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樂灬
05-05
1160万股不就20多亿，果子自己回购1100亿呢
Q1砍仓13%仍力挺苹果！巴菲特说苹果将是长期投资，减持和纳税有关
樂灬
04-25
变数太多了，还有1年时间
去老虎APP查看更多动态
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05:42","market":"hk","language":"zh","title":"Q1砍仓13%仍力挺苹果！巴菲特说苹果将是长期投资，减持和纳税有关","url":"https://stock-news.laohu8.com/highlight/detail?id=2433512025","media":"华尔街见闻","summary":"巴菲特说，到今年年底，伯克希尔很可能是苹果普通股最大的持有方；除非出现“戏剧性”情况，否则苹果将是伯克希尔最大的投资；苹果是比美国运通和可口可乐更好的公司，iPhone可能是有史以来最伟大的产品。","content":"<html><head></head><body><blockquote><p>巴菲特说，到今年年底，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>很可能是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>普通股最大的持有方；除非出现“戏剧性”情况，否则苹果将是伯克希尔最大的投资；苹果是比<a href=\"https://laohu8.com/S/AXP\">美国运通</a>和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>更好的公司，iPhone可能是有史以来最伟大的产品。</p></blockquote><p>美东时间周六<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦公布的财报显示，今年一季度，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>依然是伯克希尔最大的持仓，不过，当季苹果持仓的市值降至1354亿美元，相当于持有约7900万股，持仓减少约13%，考虑到苹果股价的波动，当季伯克希尔抛售了约1160万股，连续两个季度减持，去年四季度持股减持了约1000万股。</p><p>公布财报后不久，周六的伯克希尔股东年会上，巴菲特碰到的第一个股东问题就问到了苹果。巴菲特暗示，抛售可能源于，他希望避免未来面临更高的税。因为美国利率上升，政府财政赤字扩大，要增加税收。他表示，这是由于投资获得可观收益后的税收原因，不是他对苹果这只个股长期内有什么判断。</p><p>巴菲特说，伯克希尔现在的联邦税率税率是21%。而苹果面临的税率是35%、甚至52%。他觉得现在的税率很可能会提高，很可能很快会加税，政府会想从伯克希尔的营收中拿走更大部分。而伯克希尔不介意纳税，“写这张支票对我来说一点也不困扰”。他认为，对伯克希尔抛售一点苹果，股东实际上也不会介意。</p><p>虽然抛售了一些苹果的股票，但巴菲特试图安抚股东对苹果的担忧。他说，到今年年底，伯克希尔很可能是苹果普通股最大的持有方。伯克希尔认为，持有它不单是持有股票，而是把它视为业务，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>也是一家公司，<a href=\"https://laohu8.com/S/AXP\">美国运通</a>也是。</p><p>巴菲特说，伯克希尔还是会长期持有苹果、美国运通和可口可乐的股票，这些投资过去取得了很大的成功。苹果将长期是伯克希尔的一大投资。</p><p>巴菲特称苹果是比可口可乐和美国运通更好的企业。他说：“我们拥有美国运通，这是一家很棒的企业，我们拥有可口可乐，这是一家很棒的企业，我们拥有苹果，这是一家更好的企业。”</p><p>巴菲特还说，除非出现“戏剧性”的情况，否则苹果将是伯克希尔最大的投资。他说：“除非发生真正改变资本配置的戏剧性事件，否则我们将把苹果作为我们最大的投资。但在目前的情况下，我完全不介意建立现金头寸。”</p><p>在此后的问答中，提到投资的思维过程时，巴菲特又提到苹果。巴菲特高度评价iPhone，称“它是最伟大的产品之一，而且可能是有史以来最伟大的产品。”他说，当年决定投资时，认为苹果股票的价值低于它的实际价值，他当时不知道iPhone怎么运行，但知道消费者喜欢它，iPhone的价值远远被低估了，而且苹果的CEO库克和乔布斯一样出色。</p></body></html>","source":"wallstreetcn_hot_news","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>Q1砍仓13%仍力挺苹果！巴菲特说苹果将是长期投资，减持和纳税有关</title>\n<style 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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\">\nQ1砍仓13%仍力挺苹果！巴菲特说苹果将是长期投资，减持和纳税有关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-05 05:42 北京时间 <a href=https://wallstreetcn.com/articles/3714170><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特说，到今年年底，伯克希尔很可能是苹果普通股最大的持有方；除非出现“戏剧性”情况，否则苹果将是伯克希尔最大的投资；苹果是比美国运通和可口可乐更好的公司，iPhone可能是有史以来最伟大的产品。美东时间周六伯克希尔-哈撒韦公布的财报显示，今年一季度，苹果依然是伯克希尔最大的持仓，不过，当季苹果持仓的市值降至1354亿美元，相当于持有约7900万股，持仓减少约13%，考虑到苹果股价的波动，当季...