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2021-12-02

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How Apple’s Rally Is a Boon to Berkshire Hathaway<blockquote>苹果的反弹如何为伯克希尔哈撒韦公司带来福音</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":603570759,"tweetId":"603570759","gmtCreate":1638433933117,"gmtModify":1638433933198,"author":{"id":4101203175267600,"idStr":"4101203175267600","authorId":4101203175267600,"authorIdStr":"4101203175267600","name":"7a262f6","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Like ty</body></html>","htmlText":"<html><head></head><body>Like ty</body></html>","text":"Like ty","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/603570759","repostId":1159346813,"repostType":4,"repost":{"id":"1159346813","kind":"news","pubTimestamp":1638433630,"share":"https://www.laohunote.com/m/news/1159346813?lang=zh_CN&edition=full","pubTime":"2021-12-02 16:27","market":"us","language":"en","title":"How Apple’s Rally Is a Boon to Berkshire Hathaway<blockquote>苹果的反弹如何为伯克希尔哈撒韦公司带来福音</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1159346813","media":"Barrons","summary":"Apple‘s rising stock price is a boon to Berkshire Hathaway,whose 5% stake in the iPhone maker is now","content":"Apple‘s rising stock price is a boon to&nbsp;Berkshire Hathaway,whose 5% stake in the iPhone maker is now worth about $151 billion.<blockquote>苹果股价上涨对伯克希尔哈撒韦公司来说是一个福音， 该公司持有这家iPhone制造商5%的股份目前价值约1510亿美元。</blockquote> The recent gain in&nbsp;Apple&nbsp;shares (ticker: AAPL) is making Berkshire stock (BRK.A and BRK.B) more appealing by lifting the company’s shareholder equity, or book value.<blockquote>苹果股票（股票代码：AAPL）最近的上涨提高了伯克希尔股票（BRK.A 和 BRK.B）的股东权益或账面价值，使伯克希尔股票更具吸引力。</blockquote> Berkshire class A shares trade for around 1.25 times projected year-end book value of about $333,000 a share. This is an estimate from Edward Jones analyst James Shanahan, who has a Buy rating on Berkshire stock. Book value ended the third quarter at about $316,000 per class A share. Barron’s has been bullish on Berkshire, including making it one of our top stock picks for 2021.<blockquote>伯克希尔 A 类股票的交易价格约为预计年终账面价值（每股约 333,000 美元）的 1.25 倍。这是爱德华·琼斯分析师詹姆斯·沙纳汉的估计，他对伯克希尔股票给予买入评级。第三季度末，A 类股票的账面价值约为每股 316,000 美元。巴伦一直看好伯克希尔哈撒韦公司，包括将其作为我们 2021 年的首选股票之一。</blockquote> The current price-to-book ratio is below the average of about 1.4 times over the past year, but above the year-end 2020 ratio of 1.2 times.<blockquote>目前的市净率低于过去一年的平均水平约1.4倍，但高于2020年底的1.2倍。</blockquote> Berkshire holds roughly 908 million Apple shares (based on the company’s third-quarter 10-Q). The stake is valued at $151 billion. Apple shares gained 3.2% Tuesday, to $165.30, bucking a sharp decline in the overall market.<blockquote>伯克希尔持有约 9.08 亿股苹果股票（基于该公司第三季度 10-Q）。该股份价值 1,510 亿美元。苹果股价周二上涨 3.2%，至 165.30 美元，尽管整体市场大幅下跌。</blockquote> Apple now accounts almost half of Berkshire’s equity portfolio. which totaled $311 billion on Sept. 30. Four stocks—Apple,Coca-Cola&nbsp; (KO),&nbsp;Bank of America&nbsp;(BAC), and&nbsp;American Express&nbsp;(AXP)—make up more than 70% of its equity holdings. Berkshire is valued at around $625 billion.<blockquote>苹果目前占伯克希尔股票投资组合的近一半。截至9月30日，总额为3110亿美元。苹果、可口可乐 (KO)、美国银行 (BAC) 和美国运通 (AXP) 四只股票占其持股的 70% 以上。伯克希尔的估值约为 6250 亿美元。</blockquote> Berkshire’s cost for its Apple stock is $31 billion, or about $35 a share, with the stock largely purchased between 2016 and 2018. It’s sitting on a gain of about $120 billion, making it the biggest score of CEO Warren Buffett’s long tenure at Berkshire, dating back to 1965.