巴菲特接班人大举建仓，梅西百货盘前跳涨近4%_老虎社区_美港股上老虎

巴菲特接班人大举建仓，梅西百货盘前跳涨近4%

环球市场播报05-18

百货商店运营商梅西百货股价在周一盘前交易中上涨近4%。此前一份监管申报文件披露，伯克希尔·哈撒韦公司在第一季度新建了梅西百货的头寸。根据截至3月31日的持股计算，该头寸价值约5500万美元。　　市场解读：由投资副手操盘　　对于市值接近万亿美元的伯克希尔而言，5500万美元的仓位规模非常小，仅为苹果等重仓股的零头。因此市场普遍猜测，这笔交易是由负责管理公司约6%股权投资组合的投资副手泰德·韦斯勒...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

暂无评论

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2636199073?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-05-18 20:19","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2636199073","market":"fut","top_or_hot":-1,"title":"巴菲特接班人大举建仓，梅西百货盘前跳涨近4%","media":"环球市场播报","content":"<div>\n<p>百货商店运营商梅西百货股价在周一盘前交易中上涨近4%。此前一份监管申报文件披露，伯克希尔·哈撒韦公司在第一季度新建了梅西百货的头寸。根据截至3月31日的持股计算，该头寸价值约5500万美元。\n　　市场解读：由投资副手操盘\n　　对于市值接近万亿美元的伯克希尔而言，5500万美元的仓位规模非常小，仅为苹果等重仓股的零头。因此市场普遍猜测，这笔交易是由负责管理公司约6%股权投资组合的投资副手泰德·韦斯勒...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-18/doc-inhyirni7993963.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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>巴菲特接班人大举建仓，梅西百货盘前跳涨近4%</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: 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巴菲特接班人大举建仓，梅西百货盘前跳涨近4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-18 20:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-05-18/doc-inhyirni7993963.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>百货商店运营商梅西百货股价在周一盘前交易中上涨近4%。此前一份监管申报文件披露，伯克希尔·哈撒韦公司在第一季度新建了梅西百货的头寸。根据截至3月31日的持股计算，该头寸价值约5500万美元。\n　　市场解读：由投资副手操盘\n　　对于市值接近万亿美元的伯克希尔而言，5500万美元的仓位规模非常小，仅为苹果等重仓股的零头。因此市场普遍猜测，这笔交易是由负责管理公司约6%股权投资组合的投资副手泰德·韦斯勒...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-18/doc-inhyirni7993963.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2168563687.JPY","symbol_name":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-18/doc-inhyirni7993963.shtml","article_id":"2636199073","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2636199073","pubTimestamp":1779106740,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"百货商店运营商梅西百货股价在周一盘前交易中上涨近4%。此前一份监管申报文件披露，伯克希尔·哈撒韦公司在第一季度新建了梅西百货的头寸。根据截至3月31日的持股计算，该头寸价值约5500万美元。　　对于梅西百货而言，伯克希尔的入场无疑为其正在进行的战略重组注入了强心针。截至目前，梅西百货方面未就此消息发表评论。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","BRKC":"YieldMax BRK.B Option Income ETF","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BRKD":"Direxion Daily BRKB Bear 1X Shares","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","BRKU":"2倍做多BRKB ETF-Direxion","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BRKW":"Roundhill BRKB WeeklyPay™ ETF","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","M":"梅西百货","LU0971096721.USD":"富达环球金融服务 A","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4581":"高盛持仓","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4176":"多领域控股","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BRK.B":"伯克希尔B","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC"},"translate_title":"Macy's jumped nearly 4% premarket as Buffett's successor opened positions on a large scale","themeId":"315295bbe8125567626738ce02d2e623","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRKC":0.6,"BRKD":0.6,"BRKU":0.6,"BRKW":0.6,"M":1.95,"BRK.B":1.9},"content_text":"百货商店运营商梅西百货股价在周一盘前交易中上涨近4%。此前一份监管申报文件披露，伯克希尔·哈撒韦公司在第一季度新建了梅西百货的头寸。根据截至3月31日的持股计算，该头寸价值约5500万美元。\n　　市场解读：由投资副手操盘\n　　对于市值接近万亿美元的伯克希尔而言，5500万美元的仓位规模非常小，仅为苹果等重仓股的零头。因此市场普遍猜测，这笔交易是由负责管理公司约6%股权投资组合的投资副手泰德·韦斯勒主导完成的。韦斯勒此前以投资冷门中小盘股著称，曾为伯克希尔发掘过DaVita等标的。\n　　“后巴菲特时代”的首份13F\n　　这份13F文件是伯克希尔在正式进入“后巴菲特时代”后的首份完整持股调整资料，被市场视为新管理团队投资方向的重要风向球。文件显示，新任CEO格雷格·阿贝尔领导下的伯克希尔在第一季度不仅建仓了梅西百货，还大举重返航空股，并大幅增持了Alphabet。\n　　对于梅西百货而言，伯克希尔的入场无疑为其正在进行的战略重组注入了强心针。截至目前，梅西百货方面未就此消息发表评论。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}