遭受重创的公司的股票，希望引发上涨，迫使做空这些股票的人买入以平仓。这一趋势导致波动性激增，促使美联储本月警告称，与模因股票相关的市场波动可能对金融体系构成风险。AMC 第三季度业绩好于预期，该连锁店现已接受加密货币进行在线支付。</blockquote></p><p> The pension bought 347,900 Tilray shares in the third quarter; at the end of the second, it hadn’t owned any. Tilray stock rose 37% in the first nine months of the year, and so far in the fourth quarter shares are down 6.4%.</p><p><blockquote>养老金在第三季度购买了 347,900 股 Tilray 股票；下半场结束时，它还没有任何进球。Tilray 股价今年前 9 个月上涨了 37%，第四季度迄今为止股价下跌了 6.4%。</blockquote></p><p> In early October, Tilray reported a wider-than-expected loss for the fiscal first quarter. Recent legislative proposals, including one that would decriminalize pot at the federal level have lifted Tilray and its peers. The legal-pot sector, however, saw layoffs during the Covid-19 pandemic.</p><p><blockquote>10 月初，Tilray 报告第一财季亏损超出预期。最近的立法提案，包括一项在联邦层面将大麻合法化的提案，提升了Tilray及其同行的地位。然而，合法大麻行业在 Covid-19 大流行期间出现了裁员。</blockquote></p><p> Snowflake stock rose 7.5% in the first nine months of the year, and so far in the fourth quarter shares have gained 20%. The gain could have been bigger, but Snowflake and other cloud-software peers slipped after President Joe Biden nominated Federal Reserve Board Chair Jerome Powell to another four-year term. Interest rates rose in the wake of the nomination, tempering enthusiasm for richly valued, high-growth stocks.</p><p><blockquote>Snowflake 股票今年前 9 个月上涨了 7.5%，第四季度迄今为止股价已上涨 20%。涨幅本可以更大，但在乔·拜登总统提名美联储主席杰罗姆·鲍威尔连任四年后，雪花和其他云软件同行的股价下滑。提名后利率上升，抑制了人们对高价值、高增长股票的热情。</blockquote></p><p> The company reported a mixed second quarter in August, and Snowflake will report its third quarter after the market close on Dec. 1.</p><p><blockquote>该公司8月份公布的第二季度业绩好坏参半，Snowflake将在12月1日收盘后公布第三季度业绩。</blockquote></p><p> Calstrs bought 119,934 additional Snowflake shares to end the third quarter with 328,801 shares.</p><p><blockquote>Calstrs 在第三季度末额外购买了 119,934 股 Snowflake 股票，持有 328,801 股。</blockquote></p><p> The pension sold 511,630 class B shares of Berkshire Hathaway to end the third quarter with 2.9 million shares of Buffett’s firm. Shares rose 18% in the first nine months of the year, and so far in the fourth quarter they have gained 3.7%.</p><p><blockquote>该养老金在第三季度末出售了 511,630 股伯克希尔-哈撒韦公司 B 类股票，持有巴菲特公司的 290 万股股票。今年前九个月股价上涨了 18%，第四季度迄今为止上涨了 3.7%。</blockquote></p><p> Berkshire Hathaway disclosed that it had a record $149 billion in cash at the end of September. Buffett and John Malone—two billionaires skilled in tax-efficient transactions—recently did a stock swap. During the third quarter, Berkshire Hathaway itself sold Big Pharma stock.</p><p><blockquote>伯克希尔哈撒韦公司披露，截至9月底，该公司拥有创纪录的1490亿美元现金。巴菲特和约翰·马龙——两位擅长节税交易的亿万富翁——最近进行了股票互换。第三季度，伯克希尔哈撒韦公司本身出售了大型制药股票。</blockquote></p><p></p>","source":"lsy1601382232898","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>Giant U.S. Pension Bought AMC, Snowflake, and Tilray. It sold Berkshire Hathaway.<blockquote>美国养老金巨头收购了 AMC、Snowflake 和 Tilray。它出售了伯克希尔哈撒韦公司。</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\">\nGiant U.S. Pension Bought AMC, Snowflake, and Tilray. It sold Berkshire Hathaway.<blockquote>美国养老金巨头收购了 AMC、Snowflake 和 Tilray。它出售了伯克希尔哈撒韦公司。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-11-29 20:52</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The second-largest public pension by assets in the U.S. increased its stake in one of the year’s most-volatile stocks, initiated a position in a marijuana grower, and trimmed its exposure to Warren Buffett.</p><p><blockquote>按资产计算，这家美国第二大公共养老金公司增持了今年波动最大的股票之一的股份，开始持有一家大麻种植者的头寸，并削减了对沃伦-巴菲特的投资。</blockquote></p><p> The California State Teachers’ Retirement System bought more shares of movie-theater chain AMC Entertainment Holdings (ticker: AMC) and analytics-software firm Snowflake (SNOW), acquired shares of the cannabis producer Tilray (TLRY), and reduced its holdings in Berkshire Hathaway (BRKb), Buffett’s investment juggernaut. Calstrs, as the pension is known, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.</p><p><blockquote>加州教师退休系统购买了电影院连锁店AMC院线控股公司（股票代码：AMC）和分析软件公司雪花公司（SNOW）的更多股份，收购了大麻生产商 Tilray 公司（TLRY）的股份，并减持了巴菲特投资巨头伯克希尔-哈撒韦公司（BRKb）的股份。