<blockquote>伯克希尔购买苹果股票的成本为 310 亿美元，约合每股 35 美元，这些股票主要是在 2016 年至 2018 年期间购买的。该公司的收益约为 1200 亿美元，是首席执行官沃伦-巴菲特（Warren Buffett）自 1965 年以来在伯克希尔长期任职期间最大的一笔收益。</blockquote> The equity holdings and Berkshire’s cash of $149 billion make up nearly 75% of the company’s market value.<blockquote>伯克希尔持有的股权和伯克希尔 1490 亿美元现金占公司市值的近 75%。</blockquote> Berkshire does have about $40 billion of debt and other borrowings at what it calls its insurance and other businesses. It also has significant insurance liabilities.<blockquote>伯克希尔确实拥有约 400 亿美元的债务和其他借款，用于评级其保险和其他业务。它还负有重大的保险责任。</blockquote> Berkshire has been an aggressive buyer of its stock this year, continuing a trend from the last half of 2020.<blockquote>伯克希尔今年一直是其股票的积极买家，延续了 2020 年下半年的趋势。</blockquote> The company has bought back $20.2 billion of shares in the first nine months of 2021, including $7.6 billion in the third quarter. The buybacks continued into October. Barron’s&nbsp;has estimated&nbsp;that Berkshire purchased about $1.8 billion of stock based on the share count listed in Berkshire’s 10-Q.<blockquote>该公司在2021年前9个月回购了202亿美元的股票，其中第三季度回购了76亿美元。回购一直持续到10月份。巴伦根据伯克希尔 10-Q 中列出的股票数量，估计伯克希尔购买了约 18 亿美元的股票。</blockquote> With the recent drop in Berkshire’s stock, Buffett may continue to be an aggressive buyer of the shares. The current share price is below the average price at which the company bought back shares in the third quarter. This is shaping up as a good year for Berkshire despite minimal investment activity, with book value on pace to rise about 16%, driven by earnings growth and gains in the equity portfolio.<blockquote>随着伯克希尔股价最近的下跌，巴菲特可能会继续积极买入该股。目前的股价低于该公司第三季度回购股票的平均价格。尽管投资活动很少，但对伯克希尔来说，今年仍是丰收的一年，在盈利增长和股票投资组合收益的推动下，账面价值有望增长约 16%。</blockquote> After besting the&nbsp;S&amp;P 500&nbsp;earlier this year, Berkshire now is behind the index with a year-to-date gain of about 20%, against a 21.6% total return for the S&amp;P 500.<blockquote>在今年早些时候跑赢标普500后，伯克希尔现在落后于该指数，今年迄今为止的涨幅约为 20%，而标普500的总回报率为 21.6%。</blockquote> There is some frustration among investors with Buffett’s inactivity on investments, but the 91-year-old CEO sees few opportunities.<blockquote>投资者对巴菲特在投资上的不作为感到有些沮丧，但这位 91 岁的首席执行官认为机会很少。</blockquote>","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>How Apple’s Rally Is a Boon to Berkshire Hathaway<blockquote>苹果的反弹如何为伯克希尔哈撒韦公司带来福音</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\">\nHow Apple’s Rally Is a Boon to Berkshire Hathaway<blockquote>苹果的反弹如何为伯克希尔哈撒韦公司带来福音</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-02 16:27\n\n</h4>\n</header>\n<article>\nApple‘s rising stock price is a boon to&nbsp;Berkshire Hathaway,whose 5% stake in the iPhone maker is now worth about $151 billion.<blockquote>苹果股价上涨对伯克希尔哈撒韦公司来说是一个福音， 该公司持有这家iPhone制造商5%的股份目前价值约1510亿美元。</blockquote> The recent gain in&nbsp;Apple&nbsp;shares (ticker: AAPL) is making Berkshire stock (BRK.A and BRK.B) more appealing by lifting the company’s shareholder equity, or book value.<blockquote>苹果股票（股票代码：AAPL）最近的上涨提高了伯克希尔股票（BRK.A 和 BRK.B）的股东权益或账面价值，使伯克希尔股票更具吸引力。</blockquote> Berkshire class A shares trade for around 1.25 times projected year-end book value of about $333,000 a share. This is an estimate from Edward Jones analyst James Shanahan, who has a Buy rating on Berkshire stock. Book value ended the third quarter at about $316,000 per class A share. Barron’s has been bullish on Berkshire, including making it one of our top stock picks for 2021.<blockquote>伯克希尔 A 类股票的交易价格约为预计年终账面价值（每股约 333,000 美元）的 1.25 倍。这是爱德华·琼斯分析师詹姆斯·沙纳汉的估计，他对伯克希尔股票给予买入评级。第三季度末，A 类股票的账面价值约为每股 316,000 美元。