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不如回家种田

不如回家种田

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不如回家种田

2021-05-18

他从来不是喜欢金融股，是喜欢现金奶牛，大量持有后再指导上市公司怎么去花钱

抱歉，原内容已删除

不如回家种田

2021-05-18

不知道大家怎么看$Quantumscape Corp.(QS)$这支票。

不如回家种田

2020-12-10

topN做好了，what's next？thinking

不如回家种田

2020-12-01

这个编辑器真的花了时间做啊，看来短时间难以做到同样水平

不如回家种田

2020-11-23

图片高度测试

不如回家种田

2020-11-04

性能测试，看发帖的性能如何

不如回家种田

2020-11-04

什么时候公布蚂蚁的处理结果呢？

不如回家种田

2020-10-23

这是为什么

不如回家种田

2020-10-20

@昵称sjsnndbtest

不如回家种田

2020-10-19

哇

@不如回家种田:和行兵布阵

不如回家种田

2020-10-16

和行兵布阵

不如回家种田

2020-09-01

你的嫩小女子你们

去老虎APP查看更多动态

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14:51","market":"us","language":"zh","title":"抛售金融拥抱科技，巴菲特的价值投资变了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1103478835","media":"Wind万得","summary":"“股神”沃伦·巴菲特（Warren Buffett）的公司在第一季度进一步削减了在金融公司的持股，并将对雪佛龙（Chevron）的新投资减半。\n伯克希尔·哈撒韦公司（Berkshire Hathawa","content":"<p>“股神”沃伦·巴菲特（Warren Buffett）的公司在第一季度进一步削减了在金融公司的持股，并将对<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>（Chevron）的新投资减半。</p>\n<p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦公司（Berkshire Hathaway）周一在向监管机构提交的文件中提供了其美国股票的最新信息。由于巴菲特的成功记录，许多投资者密切关注伯克希尔·哈撒韦的持股情况。</p>\n<p><b>巴菲特一季度抛售金融股</b></p>\n<p>在今年的前三个月中，伯克希尔抛售了更多的<a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票，削减了对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>母公司的投资，并出售了相对较小的大约7亿美元的<a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a>股份。</p>\n<p>一季度末，伯克希尔仅拥有富国银行675,054股，持有规模达到3233.5万美元，低于2018年1月的约320亿美元。伯克希尔于1989年开始投资位于旧金山的富国银行（Wells Fargo），并花费至少127亿美元购买其股份，建立10％的股份。</p>\n<p>从原因来看，富国银行的负面新闻是巴菲特几近清仓的主要原因。消息称，该行员工开设了数百万个不必要的账户，收取不必要的抵押贷款费用，并强迫司机购买他们并不需要的汽车保险。这种做法源自富国银行的长期战略，即向每个客户销售更多产品，或交叉销售。</p>\n<p>巴菲特在2020年2月告诉CNBC，富国银行有一个“愚蠢”的激励机制，而且做事进展缓慢。他说：“重要的是，当他们发现它时，他们就忽略了它。” 他说。“你一定要在问题出现的时候就去解决它，而且你自己也知道。如果这种情况发生了，富国银行的股东们会好得多。”</p>\n<p>过去12个月，巴菲特还大幅削减了其他银行的股份，包括在去年危机时期出售了<a href=\"https://laohu8.com/S/GS\">高盛</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的持股。相对的，巴菲特把对银行业的“押注”集中在了一只股票上，即美国银行(Bank of America)。周一提交的文件显示，伯克希尔对该银行所持股份保持不变，仅略高于10亿股，约占美国银行已发行股票的12%。</p>\n<p>此外，根据最新披露的13F文件，伯克希尔收购了保险经纪公司<a href=\"https://laohu8.com/S/AON\">怡安保险</a>超过400万股 。同时，伯克希尔抛售了其在消费金融服务公司Synchrony Financial中的所有股份，并将巴西金融科技公司<a href=\"https://laohu8.com/S/STNE\">StoneCo</a>的股份削减了24%。</p>\n<p>在另一个投资大转变中，巴菲特去年以创纪录的274亿美元回购了伯克希尔哈撒韦公司的股票。伯克希尔在第一季度又回购了66亿美元自己的股票，在2018年放松回购规定之前，伯克希尔一直对大肆回购股票心存疑虑。</p>\n<p><b>巴菲特“拥抱”科技股</b></p>\n<p>多年来，巴菲特一直远离科技股，说他不了解它们的商业模式。