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3714170\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebe1f3b87dd27d465163f0297feb3595","relate_stocks":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4575":"芯片概念","BK4566":"资本集团","AAPL":"苹果","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4559":"巴菲特持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BRK.A":"伯克希尔","BK4501":"段永平概念","LU0251142724.SGD":"Fidelity America A-SGD","BK4588":"碎股","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BRK.B":"伯克希尔B","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4574":"无人驾驶","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason 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SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4571":"数字音乐概念","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0056508442.USD":"贝莱德世界科技基金A2","LU0080751232.USD":"富达环球多元动力基金A","BK4507":"流媒体概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3714170","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433512025","content_text":"巴菲特说，到今年年底，伯克希尔很可能是苹果普通股最大的持有方；除非出现“戏剧性”情况，否则苹果将是伯克希尔最大的投资；苹果是比美国运通和可口可乐更好的公司，iPhone可能是有史以来最伟大的产品。美东时间周六伯克希尔-哈撒韦公布的财报显示，今年一季度，苹果依然是伯克希尔最大的持仓，不过，当季苹果持仓的市值降至1354亿美元，相当于持有约7900万股，持仓减少约13%，考虑到苹果股价的波动，当季伯克希尔抛售了约1160万股，连续两个季度减持，去年四季度持股减持了约1000万股。公布财报后不久，周六的伯克希尔股东年会上，巴菲特碰到的第一个股东问题就问到了苹果。巴菲特暗示，抛售可能源于，他希望避免未来面临更高的税。因为美国利率上升，政府财政赤字扩大，要增加税收。他表示，这是由于投资获得可观收益后的税收原因，不是他对苹果这只个股长期内有什么判断。巴菲特说，伯克希尔现在的联邦税率税率是21%。而苹果面临的税率是35%、甚至52%。他觉得现在的税率很可能会提高，很可能很快会加税，政府会想从伯克希尔的营收中拿走更大部分。而伯克希尔不介意纳税，“写这张支票对我来说一点也不困扰”。他认为，对伯克希尔抛售一点苹果，股东实际上也不会介意。虽然抛售了一些苹果的股票，但巴菲特试图安抚股东对苹果的担忧。他说，到今年年底，伯克希尔很可能是苹果普通股最大的持有方。伯克希尔认为，持有它不单是持有股票，而是把它视为业务，可口可乐也是一家公司，美国运通也是。巴菲特说，伯克希尔还是会长期持有苹果、美国运通和可口可乐的股票，这些投资过去取得了很大的成功。苹果将长期是伯克希尔的一大投资。巴菲特称苹果是比可口可乐和美国运通更好的企业。他说：“我们拥有美国运通，这是一家很棒的企业，我们拥有可口可乐，这是一家很棒的企业，我们拥有苹果，这是一家更好的企业。”巴菲特还说，除非出现“戏剧性”的情况，否则苹果将是伯克希尔最大的投资。他说：“除非发生真正改变资本配置的戏剧性事件，否则我们将把苹果作为我们最大的投资。但在目前的情况下，我完全不介意建立现金头寸。”在此后的问答中，提到投资的思维过程时，巴菲特又提到苹果。巴菲特高度评价iPhone，称“它是最伟大的产品之一，而且可能是有史以来最伟大的产品。”他说，当年决定投资时，认为苹果股票的价值低于它的实际价值，他当时不知道iPhone怎么运行，但知道消费者喜欢它，iPhone的价值远远被低估了，而且苹果的CEO库克和乔布斯一样出色。","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299055668654392,"gmtCreate":1714036974589,"gmtModify":1714037318024,"author":{"id":"4099215041744090","authorId":"4099215041744090","name":"樂灬","avatar":"https://static.tigerbbs.com/0c4e4bc18884cd4e8f95038436a35761","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"变数太多了，还有1年时间","listText":"变数太多了，还有1年时间","text":"变数太多了，还有1年时间","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299055668654392","isVote":1,"tweetType":1,"viewCount":117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":302577070805240,"gmtCreate":1714877441071,"gmtModify":1714878955821,"author":{"id":"4099215041744090","authorId":"4099215041744090","name":"樂灬","avatar":"https://static.tigerbbs.com/0c4e4bc18884cd4e8f95038436a35761","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"1160万股不就20多亿，果子自己回购1100亿呢","listText":"1160万股不就20多亿，果子自己回购1100亿呢","text":"1160万股不就20多亿，果子自己回购1100亿呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302577070805240","repostId":"2433512025","repostType":2,"repost":{"id":"2433512025","pubTimestamp":1714858967,"share":"https://www.laohu8.com/m/news/2433512025?lang=&edition=full","pubTime":"2024-05-05 05:42","market":"hk","language":"zh","title":"Q1砍仓13%仍力挺苹果！