巴伦一直看好伯克希尔哈撒韦公司，包括将其作为我们 2021 年的首选股票之一。</blockquote> The current price-to-book ratio is below the average of about 1.4 times over the past year, but above the year-end 2020 ratio of 1.2 times.<blockquote>目前的市净率低于过去一年的平均水平约1.4倍，但高于2020年底的1.2倍。</blockquote> Berkshire holds roughly 908 million Apple shares (based on the company’s third-quarter 10-Q). The stake is valued at $151 billion. Apple shares gained 3.2% Tuesday, to $165.30, bucking a sharp decline in the overall market.<blockquote>伯克希尔持有约 9.08 亿股苹果股票（基于该公司第三季度 10-Q）。该股份价值 1,510 亿美元。苹果股价周二上涨 3.2%，至 165.30 美元，尽管整体市场大幅下跌。</blockquote> Apple now accounts almost half of Berkshire’s equity portfolio. which totaled $311 billion on Sept. 30. Four stocks—Apple,Coca-Cola&nbsp; (KO),&nbsp;Bank of America&nbsp;(BAC), and&nbsp;American Express&nbsp;(AXP)—make up more than 70% of its equity holdings. Berkshire is valued at around $625 billion.<blockquote>苹果目前占伯克希尔股票投资组合的近一半。截至9月30日，总额为3110亿美元。苹果、可口可乐 (KO)、美国银行 (BAC) 和美国运通 (AXP) 四只股票占其持股的 70% 以上。伯克希尔的估值约为 6250 亿美元。</blockquote> Berkshire’s cost for its Apple stock is $31 billion, or about $35 a share, with the stock largely purchased between 2016 and 2018. It’s sitting on a gain of about $120 billion, making it the biggest score of CEO Warren Buffett’s long tenure at Berkshire, dating back to 1965.<blockquote>伯克希尔购买苹果股票的成本为 310 亿美元，约合每股 35 美元，这些股票主要是在 2016 年至 2018 年期间购买的。该公司的收益约为 1200 亿美元，是首席执行官沃伦-巴菲特（Warren Buffett）自 1965 年以来在伯克希尔长期任职期间最大的一笔收益。</blockquote> The equity holdings and Berkshire’s cash of $149 billion make up nearly 75% of the company’s market value.<blockquote>伯克希尔持有的股权和伯克希尔 1490 亿美元现金占公司市值的近 75%。</blockquote> Berkshire does have about $40 billion of debt and other borrowings at what it calls its insurance and other businesses. It also has significant insurance liabilities.<blockquote>伯克希尔确实拥有约 400 亿美元的债务和其他借款，用于评级其保险和其他业务。它还负有重大的保险责任。</blockquote> Berkshire has been an aggressive buyer of its stock this year, continuing a trend from the last half of 2020.<blockquote>伯克希尔今年一直是其股票的积极买家，延续了 2020 年下半年的趋势。</blockquote> The company has bought back $20.2 billion of shares in the first nine months of 2021, including $7.6 billion in the third quarter. The buybacks continued into October. Barron’s&nbsp;has estimated&nbsp;that Berkshire purchased about $1.8 billion of stock based on the share count listed in Berkshire’s 10-Q.<blockquote>该公司在2021年前9个月回购了202亿美元的股票，其中第三季度回购了76亿美元。回购一直持续到10月份。巴伦根据伯克希尔 10-Q 中列出的股票数量，估计伯克希尔购买了约 18 亿美元的股票。</blockquote> With the recent drop in Berkshire’s stock, Buffett may continue to be an aggressive buyer of the shares. The current share price is below the average price at which the company bought back shares in the third quarter. This is shaping up as a good year for Berkshire despite minimal investment activity, with book value on pace to rise about 16%, driven by earnings growth and gains in the equity portfolio.<blockquote>随着伯克希尔股价最近的下跌，巴菲特可能会继续积极买入该股。目前的股价低于该公司第三季度回购股票的平均价格。尽管投资活动很少，但对伯克希尔来说，今年仍是丰收的一年，在盈利增长和股票投资组合收益的推动下，账面价值有望增长约 16%。</blockquote> After besting the&nbsp;S&amp;P 500&nbsp;earlier this year, Berkshire now is behind the index with a year-to-date gain of about 20%, against a 21.6% total return for the S&amp;P 500.<blockquote>在今年早些时候跑赢标普500后，伯克希尔现在落后于该指数，今年迄今为止的涨幅约为 20%，而标普500的总回报率为 21.6%。</blockquote> There is some frustration among investors with Buffett’s inactivity on investments, but the 91-year-old CEO sees few opportunities.<blockquote>投资者对巴菲特在投资上的不作为感到有些沮丧，但这位 91 岁的首席执行官认为机会很少。