但他从2016年开始收购<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，2019年开始收购<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，并在2020年开始收购新上市公司<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>。</p>\n<p>截至第一季度末，苹果公司的股票数量在沃伦·巴菲特的持股名单中排名第二，但市值排名第一，高达1146亿美元。事实上，巴菲特现在把苹果股票称为“家族珠宝”。</p>\n<p>随着全球恢复开放，苹果公司股价自高位回落，今年以来跌幅已超过4%。但巴菲特在伯克希尔年会上表示，超级市值的科技股估值并不“疯狂”。原因是短期国债利率极低——这是“衡量其他价值的无风险标准。”</p>\n<p>巴菲特表示：“利率对资产价值的影响基本上就像引力一样重要。”如果美国国债利率保持低位，那么那些飙升的科技股就是一笔便宜的买卖。这一观点与市场的普遍看法形成了鲜明对比，后者认为科技股的估值是极端的。</p>\n<p>巴菲特说:“<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和苹果的资本回报率令人难以置信。”“它们不需要很多资本，而且它们会投出更多的钱。”</p>\n<p>事实上，市场对苹果公司的定为已有所变化，例如著名成长股投资者凯茜•伍德(Cathie Wood)就直言，“我们将FAAMG本质上视为我们投资战略中的现金工具”。换言之，尽管苹果公司仍是科技股，但此前偏好这一领域的高风险投资者已将目光转移至其他个股，而苹果公司在低利率环境下也逐渐吸引了一批低风险偏好投资者。</p>","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>抛售金融拥抱科技，巴菲特的价值投资变了吗？</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; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n抛售金融拥抱科技，巴菲特的价值投资变了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-05-18 14:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>“股神”沃伦·巴菲特（Warren Buffett）的公司在第一季度进一步削减了在金融公司的持股，并将对<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>（Chevron）的新投资减半。</p>\n<p><a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>·哈撒韦公司（Berkshire Hathaway）周一在向监管机构提交的文件中提供了其美国股票的最新信息。由于巴菲特的成功记录，许多投资者密切关注伯克希尔·哈撒韦的持股情况。</p>\n<p><b>巴菲特一季度抛售金融股</b></p>\n<p>在今年的前三个月中，伯克希尔抛售了更多的<a href=\"https://laohu8.com/S/WFC\">富国银行</a>股票，削减了对<a href=\"https://laohu8.com/S/BAC\">美国银行</a>母公司的投资，并出售了相对较小的大约7亿美元的<a href=\"https://laohu8.com/S/SYF\">Synchrony Financial</a>股份。</p>\n<p>一季度末，伯克希尔仅拥有富国银行675,054股，持有规模达到3233.5万美元，低于2018年1月的约320亿美元。伯克希尔于1989年开始投资位于旧金山的富国银行（Wells Fargo），并花费至少127亿美元购买其股份，建立10％的股份。</p>\n<p>从原因来看，富国银行的负面新闻是巴菲特几近清仓的主要原因。消息称，该行员工开设了数百万个不必要的账户，收取不必要的抵押贷款费用，并强迫司机购买他们并不需要的汽车保险。这种做法源自富国银行的长期战略，即向每个客户销售更多产品，或交叉销售。</p>\n<p>巴菲特在2020年2月告诉CNBC，富国银行有一个“愚蠢”的激励机制，而且做事进展缓慢。他说：“重要的是，当他们发现它时，他们就忽略了它。” 他说。“你一定要在问题出现的时候就去解决它，而且你自己也知道。如果这种情况发生了，富国银行的股东们会好得多。”</p>\n<p>过去12个月，巴菲特还大幅削减了其他银行的股份，包括在去年危机时期出售了<a href=\"https://laohu8.com/S/GS\">高盛</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的持股。相对的，巴菲特把对银行业的“押注”集中在了一只股票上，即美国银行(Bank of America)。周一提交的文件显示，伯克希尔对该银行所持股份保持不变，仅略高于10亿股，约占美国银行已发行股票的12%。</p>\n<p>此外，根据最新披露的13F文件，伯克希尔收购了保险经纪公司<a href=\"https://laohu8.com/S/AON\">怡安保险</a>超过400万股 。同时，伯克希尔抛售了其在消费金融服务公司Synchrony Financial中的所有股份，并将巴西金融科技公司<a href=\"https://laohu8.com/S/STNE\">StoneCo</a>的股份削减了24%。</p>\n<p>在另一个投资大转变中，巴菲特去年以创纪录的274亿美元回购了伯克希尔哈撒韦公司的股票。伯克希尔在第一季度又回购了66亿美元自己的股票，在2018年放松回购规定之前，伯克希尔一直对大肆回购股票心存疑虑。