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06-25 16:06

$SK hynix Inc(SKHY)$ 期待

06-23

$NEBIUS(NBIS)$ 有点猛，还能正数[捂脸]

06-22

$Tradr 2X Long LITE Daily ETF(LITX)$ 连跌怎么多天，什么时候起飞昵，拿着难熬[流泪]

05-29

说等于没说，垃圾贴

美光科技跻身“万亿俱乐部”，跟特朗普有关系吗？｜907编辑部

04-30

买到现在盈利就没正过

“巴菲特溢价”光环消退！伯克希尔股价掉队，新掌门临危迎战股东大会

04-29

$闪迪(SNDK)$我勒个豆，爱死你了

04-15

$美光科技(MU)$ 厉害了，解套，看好你

04-14

$2倍做多恐慌指数期货ETF(UVIX)$ 埋伏一波[财迷]

03-27

$SNDK$ 敢敢加，长期缺存储

03-23

$美光科技(MU)$ 430入，4万美，450就走，别跌了[笑哭]

03-19

目前的闪迪，美光还能做多吗？

03-19

$Tradr 2X Long SNDK Daily ETF(SNXX)$ 现在会不会是炒底机会呢

去老虎APP查看更多动态

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连跌怎么多天，什么时候起飞昵，拿着难熬[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/577996880167368","isVote":1,"tweetType":1,"viewCount":187,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569390060007936,"gmtCreate":1780015451298,"gmtModify":1780018530994,"author":{"id":"4230778852437452","authorId":"4230778852437452","name":"Yyjxj","avatar":"https://static.tigerbbs.com/f238b6b91580fb01391993ea21e23099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230778852437452","authorIdStr":"4230778852437452"},"themes":[],"title":"","htmlText":"说等于没说，垃圾贴","listText":"说等于没说，垃圾贴","text":"说等于没说，垃圾贴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569390060007936","repostId":"2638931206","repostType":2,"repost":{"id":"2638931206","kind":"news","pubTimestamp":1779970740,"share":"https://www.laohu8.com/m/news/2638931206?lang=zh_CN&edition=full","pubTime":"2026-05-28 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href=https://finance.sina.com.cn/jjxw/2026-05-28/doc-inhznenk0069491.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月26日，美国本土先进存储芯片的“独苗”——美光科技（Micron）市值历史上首次突破1万亿美元大关，正式跻身全球资本市场的“万亿俱乐部”。而在这一财富神话诞生的前夕，美国总统特朗普在选民集会上对该公司高调点赞。本期节目，我们将聚焦特朗普与这家新晋万亿巨头之间耐人寻味的复杂关系：从高调赞美到精准建仓，被坊间戏称为“白宫股神”的特朗普，如何引发期权市场的神秘异动；同时，美光砸下千亿美元的超级晶圆厂...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-05-28/doc-inhznenk0069491.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","BK4575":"芯片概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","MUD":"1倍做空MU ETF-Direxion","BK4566":"资本集团","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) 