Sirius XM获巴菲特增持，“股神”信徒们会否跟随?_老虎社区_美港股上老虎

Sirius XM获巴菲特增持，“股神”信徒们会否跟随?

智通财经2025-02-04

伯克希尔哈撒韦公司增持价值5400万美元的Sirius XM股票智通财经APP获悉，有着“股神”称号的和沃伦·巴菲特旗下伯克希尔哈撒韦公司(Berkshire Hathaway)向美国证券交易委员会(SEC)报告了一系列关于Sirius XM(SIRI.US)的股票增持交易，最新SEC文件显示，伯克希尔哈撒韦公司斥资大约5400万美元增持Sirius XM。有分析人士表示，“股神”巴菲特增持冷门...

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2024年股价跌幅高达56%，大幅跑输标普500指数。此次SEC披露文件属于持股比例10%以上股东的交易披露。以下是SEC备案的详细信息：以下是更早时间段的Sirius XM内部人持股及变动情况。持股情况可能包括直接和间接持股：巴菲特领导下的伯克希尔哈撒韦此次增持 Sirius XM 股票，反映出其对该公司长期增长前景的信心。有市场观察人士表示，巴菲特作为长期价值投资者，其加仓行为往往被市场解读为该股仍具备长期投资价值。此外，伯克希尔的持仓比例高达35%，接近战略投资级别，这意味着未来该公司有更大可能进行深度业务经营参与，或推动更积极的管理层决策。从金融市场投资角度看，投资者们后续可能愈发关注Sirius XM 的财务基本面状况，包括营收增长及盈利空间，华尔街分析师们对流媒体和卫星广播行业的整体增长预期，特别是在竞争激烈的数字化音频领域，最重要的是关注伯克希尔哈撒韦后续的持股变动，是否会继续增持或进行其他资本运作。Sirius XM Holdings Inc.是一家美国广播服务公司，主要通过卫星广播和网络广播的方式向北美地区(美国及加拿大)用户提供音频娱乐服务。其核心业务是基于订阅模式提供多样化的音频内容，包括音乐、体育、谈话、新闻、戏剧和其他娱乐节目。该公司由原本的两家卫星电台——Sirius卫星电台和XM卫星电台，于2008年合并而成，随后不断拓展业务版图，不仅与多家北美大型汽车制造商建立了深度合作，将卫星收音机内置于新款式车型中，还通过收购Pandora等流媒体音频服务平台，构建起覆盖传统卫星广播和数字流媒体的全方位音频娱乐生态。Sirius XM在北美车载娱乐市场中占有显著份额，该公司通过长期与汽车制造商建立合作关系，锁定了大量车载用户群体，其业务模式形成了较为稳固的现金流来源。稳定的自由现金流不仅保障了日常运营，还为未来的股东回报(比如股东分红以及股票回购)提供了坚实的基本面基础。Sirius XM凭借早期的技术积累和长期合作关系，形成了较高的行业壁垒，大部分新车均标配Sirius XM设备，这一“内嵌式”合作模式使得竞争对手难以短期内撼动其市场地位。尽管Sirius XM目前面临短期挑战(比如用户流失、竞争加剧以及流媒体转型压力)，但是从长远投资角度来看，Sirius XM极其稳定的订阅模式、持续的自由现金流以及行业内的独特地位，加之流媒体业务占比提升，都使其具备较高的长期投资吸引力。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}