Calstrs（该养老金被称为 Calstrs）在向美国证券交易委员会提交的表格中披露了股票交易等信息。</blockquote></p><p> Calstrs said it doesn’t comment on its holdings or on individual investment managers. The pension managed $321.9 billion in assets as of Oct. 31.</p><p><blockquote>Calstrs 表示，它不对其持有的股份或个别投资经理发表评论。截至 10 月 31 日，养老金管理着 3,219 亿美元的资产。</blockquote></p><p> Calstrs bought 133,512 more shares of AMC to end the third quarter with 689,917 shares. AMC’s stock price rocketed nearly 19-fold in the first nine months of the year, and so far in the fourth quarter shares are down 1%. For comparison, the S&P 500 index rose 15% in the first nine months, and has gained 6.7% so far in the fourth quarter.</p><p><blockquote>Calstrs 在第三季度末又购买了 133,512 股 AMC 股票，持有 689,917 股。AMC 的股价在今年前九个月飙升了近 19 倍，第四季度迄今为止股价下跌了 1%。相比之下，标普500指数前九个月上涨了15%，第四季度迄今已上涨6.7%。</blockquote></p><p> AMC stock caught fire during the meme-stock frenzy early in the year, when small investors communicating via social media bought shares of beaten-down companies in hopes of triggering gains that would force people who had bet against those stocks to buy in order to close their bets. The trend led to a surge in volatility that prompted the Federal Reserve to warn this month that meme-stock related market swings could be a risk to the financial system. AMC’s third-quarter results were better than expected, and the chain is now accepting cryptocurrencies for online payments.</p><p><blockquote>AMC 股票在今年年初的模因股票狂潮中起火，当时小投资者通过社交媒体购买了遭受重创的公司的股票，希望引发上涨，迫使做空这些股票的人买入以平仓。这一趋势导致波动性激增，促使美联储本月警告称，与模因股票相关的市场波动可能对金融体系构成风险。AMC 第三季度业绩好于预期，该连锁店现已接受加密货币进行在线支付。</blockquote></p><p> The pension bought 347,900 Tilray shares in the third quarter; at the end of the second, it hadn’t owned any. Tilray stock rose 37% in the first nine months of the year, and so far in the fourth quarter shares are down 6.4%.</p><p><blockquote>养老金在第三季度购买了 347,900 股 Tilray 股票；下半场结束时，它还没有任何进球。Tilray 股价今年前 9 个月上涨了 37%，第四季度迄今为止股价下跌了 6.4%。</blockquote></p><p> In early October, Tilray reported a wider-than-expected loss for the fiscal first quarter. Recent legislative proposals, including one that would decriminalize pot at the federal level have lifted Tilray and its peers. The legal-pot sector, however, saw layoffs during the Covid-19 pandemic.</p><p><blockquote>10 月初，Tilray 报告第一财季亏损超出预期。最近的立法提案，包括一项在联邦层面将大麻合法化的提案，提升了Tilray及其同行的地位。然而，合法大麻行业在 Covid-19 大流行期间出现了裁员。</blockquote></p><p> Snowflake stock rose 7.5% in the first nine months of the year, and so far in the fourth quarter shares have gained 20%. The gain could have been bigger, but Snowflake and other cloud-software peers slipped after President Joe Biden nominated Federal Reserve Board Chair Jerome Powell to another four-year term. Interest rates rose in the wake of the nomination, tempering enthusiasm for richly valued, high-growth stocks.</p><p><blockquote>Snowflake 股票今年前 9 个月上涨了 7.5%，第四季度迄今为止股价已上涨 20%。涨幅本可以更大，但在乔·拜登总统提名美联储主席杰罗姆·鲍威尔连任四年后，雪花和其他云软件同行的股价下滑。提名后利率上升，抑制了人们对高价值、高增长股票的热情。</blockquote></p><p> The company reported a mixed second quarter in August, and Snowflake will report its third quarter after the market close on Dec. 1.</p><p><blockquote>该公司8月份公布的第二季度业绩好坏参半，Snowflake将在12月1日收盘后公布第三季度业绩。</blockquote></p><p> Calstrs bought 119,934 additional Snowflake shares to end the third quarter with 328,801 shares.</p><p><blockquote>Calstrs 在第三季度末额外购买了 119,934 股 Snowflake 股票，持有 328,801 股。</blockquote></p><p> The pension sold 511,630 class B shares of Berkshire Hathaway to end the third quarter with 2.9 million shares of Buffett’s firm. Shares rose 18% in the first nine months of the year, and so far in the fourth quarter they have gained 3.7%.</p><p><blockquote>该养老金在第三季度末出售了 511,630 股伯克希尔-哈撒韦公司 B 类股票，持有巴菲特公司的 290 万股股票。今年前九个月股价上涨了 18%，第四季度迄今为止上涨了 3.7%。</blockquote></p><p> Berkshire Hathaway disclosed that it had a record $149 billion in cash at the end of September. Buffett and John Malone—two billionaires skilled in tax-efficient transactions—recently did a stock swap. During the third quarter, Berkshire Hathaway itself sold Big Pharma stock.</p><p><blockquote>伯克希尔哈撒韦公司披露，截至9月底，该公司拥有创纪录的1490亿美元现金。巴菲特和约翰·马龙——两位擅长节税交易的亿万富翁——最近进行了股票互换。第三季度，伯克希尔哈撒韦公司本身出售了大型制药股票。