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关税大棒与竞争对手的“麻烦”\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"MULL":0.6,"MU":1.97}},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559203366155632,"gmtCreate":1777555967750,"gmtModify":1777555970362,"author":{"id":"4230778852437452","authorId":"4230778852437452","name":"Yyjxj","avatar":"https://static.tigerbbs.com/f238b6b91580fb01391993ea21e23099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4230778852437452","authorIdStr":"4230778852437452"},"themes":[],"title":"","htmlText":"买到现在盈利就没正过","listText":"买到现在盈利就没正过","text":"买到现在盈利就没正过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559203366155632","repostId":"2631630467","repostType":4,"repost":{"id":"2631630467","kind":"news","pubTimestamp":1777554759,"share":"https://www.laohu8.com/m/news/2631630467?lang=zh_CN&edition=full","pubTime":"2026-04-30 21:12","market":"us","language":"zh","title":"“巴菲特溢价”光环消退！伯克希尔股价掉队，新掌门临危迎战股东大会","url":"https://stock-news.laohu8.com/highlight/detail?id=2631630467","media":"智通财经","summary":"“巴菲特溢价”光环消退，伯克希尔股价失色今年1月正式接任CEO的阿贝尔，正直面一大挑战：他执掌的这家巨头，长期深深烙印着95岁投资传奇巴菲特的印记。巴菲特和芒格执掌的六十年间，市场愿意包容这种特质，但伯克希尔哈撒韦公司低迷的股价表明，股东尚未对阿贝尔给予同等信任。伯克希尔在3月初重启股票回购，随即带动股价回升，此前该公司已长达一年没有向股东进行任何分红。","content":"<html><head></head><body><p>格雷格・阿贝尔即将首次以<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦首席执行官身份召开股东大会，但他遇上了传奇前任沃伦·巴菲特几乎从未面对过的难题：公司股价持续走弱。</p><p>伯克希尔市值高达万亿美元，过去素来以长期跑赢市场著称。但自一年前巴菲特宣布卸任、将管理权交棒阿贝尔以来，公司股价表现大幅落后大盘。截至本周三，<a href=\"https://laohu8.com/S/BRK.B\">伯克希尔B</a>类股过去12个月跑输<a href=\"https://laohu8.com/S/161125\">标普500</a>指数超37个百分点，创下2000年以来最差的年度表现。</p><p><a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>(KHC.US)等部分持仓个股表现不佳，是伯克希尔股价低迷的部分原因。与此同时，当前股市追捧人工智能、整体估值高企，使得手握3730亿美元巨额现金的伯克希尔很难找到合适的深度价值投资机会。阿贝尔大概率会在本周六的股东大会上谈及这些问题，但股价低迷还有一个更难化解的深层原因：随着“股神”巴菲特的卸任，投资者对伯克希尔的短板不再宽容。这位63岁的新任CEO，还需要时间赢回昔日巴菲特与芒格在市场中积攒的信任。</p><p>Hudson <a href=\"https://laohu8.com/S/VPGLF\">Value Partners</a>基金经理克里斯托弗・戴维斯表示：“作为投资者，我们认可阿贝尔坚守原有投资策略的做法。但市场更希望看到他复刻一次经典的伯克希尔式投资，以此证明换了掌舵人，这套投资体系依旧能平稳运转。”Hudson <a href=\"https://laohu8.com/S/00806\">Value Partners</a>自2019年以来一直持有伯克希尔股票。</p><h2 id=\"id_2198669893\">“巴菲特溢价”光环消退，伯克希尔股价失色</h2><p>今年1月正式接任CEO的阿贝尔，正直面一大挑战：他执掌的这家巨头，长期深深烙印着95岁投资传奇巴菲特的印记。</p><p>凭借巴菲特独到的选股眼光与稳健的资金配置能力，伯克希尔哈撒韦公司61年的发展历程中，其股价常年跑赢标普500指数。近几十年虽然超额收益有所收窄，但整体业绩依旧亮眼：自 1997 年巴菲特掌舵以来，伯克希尔 B 类股年均涨幅达 11%，较同期标普 500 年化总回报率高出整整 1 个百分点。</p><p>也正因如此，投资者一直愿意为伯克希尔支付“巴菲特溢价”，使得公司估值长期高于市场平均水平。阿贝尔已承诺延续巴菲特的投资逻辑与风险管控思路，本次股东大会也以 “传奇延续” 为主题。但股东们可能还需要数年时间才能确信阿贝尔能够达到其前任的投资水平。</p><p>“巴菲特为公司营造了一种神秘感，一种心理上的光环，”长期持有伯克希尔股份并撰写过多本关于巴菲特书籍的劳伦斯·坎宁安说道。“如今他不再掌舵，这份光环必然慢慢淡化，最终直接反映在股价上。”</p><p>市场的担忧也体现在伯克希尔的市净率上。过去一年公司市净率持续回落，目前约1.4 倍，而去年股东大会前夕接近1.8 倍。