巴菲特说苹果将是长期投资，减持和纳税有关","url":"https://stock-news.laohu8.com/highlight/detail?id=2433512025","media":"华尔街见闻","summary":"巴菲特说，到今年年底，伯克希尔很可能是苹果普通股最大的持有方；除非出现“戏剧性”情况，否则苹果将是伯克希尔最大的投资；苹果是比美国运通和可口可乐更好的公司，iPhone可能是有史以来最伟大的产品。","content":"<html><head></head><body><blockquote><p>巴菲特说，到今年年底，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>很可能是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>普通股最大的持有方；除非出现“戏剧性”情况，否则苹果将是伯克希尔最大的投资；苹果是比<a href=\"https://laohu8.com/S/AXP\">美国运通</a>和<a href=\"https://laohu8.com/S/KO\">可口可乐</a>更好的公司，iPhone可能是有史以来最伟大的产品。</p></blockquote><p>美东时间周六<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>-哈撒韦公布的财报显示，今年一季度，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>依然是伯克希尔最大的持仓，不过，当季苹果持仓的市值降至1354亿美元，相当于持有约7900万股，持仓减少约13%，考虑到苹果股价的波动，当季伯克希尔抛售了约1160万股，连续两个季度减持，去年四季度持股减持了约1000万股。</p><p>公布财报后不久，周六的伯克希尔股东年会上，巴菲特碰到的第一个股东问题就问到了苹果。巴菲特暗示，抛售可能源于，他希望避免未来面临更高的税。因为美国利率上升，政府财政赤字扩大，要增加税收。他表示，这是由于投资获得可观收益后的税收原因，不是他对苹果这只个股长期内有什么判断。</p><p>巴菲特说，伯克希尔现在的联邦税率税率是21%。而苹果面临的税率是35%、甚至52%。他觉得现在的税率很可能会提高，很可能很快会加税，政府会想从伯克希尔的营收中拿走更大部分。而伯克希尔不介意纳税，“写这张支票对我来说一点也不困扰”。他认为，对伯克希尔抛售一点苹果，股东实际上也不会介意。</p><p>虽然抛售了一些苹果的股票，但巴菲特试图安抚股东对苹果的担忧。他说，到今年年底，伯克希尔很可能是苹果普通股最大的持有方。伯克希尔认为，持有它不单是持有股票，而是把它视为业务，<a href=\"https://laohu8.com/S/KO\">可口可乐</a>也是一家公司，<a href=\"https://laohu8.com/S/AXP\">美国运通</a>也是。</p><p>巴菲特说，伯克希尔还是会长期持有苹果、美国运通和可口可乐的股票，这些投资过去取得了很大的成功。苹果将长期是伯克希尔的一大投资。</p><p>巴菲特称苹果是比可口可乐和美国运通更好的企业。他说：“我们拥有美国运通，这是一家很棒的企业，我们拥有可口可乐，这是一家很棒的企业，我们拥有苹果，这是一家更好的企业。”</p><p>巴菲特还说，除非出现“戏剧性”的情况，否则苹果将是伯克希尔最大的投资。他说：“除非发生真正改变资本配置的戏剧性事件，否则我们将把苹果作为我们最大的投资。但在目前的情况下，我完全不介意建立现金头寸。”</p><p>在此后的问答中，提到投资的思维过程时，巴菲特又提到苹果。巴菲特高度评价iPhone，称“它是最伟大的产品之一，而且可能是有史以来最伟大的产品。”他说，当年决定投资时，认为苹果股票的价值低于它的实际价值，他当时不知道iPhone怎么运行，但知道消费者喜欢它，iPhone的价值远远被低估了，而且苹果的CEO库克和乔布斯一样出色。</p></body></html>","source":"wallstreetcn_hot_news","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>Q1砍仓13%仍力挺苹果！巴菲特说苹果将是长期投资，减持和纳税有关</title>\n<style 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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\">\nQ1砍仓13%仍力挺苹果！巴菲特说苹果将是长期投资，减持和纳税有关\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-05 05:42 北京时间 <a href=https://wallstreetcn.com/articles/3714170><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴菲特说，到今年年底，伯克希尔很可能是苹果普通股最大的持有方；除非出现“戏剧性”情况，否则苹果将是伯克希尔最大的投资；苹果是比美国运通和可口可乐更好的公司，iPhone可能是有史以来最伟大的产品。美东时间周六伯克希尔-哈撒韦公布的财报显示，今年一季度，苹果依然是伯克希尔最大的持仓，不过，当季苹果持仓的市值降至1354亿美元，相当于持有约7900万股，持仓减少约13%，考虑到苹果股价的波动，当季...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3714170\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebe1f3b87dd27d465163f0297feb3595","relate_stocks":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4575":"芯片概念","BK4566":"资本集团","AAPL":"苹果","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4559":"巴菲特持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BRK.A":"伯克希尔","BK4501":"段永平概念","LU0251142724.SGD":"Fidelity America A-SGD","BK4588":"碎股","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BRK.B":"伯克希尔B","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4574":"无人驾驶","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason 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