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/amc-stock-snowflake-tilray-berkshire-hathaway-51637699576?mod=hp_LATEST\">Barrons</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","SNOW":"Snowflake","AMC":"AMC院线","TLRY":"Tilray Inc.","BRK.B":"伯克希尔B"},"source_url":"https://www.barrons.com/articles/amc-stock-snowflake-tilray-berkshire-hathaway-51637699576?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166515507","content_text":"The second-largest public pension by assets in the U.S. increased its stake in one of the year’s most-volatile stocks, initiated a position in a marijuana grower, and trimmed its exposure to Warren Buffett.\nThe California State Teachers’ Retirement System bought more shares of movie-theater chain AMC Entertainment Holdings (ticker: AMC) and analytics-software firm Snowflake (SNOW), acquired shares of the cannabis producer Tilray (TLRY), and reduced its holdings in Berkshire Hathaway (BRKb), Buffett’s investment juggernaut. Calstrs, as the pension is known, disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.\nCalstrs said it doesn’t comment on its holdings or on individual investment managers. The pension managed $321.9 billion in assets as of Oct. 31.\nCalstrs bought 133,512 more shares of AMC to end the third quarter with 689,917 shares. AMC’s stock price rocketed nearly 19-fold in the first nine months of the year, and so far in the fourth quarter shares are down 1%. For comparison, the S&P 500 index rose 15% in the first nine months, and has gained 6.7% so far in the fourth quarter.\nAMC stock caught fire during the meme-stock frenzy early in the year, when small investors communicating via social media bought shares of beaten-down companies in hopes of triggering gains that would force people who had bet against those stocks to buy in order to close their bets. The trend led to a surge in volatility that prompted the Federal Reserve to warn this month that meme-stock related market swings could be a risk to the financial system. AMC’s third-quarter results were better than expected, and the chain is now accepting cryptocurrencies for online payments.\nThe pension bought 347,900 Tilray shares in the third quarter; at the end of the second, it hadn’t owned any. Tilray stock rose 37% in the first nine months of the year, and so far in the fourth quarter shares are down 6.4%.\nIn early October, Tilray reported a wider-than-expected loss for the fiscal first quarter. Recent legislative proposals, including one that would decriminalize pot at the federal level have lifted Tilray and its peers. The legal-pot sector, however, saw layoffs during the Covid-19 pandemic.\nSnowflake stock rose 7.5% in the first nine months of the year, and so far in the fourth quarter shares have gained 20%. The gain could have been bigger, but Snowflake and other cloud-software peers slipped after President Joe Biden nominated Federal Reserve Board Chair Jerome Powell to another four-year term. Interest rates rose in the wake of the nomination, tempering enthusiasm for richly valued, high-growth stocks.\nThe company reported a mixed second quarter in August, and Snowflake will report its third quarter after the market close on Dec. 1.\nCalstrs bought 119,934 additional Snowflake shares to end the third quarter with 328,801 shares.\nThe pension sold 511,630 class B shares of Berkshire Hathaway to end the third quarter with 2.9 million shares of Buffett’s firm. Shares rose 18% in the first nine months of the year, and so far in the fourth quarter they have gained 3.7%.\nBerkshire Hathaway disclosed that it had a record $149 billion in cash at the end of September. Buffett and John Malone—two billionaires skilled in tax-efficient transactions—recently did a stock swap. During the third quarter, Berkshire Hathaway itself sold Big Pharma stock.","news_type":1,"symbols_score_info":{"BRK.A":0.9,"TLRY":0.9,"SNOW":0.9,"BRK.B":0.9,"AMC":0.9}},"isVote":1,"tweetType":1,"viewCount":5515,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":60,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/600422753"}
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