</p><p>瑞银集团保险分析师布莱恩·梅雷迪思表示，鉴于伯克希尔哈撒韦公司的估值，巴菲特的卸任“在某种程度上促使一些持有该公司股票的人抛售股票” 。</p><p>伯克希尔市净率下滑</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/120a1d6834133ff298352a046a07eae0\" tg-width=\"668\" tg-height=\"420\"/></p><p>分析师还指出，阿贝尔运营能力出众，曾把伯克希尔能源业务做成核心盈利板块，但他缺乏资产管理从业背景，而这正是伯克希尔 CEO 的核心职责之一。</p><p>CFRA 研究分析师凯茜・赛弗特直言：“阿贝尔业务运营经验扎实，却从未专业管理过投资资金。”</p><h2 id=\"id_2300097221\">市场耐心日渐耗尽，新掌门“压力山大”</h2><p>巴菲特离任后，那些积压多年的隐患也变得愈发突出。</p><p>伯克希尔旗下保险业务营收增长乏力、盈利不及预期，持续打压市场情绪。去年第四季度，伯克希尔保险承保业务的利润暴跌超54%，而同行大多业绩超出预期。</p><p>赛弗特指出，去年公司对卡夫亨氏和<a href=\"https://laohu8.com/S/OXY\">西方石油</a>合计计提83亿美元资产减值，损害了该公司作为成功收购者的声誉。去年，公司整体营业利润下降了6%。</p><p>信息披露不足是另一大痛点。体量如此庞大的上市公司里，唯有伯克希尔没有专门的投资者关系部门，除每年5月在奥马哈举行的年度股东大会之外，从不举办任何投资者日活动。巴菲特和芒格执掌的六十年间，市场愿意包容这种特质，但伯克希尔哈撒韦公司低迷的股价表明，股东尚未对阿贝尔给予同等信任。</p><p>此外，整体市场估值高企，价值投资陷入困境。中东局势紧张之下，人工智能热潮依旧推着美股不断创新高，多项估值指标已处高位，就连巴菲特青睐的股市总市值 / GDP 指标，当前也突破 220%，接近历史峰值。</p><p>巴菲特青睐的估值指标并非发出“买入”信号</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03bcbc22b48fae20dc4012565019965d\" tg-width=\"649\" tg-height=\"537\"/></p><p>彭博行业研究分析师马修·帕拉佐拉表示：“市场可能不指望阿贝尔像巴菲特那样做出长期重磅投资，但期待看到他独立挖掘价值标的，而这本身就需要时间。”</p><p>对期盼利好消息的股东而言，阿贝尔的小幅动作已带来信心。伯克希尔在3月初重启股票回购，随即带动股价回升，此前该公司已长达一年没有向股东进行任何分红。</p><p>阿贝尔也着手调整管理层，新增总法律顾问，同时两名核心高管离任。本周六的股东大会，还将进一步展现伯克希尔的高管储备实力。</p><p>不过对于忠实价值投资者而言，过度纠结短期股价本就违背伯克希尔的投资初心，他们始终信奉巴菲特导师格雷厄姆的理念：长期来看，股价终将回归企业基本面。</p><p>但眼下，所有投资者都在期待阿贝尔守住伯克希尔的基本面根基。</p><p>投行KBW分析师迈耶・希尔兹表示，巴菲特享有极高的市场信任与声望。如今阿贝尔接棒掌舵，前路注定任重道远。</p></body></html>","source":"stock_zhitongcaijing","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>“巴菲特溢价”光环消退！伯克希尔股价掉队，新掌门临危迎战股东大会</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\">\n“巴菲特溢价”光环消退！伯克希尔股价掉队，新掌门临危迎战股东大会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-30 21:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1437489.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格雷格・阿贝尔即将首次以伯克希尔哈撒韦首席执行官身份召开股东大会，但他遇上了传奇前任沃伦·巴菲特几乎从未面对过的难题：公司股价持续走弱。伯克希尔市值高达万亿美元，过去素来以长期跑赢市场著称。但自一年前巴菲特宣布卸任、将管理权交棒阿贝尔以来，公司股价表现大幅落后大盘。截至本周三，伯克希尔B类股过去12个月跑输标普500指数超37个百分点，创下2000年以来最差的年度表现。卡夫亨氏(KHC.US)等...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1437489.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BRKC":"YieldMax BRK.B Option Income ETF","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4585":"ETF&股票定投概念","BRKD":"Direxion Daily BRKB Bear 1X Shares","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","BRK.A":"伯克希尔","BRKU":"2倍做多BRKB ETF-Direxion","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1437489.