</p>\n<p><b>巴菲特“拥抱”科技股</b></p>\n<p>多年来，巴菲特一直远离科技股，说他不了解它们的商业模式。但他从2016年开始收购<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，2019年开始收购<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>，并在2020年开始收购新上市公司<a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>。</p>\n<p>截至第一季度末，苹果公司的股票数量在沃伦·巴菲特的持股名单中排名第二，但市值排名第一，高达1146亿美元。事实上，巴菲特现在把苹果股票称为“家族珠宝”。</p>\n<p>随着全球恢复开放，苹果公司股价自高位回落，今年以来跌幅已超过4%。但巴菲特在伯克希尔年会上表示，超级市值的科技股估值并不“疯狂”。原因是短期国债利率极低——这是“衡量其他价值的无风险标准。”</p>\n<p>巴菲特表示：“利率对资产价值的影响基本上就像引力一样重要。”如果美国国债利率保持低位，那么那些飙升的科技股就是一笔便宜的买卖。这一观点与市场的普遍看法形成了鲜明对比，后者认为科技股的估值是极端的。</p>\n<p>巴菲特说:“<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>和苹果的资本回报率令人难以置信。”“它们不需要很多资本，而且它们会投出更多的钱。”</p>\n<p>事实上，市场对苹果公司的定为已有所变化，例如著名成长股投资者凯茜•伍德(Cathie Wood)就直言，“我们将FAAMG本质上视为我们投资战略中的现金工具”。换言之，尽管苹果公司仍是科技股，但此前偏好这一领域的高风险投资者已将目光转移至其他个股，而苹果公司在低利率环境下也逐渐吸引了一批低风险偏好投资者。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ee8356647b06585ac937a0f45e6aeb17","relate_stocks":{"159940":"金融","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103478835","content_text":"“股神”沃伦·巴菲特（Warren Buffett）的公司在第一季度进一步削减了在金融公司的持股，并将对雪佛龙（Chevron）的新投资减半。\n伯克希尔·哈撒韦公司（Berkshire Hathaway）周一在向监管机构提交的文件中提供了其美国股票的最新信息。由于巴菲特的成功记录，许多投资者密切关注伯克希尔·哈撒韦的持股情况。\n巴菲特一季度抛售金融股\n在今年的前三个月中，伯克希尔抛售了更多的富国银行股票，削减了对美国银行母公司的投资，并出售了相对较小的大约7亿美元的Synchrony Financial股份。\n一季度末，伯克希尔仅拥有富国银行675,054股，持有规模达到3233.5万美元，低于2018年1月的约320亿美元。伯克希尔于1989年开始投资位于旧金山的富国银行（Wells Fargo），并花费至少127亿美元购买其股份，建立10％的股份。\n从原因来看，富国银行的负面新闻是巴菲特几近清仓的主要原因。消息称，该行员工开设了数百万个不必要的账户，收取不必要的抵押贷款费用，并强迫司机购买他们并不需要的汽车保险。这种做法源自富国银行的长期战略，即向每个客户销售更多产品，或交叉销售。\n巴菲特在2020年2月告诉CNBC，富国银行有一个“愚蠢”的激励机制，而且做事进展缓慢。他说：“重要的是，当他们发现它时，他们就忽略了它。” 他说。“你一定要在问题出现的时候就去解决它，而且你自己也知道。如果这种情况发生了，富国银行的股东们会好得多。”\n过去12个月，巴菲特还大幅削减了其他银行的股份，包括在去年危机时期出售了高盛及摩根大通的持股。相对的，巴菲特把对银行业的“押注”集中在了一只股票上，即美国银行(Bank of America)。周一提交的文件显示，伯克希尔对该银行所持股份保持不变，仅略高于10亿股，约占美国银行已发行股票的12%。\n此外，根据最新披露的13F文件，伯克希尔收购了保险经纪公司怡安保险超过400万股 。同时，伯克希尔抛售了其在消费金融服务公司Synchrony Financial中的所有股份，并将巴西金融科技公司StoneCo的股份削减了24%。\n在另一个投资大转变中，巴菲特去年以创纪录的274亿美元回购了伯克希尔哈撒韦公司的股票。伯克希尔在第一季度又回购了66亿美元自己的股票，在2018年放松回购规定之前，伯克希尔一直对大肆回购股票心存疑虑。\n巴菲特“拥抱”科技股\n多年来，巴菲特一直远离科技股，说他不了解它们的商业模式。但他从2016年开始收购苹果，2019年开始收购亚马逊，并在2020年开始收购新上市公司Snowflake。\n截至第一季度末，苹果公司的股票数量在沃伦·巴菲特的持股名单中排名第二，但市值排名第一，高达1146亿美元。事实上，巴菲特现在把苹果股票称为“家族珠宝”。\n随着全球恢复开放，苹果公司股价自高位回落，今年以来跌幅已超过4%。但巴菲特在伯克希尔年会上表示，超级市值的科技股估值并不“疯狂”。原因是短期国债利率极低——这是“衡量其他价值的无风险标准。”\n巴菲特表示：“利率对资产价值的影响基本上就像引力一样重要。”如果美国国债利率保持低位，那么那些飙升的科技股就是一笔便宜的买卖。这一观点与市场的普遍看法形成了鲜明对比，后者认为科技股的估值是极端的。\n巴菲特说:“谷歌和苹果的资本回报率令人难以置信。”“它们不需要很多资本，而且它们会投出更多的钱。”\n事实上，市场对苹果公司的定为已有所变化，例如著名成长股投资者凯茜•伍德(Cathie 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