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.barrons.com/articles/apple-stock-berkshire-hathaway-51638371498?mod=RTA\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BRK.B":"伯克希尔B","BRK.A":"伯克希尔","AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-stock-berkshire-hathaway-51638371498?mod=RTA","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159346813","content_text":"Apple‘s rising stock price is a boon to Berkshire Hathaway,whose 5% stake in the iPhone maker is now worth about $151 billion.\nThe recent gain in Apple shares (ticker: AAPL) is making Berkshire stock (BRK.A and BRK.B) more appealing by lifting the company’s shareholder equity, or book value.\nBerkshire class A shares trade for around 1.25 times projected year-end book value of about $333,000 a share. This is an estimate from Edward Jones analyst James Shanahan, who has a Buy rating on Berkshire stock. Book value ended the third quarter at about $316,000 per class A share. Barron’s has been bullish on Berkshire, including making it one of our top stock picks for 2021.\nThe current price-to-book ratio is below the average of about 1.4 times over the past year, but above the year-end 2020 ratio of 1.2 times.\nBerkshire holds roughly 908 million Apple shares (based on the company’s third-quarter 10-Q). The stake is valued at $151 billion. Apple shares gained 3.2% Tuesday, to $165.30, bucking a sharp decline in the overall market.\nApple now accounts almost half of Berkshire’s equity portfolio. which totaled $311 billion on Sept. 30. Four stocks—Apple,Coca-Cola  (KO), Bank of America (BAC), and American Express (AXP)—make up more than 70% of its equity holdings. Berkshire is valued at around $625 billion.\nBerkshire’s cost for its Apple stock is $31 billion, or about $35 a share, with the stock largely purchased between 2016 and 2018. It’s sitting on a gain of about $120 billion, making it the biggest score of CEO Warren Buffett’s long tenure at Berkshire, dating back to 1965.\nThe equity holdings and Berkshire’s cash of $149 billion make up nearly 75% of the company’s market value.\nBerkshire does have about $40 billion of debt and other borrowings at what it calls its insurance and other businesses. It also has significant insurance liabilities.\nBerkshire has been an aggressive buyer of its stock this year, continuing a trend from the last half of 2020.\nThe company has bought back $20.2 billion of shares in the first nine months of 2021, including $7.6 billion in the third quarter. The buybacks continued into October. Barron’s has estimated that Berkshire purchased about $1.8 billion of stock based on the share count listed in Berkshire’s 10-Q.\nWith the recent drop in Berkshire’s stock, Buffett may continue to be an aggressive buyer of the shares. The current share price is below the average price at which the company bought back shares in the third quarter. This is shaping up as a good year for Berkshire despite minimal investment activity, with book value on pace to rise about 16%, driven by earnings growth and gains in the equity portfolio.\nAfter besting the S&P 500 earlier this year, Berkshire now is behind the index with a year-to-date gain of about 20%, against a 21.6% total return for the S&P 500.\nThere is some frustration among investors with Buffett’s inactivity on investments, but the 91-year-old CEO sees few opportunities.","news_type":1,"symbols_score_info":{"AAPL":0.9,"BRK.B":0.9,"BRK.A":0.9}},"isVote":1,"tweetType":1,"viewCount":1029,"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":6,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/603570759"}