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2631630467","content_text":"格雷格・阿贝尔即将首次以伯克希尔哈撒韦首席执行官身份召开股东大会，但他遇上了传奇前任沃伦·巴菲特几乎从未面对过的难题：公司股价持续走弱。伯克希尔市值高达万亿美元，过去素来以长期跑赢市场著称。但自一年前巴菲特宣布卸任、将管理权交棒阿贝尔以来，公司股价表现大幅落后大盘。截至本周三，伯克希尔B类股过去12个月跑输标普500指数超37个百分点，创下2000年以来最差的年度表现。卡夫亨氏(KHC.US)等部分持仓个股表现不佳，是伯克希尔股价低迷的部分原因。与此同时，当前股市追捧人工智能、整体估值高企，使得手握3730亿美元巨额现金的伯克希尔很难找到合适的深度价值投资机会。阿贝尔大概率会在本周六的股东大会上谈及这些问题，但股价低迷还有一个更难化解的深层原因：随着“股神”巴菲特的卸任，投资者对伯克希尔的短板不再宽容。这位63岁的新任CEO，还需要时间赢回昔日巴菲特与芒格在市场中积攒的信任。Hudson Value Partners基金经理克里斯托弗・戴维斯表示：“作为投资者，我们认可阿贝尔坚守原有投资策略的做法。但市场更希望看到他复刻一次经典的伯克希尔式投资，以此证明换了掌舵人，这套投资体系依旧能平稳运转。”Hudson Value Partners自2019年以来一直持有伯克希尔股票。“巴菲特溢价”光环消退，伯克希尔股价失色今年1月正式接任CEO的阿贝尔，正直面一大挑战：他执掌的这家巨头，长期深深烙印着95岁投资传奇巴菲特的印记。凭借巴菲特独到的选股眼光与稳健的资金配置能力，伯克希尔哈撒韦公司61年的发展历程中，其股价常年跑赢标普500指数。近几十年虽然超额收益有所收窄，但整体业绩依旧亮眼：自 1997 年巴菲特掌舵以来，伯克希尔 B 类股年均涨幅达 11%，较同期标普 500 年化总回报率高出整整 1 个百分点。也正因如此，投资者一直愿意为伯克希尔支付“巴菲特溢价”，使得公司估值长期高于市场平均水平。阿贝尔已承诺延续巴菲特的投资逻辑与风险管控思路，本次股东大会也以 “传奇延续” 为主题。但股东们可能还需要数年时间才能确信阿贝尔能够达到其前任的投资水平。“巴菲特为公司营造了一种神秘感，一种心理上的光环，”长期持有伯克希尔股份并撰写过多本关于巴菲特书籍的劳伦斯·坎宁安说道。“如今他不再掌舵，这份光环必然慢慢淡化，最终直接反映在股价上。”市场的担忧也体现在伯克希尔的市净率上。过去一年公司市净率持续回落，目前约1.4 倍，而去年股东大会前夕接近1.8 倍。瑞银集团保险分析师布莱恩·梅雷迪思表示，鉴于伯克希尔哈撒韦公司的估值，巴菲特的卸任“在某种程度上促使一些持有该公司股票的人抛售股票” 。伯克希尔市净率下滑分析师还指出，阿贝尔运营能力出众，曾把伯克希尔能源业务做成核心盈利板块，但他缺乏资产管理从业背景，而这正是伯克希尔 CEO 的核心职责之一。CFRA 研究分析师凯茜・赛弗特直言：“阿贝尔业务运营经验扎实，却从未专业管理过投资资金。”市场耐心日渐耗尽，新掌门“压力山大”巴菲特离任后，那些积压多年的隐患也变得愈发突出。伯克希尔旗下保险业务营收增长乏力、盈利不及预期，持续打压市场情绪。去年第四季度，伯克希尔保险承保业务的利润暴跌超54%，而同行大多业绩超出预期。赛弗特指出，去年公司对卡夫亨氏和西方石油合计计提83亿美元资产减值，损害了该公司作为成功收购者的声誉。去年，公司整体营业利润下降了6%。信息披露不足是另一大痛点。体量如此庞大的上市公司里，唯有伯克希尔没有专门的投资者关系部门，除每年5月在奥马哈举行的年度股东大会之外，从不举办任何投资者日活动。巴菲特和芒格执掌的六十年间，市场愿意包容这种特质，但伯克希尔哈撒韦公司低迷的股价表明，股东尚未对阿贝尔给予同等信任。此外，整体市场估值高企，价值投资陷入困境。中东局势紧张之下，人工智能热潮依旧推着美股不断创新高，多项估值指标已处高位，就连巴菲特青睐的股市总市值 / GDP 指标，当前也突破 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ETF(SNXX)$</a> 现在会不会是炒底机会呢","text":"$Tradr 2X Long SNDK Daily ETF(SNXX)$ 现在会不会是炒底机会呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544233220773296","isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569390060007936,"gmtCreate":1780015451298,"gmtModify":1780018530994,"author":{"id":"4230778852437452","authorId":"4230778852437452","name":"Yyjxj","avatar":"https://static.tigerbbs.com/f238b6b91580fb01391993ea21e23099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4230778852437452","idStr":"4230778852437452"},"themes":[],"title":"","htmlText":"说等于没说，垃圾贴","listText":"说等于没说，垃圾贴","text":"说等于没说，垃圾贴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569390060007936","repostId":"2638931206","repostType":2,"repost":{"id":"2638931206","kind":"news","pubTimestamp":1779970740,"share":"https://www.laohu8.com/m/news/2638931206?lang=zh_CN&edition=full","pubTime":"2026-05-28 20:19","market":"other","language":"zh","title":"美光科技跻身“万亿俱乐部”，跟特朗普有关系吗？｜907编辑部","url":"https://stock-news.laohu8.com/highlight/detail?id=2638931206","media":"澎湃新闻","summary":"5月26日，美国本土先进存储芯片的“独苗”——美光科技市值历史上首次突破1万亿美元大关，正式跻身全球资本市场的“万亿俱乐部”。而在这一财富神话诞生的前夕，美国总统特朗普在选民集会上对该公司高调点赞。","content":"<div>\n<p>5月26日，美国本土先进存储芯片的“独苗”——美光科技（Micron）市值历史上首次突破1万亿美元大关，正式跻身全球资本市场的“万亿俱乐部”。而在这一财富神话诞生的前夕，美国总统特朗普在选民集会上对该公司高调点赞。本期节目，我们将聚焦特朗普与这家新晋万亿巨头之间耐人寻味的复杂关系：从高调赞美到精准建仓，被坊间戏称为“白宫股神”的特朗普，如何引发期权市场的神秘异动；同时，美光砸下千亿美元的超级晶圆厂...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-05-28/doc-inhznenk0069491.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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\" 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href=https://finance.sina.com.cn/jjxw/2026-05-28/doc-inhznenk0069491.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月26日，美国本土先进存储芯片的“独苗”——美光科技（Micron）市值历史上首次突破1万亿美元大关，正式跻身全球资本市场的“万亿俱乐部”。而在这一财富神话诞生的前夕，美国总统特朗普在选民集会上对该公司高调点赞。本期节目，我们将聚焦特朗普与这家新晋万亿巨头之间耐人寻味的复杂关系：从高调赞美到精准建仓，被坊间戏称为“白宫股神”的特朗普，如何引发期权市场的神秘异动；同时，美光砸下千亿美元的超级晶圆厂...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-05-28/doc-inhznenk0069491.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","BK4575":"芯片概念","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","MUD":"1倍做空MU ETF-Direxion","BK4566":"资本集团","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) 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关税大棒与竞争对手的“麻烦”\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"MUD":0.6,"MUU":0.6,"MULL":0.6,"MU":1.97}},"isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":559203366155632,"gmtCreate":1777555967750,"gmtModify":1777555970362,"author":{"id":"4230778852437452","authorId":"4230778852437452","name":"Yyjxj","avatar":"https://static.tigerbbs.com/f238b6b91580fb01391993ea21e23099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4230778852437452","idStr":"4230778852437452"},"themes":[],"title":"","htmlText":"买到现在盈利就没正过","listText":"买到现在盈利就没正过","text":"买到现在盈利就没正过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559203366155632","repostId":"2631630467","repostType":4,"repost":{"id":"2631630467","kind":"news","pubTimestamp":1777554759,"share":"https://www.laohu8.com/m/news/2631630467?lang=zh_CN&edition=full","pubTime":"2026-04-30 21:12","market":"us","language":"zh","title":"“巴菲特溢价”光环消退！伯克希尔股价掉队，新掌门临危迎战股东大会","url":"https://stock-news.laohu8.com/highlight/detail?id=2631630467","media":"智通财经","summary":"“巴菲特溢价”光环消退，伯克希尔股价失色今年1月正式接任CEO的阿贝尔，正直面一大挑战：他执掌的这家巨头，长期深深烙印着95岁投资传奇巴菲特的印记。巴菲特和芒格执掌的六十年间，市场愿意包容这种特质，但伯克希尔哈撒韦公司低迷的股价表明，股东尚未对阿贝尔给予同等信任。伯克希尔在3月初重启股票回购，随即带动股价回升，此前该公司已长达一年没有向股东进行任何分红。","content":"<html><head></head><body><p>格雷格・阿贝尔即将首次以<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦首席执行官身份召开股东大会，但他遇上了传奇前任沃伦·巴菲特几乎从未面对过的难题：公司股价持续走弱。</p><p>伯克希尔市值高达万亿美元，过去素来以长期跑赢市场著称。但自一年前巴菲特宣布卸任、将管理权交棒阿贝尔以来，公司股价表现大幅落后大盘。截至本周三，<a href=\"https://laohu8.com/S/BRK.B\">伯克希尔B</a>类股过去12个月跑输<a href=\"https://laohu8.com/S/161125\">标普500</a>指数超37个百分点，创下2000年以来最差的年度表现。</p><p><a href=\"https://laohu8.com/S/KHC\">卡夫亨氏</a>(KHC.US)等部分持仓个股表现不佳，是伯克希尔股价低迷的部分原因。与此同时，当前股市追捧人工智能、整体估值高企，使得手握3730亿美元巨额现金的伯克希尔很难找到合适的深度价值投资机会。阿贝尔大概率会在本周六的股东大会上谈及这些问题，但股价低迷还有一个更难化解的深层原因：随着“股神”巴菲特的卸任，投资者对伯克希尔的短板不再宽容。这位63岁的新任CEO，还需要时间赢回昔日巴菲特与芒格在市场中积攒的信任。</p><p>Hudson <a href=\"https://laohu8.com/S/VPGLF\">Value Partners</a>基金经理克里斯托弗・戴维斯表示：“作为投资者，我们认可阿贝尔坚守原有投资策略的做法。但市场更希望看到他复刻一次经典的伯克希尔式投资，以此证明换了掌舵人，这套投资体系依旧能平稳运转。”Hudson <a href=\"https://laohu8.com/S/00806\">Value Partners</a>自2019年以来一直持有伯克希尔股票。</p><h2 id=\"id_2198669893\">“巴菲特溢价”光环消退，伯克希尔股价失色</h2><p>今年1月正式接任CEO的阿贝尔，正直面一大挑战：他执掌的这家巨头，长期深深烙印着95岁投资传奇巴菲特的印记。</p><p>凭借巴菲特独到的选股眼光与稳健的资金配置能力，伯克希尔哈撒韦公司61年的发展历程中，其股价常年跑赢标普500指数。近几十年虽然超额收益有所收窄，但整体业绩依旧亮眼：自 1997 年巴菲特掌舵以来，伯克希尔 B 类股年均涨幅达 11%，较同期标普 500 年化总回报率高出整整 1 个百分点。</p><p>也正因如此，投资者一直愿意为伯克希尔支付“巴菲特溢价”，使得公司估值长期高于市场平均水平。阿贝尔已承诺延续巴菲特的投资逻辑与风险管控思路，本次股东大会也以 “传奇延续” 为主题。但股东们可能还需要数年时间才能确信阿贝尔能够达到其前任的投资水平。</p><p>“巴菲特为公司营造了一种神秘感，一种心理上的光环，”长期持有伯克希尔股份并撰写过多本关于巴菲特书籍的劳伦斯·坎宁安说道。“如今他不再掌舵，这份光环必然慢慢淡化，最终直接反映在股价上。”</p><p>市场的担忧也体现在伯克希尔的市净率上。过去一年公司市净率持续回落，目前约1.4 倍，而去年股东大会前夕接近1.8 倍。</p><p>瑞银集团保险分析师布莱恩·梅雷迪思表示，鉴于伯克希尔哈撒韦公司的估值，巴菲特的卸任“在某种程度上促使一些持有该公司股票的人抛售股票” 。</p><p>伯克希尔市净率下滑</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/120a1d6834133ff298352a046a07eae0\" tg-width=\"668\" tg-height=\"420\"/></p><p>分析师还指出，阿贝尔运营能力出众，曾把伯克希尔能源业务做成核心盈利板块，但他缺乏资产管理从业背景，而这正是伯克希尔 CEO 的核心职责之一。</p><p>CFRA 研究分析师凯茜・赛弗特直言：“阿贝尔业务运营经验扎实，却从未专业管理过投资资金。”</p><h2 id=\"id_2300097221\">市场耐心日渐耗尽，新掌门“压力山大”</h2><p>巴菲特离任后，那些积压多年的隐患也变得愈发突出。</p><p>伯克希尔旗下保险业务营收增长乏力、盈利不及预期，持续打压市场情绪。去年第四季度，伯克希尔保险承保业务的利润暴跌超54%，而同行大多业绩超出预期。</p><p>赛弗特指出，去年公司对卡夫亨氏和<a href=\"https://laohu8.com/S/OXY\">西方石油</a>合计计提83亿美元资产减值，损害了该公司作为成功收购者的声誉。去年，公司整体营业利润下降了6%。</p><p>信息披露不足是另一大痛点。体量如此庞大的上市公司里，唯有伯克希尔没有专门的投资者关系部门，除每年5月在奥马哈举行的年度股东大会之外，从不举办任何投资者日活动。巴菲特和芒格执掌的六十年间，市场愿意包容这种特质，但伯克希尔哈撒韦公司低迷的股价表明，股东尚未对阿贝尔给予同等信任。</p><p>此外，整体市场估值高企，价值投资陷入困境。中东局势紧张之下，人工智能热潮依旧推着美股不断创新高，多项估值指标已处高位，就连巴菲特青睐的股市总市值 / GDP 指标，当前也突破 220%，接近历史峰值。</p><p>巴菲特青睐的估值指标并非发出“买入”信号</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03bcbc22b48fae20dc4012565019965d\" tg-width=\"649\" tg-height=\"537\"/></p><p>彭博行业研究分析师马修·帕拉佐拉表示：“市场可能不指望阿贝尔像巴菲特那样做出长期重磅投资，但期待看到他独立挖掘价值标的，而这本身就需要时间。”</p><p>对期盼利好消息的股东而言，阿贝尔的小幅动作已带来信心。伯克希尔在3月初重启股票回购，随即带动股价回升，此前该公司已长达一年没有向股东进行任何分红。</p><p>阿贝尔也着手调整管理层，新增总法律顾问，同时两名核心高管离任。本周六的股东大会，还将进一步展现伯克希尔的高管储备实力。</p><p>不过对于忠实价值投资者而言，过度纠结短期股价本就违背伯克希尔的投资初心，他们始终信奉巴菲特导师格雷厄姆的理念：长期来看，股价终将回归企业基本面。</p><p>但眼下，所有投资者都在期待阿贝尔守住伯克希尔的基本面根基。</p><p>投行KBW分析师迈耶・希尔兹表示，巴菲特享有极高的市场信任与声望。如今阿贝尔接棒掌舵，前路注定任重道远。</p></body></html>","source":"stock_zhitongcaijing","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>“巴菲特溢价”光环消退！伯克希尔股价掉队，新掌门临危迎战股东大会</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\">\n“巴菲特溢价”光环消退！伯克希尔股价掉队，新掌门临危迎战股东大会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-30 21:12 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1437489.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格雷格・阿贝尔即将首次以伯克希尔哈撒韦首席执行官身份召开股东大会，但他遇上了传奇前任沃伦·巴菲特几乎从未面对过的难题：公司股价持续走弱。伯克希尔市值高达万亿美元，过去素来以长期跑赢市场著称。但自一年前巴菲特宣布卸任、将管理权交棒阿贝尔以来，公司股价表现大幅落后大盘。截至本周三，伯克希尔B类股过去12个月跑输标普500指数超37个百分点，创下2000年以来最差的年度表现。卡夫亨氏(KHC.US)等...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1437489.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f3ecc14db02762fcb82cdbb76e654301","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BRKC":"YieldMax BRK.B Option Income ETF","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BK4585":"ETF&股票定投概念","BRKD":"Direxion Daily BRKB Bear 1X Shares","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","BRK.A":"伯克希尔","BRKU":"2倍做多BRKB ETF-Direxion","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1437489.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2631630467","content_text":"格雷格・阿贝尔即将首次以伯克希尔哈撒韦首席执行官身份召开股东大会，但他遇上了传奇前任沃伦·巴菲特几乎从未面对过的难题：公司股价持续走弱。伯克希尔市值高达万亿美元，过去素来以长期跑赢市场著称。但自一年前巴菲特宣布卸任、将管理权交棒阿贝尔以来，公司股价表现大幅落后大盘。截至本周三，伯克希尔B类股过去12个月跑输标普500指数超37个百分点，创下2000年以来最差的年度表现。卡夫亨氏(KHC.US)等部分持仓个股表现不佳，是伯克希尔股价低迷的部分原因。与此同时，当前股市追捧人工智能、整体估值高企，使得手握3730亿美元巨额现金的伯克希尔很难找到合适的深度价值投资机会。阿贝尔大概率会在本周六的股东大会上谈及这些问题，但股价低迷还有一个更难化解的深层原因：随着“股神”巴菲特的卸任，投资者对伯克希尔的短板不再宽容。这位63岁的新任CEO，还需要时间赢回昔日巴菲特与芒格在市场中积攒的信任。Hudson Value Partners基金经理克里斯托弗・戴维斯表示：“作为投资者，我们认可阿贝尔坚守原有投资策略的做法。但市场更希望看到他复刻一次经典的伯克希尔式投资，以此证明换了掌舵人，这套投资体系依旧能平稳运转。”Hudson Value Partners自2019年以来一直持有伯克希尔股票。“巴菲特溢价”光环消退，伯克希尔股价失色今年1月正式接任CEO的阿贝尔，正直面一大挑战：他执掌的这家巨头，长期深深烙印着95岁投资传奇巴菲特的印记。凭借巴菲特独到的选股眼光与稳健的资金配置能力，伯克希尔哈撒韦公司61年的发展历程中，其股价常年跑赢标普500指数。近几十年虽然超额收益有所收窄，但整体业绩依旧亮眼：自 1997 年巴菲特掌舵以来，伯克希尔 B 类股年均涨幅达 11%，较同期标普 500 年化总回报率高出整整 1 个百分点。也正因如此，投资者一直愿意为伯克希尔支付“巴菲特溢价”，使得公司估值长期高于市场平均水平。阿贝尔已承诺延续巴菲特的投资逻辑与风险管控思路，本次股东大会也以 “传奇延续” 为主题。但股东们可能还需要数年时间才能确信阿贝尔能够达到其前任的投资水平。“巴菲特为公司营造了一种神秘感，一种心理上的光环，”长期持有伯克希尔股份并撰写过多本关于巴菲特书籍的劳伦斯·坎宁安说道。“如今他不再掌舵，这份光环必然慢慢淡化，最终直接反映在股价上。”市场的担忧也体现在伯克希尔的市净率上。过去一年公司市净率持续回落，目前约1.4 倍，而去年股东大会前夕接近1.8 倍。瑞银集团保险分析师布莱恩·梅雷迪思表示，鉴于伯克希尔哈撒韦公司的估值，巴菲特的卸任“在某种程度上促使一些持有该公司股票的人抛售股票” 。伯克希尔市净率下滑分析师还指出，阿贝尔运营能力出众，曾把伯克希尔能源业务做成核心盈利板块，但他缺乏资产管理从业背景，而这正是伯克希尔 CEO 的核心职责之一。CFRA 研究分析师凯茜・赛弗特直言：“阿贝尔业务运营经验扎实，却从未专业管理过投资资金。”市场耐心日渐耗尽，新掌门“压力山大”巴菲特离任后，那些积压多年的隐患也变得愈发突出。伯克希尔旗下保险业务营收增长乏力、盈利不及预期，持续打压市场情绪。去年第四季度，伯克希尔保险承保业务的利润暴跌超54%，而同行大多业绩超出预期。赛弗特指出，去年公司对卡夫亨氏和西方石油合计计提83亿美元资产减值，损害了该公司作为成功收购者的声誉。去年，公司整体营业利润下降了6%。信息披露不足是另一大痛点。体量如此庞大的上市公司里，唯有伯克希尔没有专门的投资者关系部门，除每年5月在奥马哈举行的年度股东大会之外，从不举办任何投资者日活动。巴菲特和芒格执掌的六十年间，市场愿意包容这种特质，但伯克希尔哈撒韦公司低迷的股价表明，股东尚未对阿贝尔给予同等信任。此外，整体市场估值高企，价值投资陷入困境。中东局势紧张之下，人工智能热潮依旧推着美股不断创新高，多项估值指标已处高位，就连巴菲特青睐的股市总市值 / GDP 指标，当前也突破 220%，接近历史峰值。巴菲特青睐的估值指标并非发出“买入”信号彭博行业研究分析师马修·帕拉佐拉表示：“市场可能不指望阿贝尔像巴菲特那样做出长期重磅投资，但期待看到他独立挖掘价值标的，而这本身就需要时间。”对期盼利好消息的股东而言，阿贝尔的小幅动作已带来信心。伯克希尔在3月初重启股票回购，随即带动股价回升，此前该公司已长达一年没有向股东进行任何分红。阿贝尔也着手调整管理层，新增总法律顾问，同时两名核心高管离任。本周六的股东大会，还将进一步展现伯克希尔的高管储备实力。不过对于忠实价值投资者而言，过度纠结短期股价本就违背伯克希尔的投资初心，他们始终信奉巴菲特导师格雷厄姆的理念：长期来看，股价终将回归企业基本面。但眼下，所有投资者都在期待阿贝尔守住伯克希尔的基本面根基。投行KBW分析师迈耶・希尔兹表示，巴菲特享有极高的市场信任与声望。如今阿贝尔接棒掌舵，前路注定任重道远。","news_type":1,"symbols_score_info":{"BRK.A":1.98,"BRKD":0.6,"BRK.B":1.91,"BRKW":0.6,"BRKC":0.6,"BRKU":0.6}},"isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558564867352480,"gmtCreate":1777400156839,"gmtModify":1777405443826,"author":{"id":"4230778852437452","authorId":"4230778852437452","name":"Yyjxj","avatar":"https://static.tigerbbs.com/f238b6b91580fb01391993ea21e23099","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4230778852437452","idStr":"4230778852437452"},"themes":[],"title":"","htmlText":"<a 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