巴菲特新动向：伯克希尔增持Sirius XM，什么信号？

金十数据10-14

伯克希尔·哈撒韦最近增持了卫星广播公司Sirius XM Holdings的股份，上周末以约8700万美元购入了360万股。现在，伯克希尔哈撒韦A持有Sirius XM1.087亿股，拥有32%的股份。根据上周五向美国证券交易委员会提交的4号文件显示，伯克希尔是在上周三到周五期间以接近每股24.50美元的平均价格进行的此次购买。今年，伯克希尔显著增加了其持股，主要是通过购买Liberty ...

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。

精彩评论

左岸向日葵 two
10-14
左岸向日葵 two
抄抄作业
彝家阿黑哥
10-14
彝家阿黑哥
这是一家做什么的公司呢？

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1150848014?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/1ca69e86e4e84847ee631b66e8f4785c","is_english":false,"pubTime":"2024-10-14 17:04","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1150848014","market":"us","top_or_hot":-1,"title":"巴菲特新动向：伯克希尔增持Sirius XM，什么信号？","media":"金十数据","content":"<div>\n<p>伯克希尔·哈撒韦最近增持了卫星广播公司Sirius XM Holdings的股份，上周末以约8700万美元购入了360万股。现在，伯克希尔哈撒韦A持有Sirius XM1.087亿股，拥有32%的股份。根据上周五向美国证券交易委员会提交的4号文件显示，伯克希尔是在上周三到周五期间以接近每股24.50美元的平均价格进行的此次购买。今年，伯克希尔显著增加了其持股，主要是通过购买Liberty ...</p>\n\n<a href=\"https://xnews.jin10.com/details/150332\">网页链接</a>\n\n</div>\n","source":"jssj","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>巴菲特新动向：伯克希尔增持Sirius XM，什么信号？</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巴菲特新动向：伯克希尔增持Sirius XM，什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-14 17:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/150332><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯克希尔·哈撒韦最近增持了卫星广播公司Sirius XM Holdings的股份，上周末以约8700万美元购入了360万股。现在，伯克希尔哈撒韦A持有Sirius XM1.087亿股，拥有32%的股份。根据上周五向美国证券交易委员会提交的4号文件显示，伯克希尔是在上周三到周五期间以接近每股24.50美元的平均价格进行的此次购买。今年，伯克希尔显著增加了其持股，主要是通过购买Liberty ...</p>\n\n<a href=\"https://xnews.jin10.com/details/150332\">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":"SIRI","symbol_name":"Sirius XM Holdings Inc.","start_time":0,"source_url":"https://xnews.jin10.com/details/150332","article_id":"1150848014","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/1ca69e86e4e84847ee631b66e8f4785c"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1150848014","pubTimestamp":1728896681,"sourceInfo":{"source_id":"jssj","name":"金十数据"},"weMediaInfo":null,"summary":"Sirius XM目前的交易价格便宜。","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SIRI":"Sirius XM Holdings Inc."},"translate_title":"Buffett's new trend: Berkshire increases its holdings of Sirius XM, what signal?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/585ff168e2f3fdb5f8ee42f66d564d87","symbols_score_info":{"SIRI":1.1},"content_text":"伯克希尔·哈撒韦最近增持了卫星广播公司Sirius XM Holdings的股份，上周末以约8700万美元购入了360万股。现在，伯克希尔哈撒韦A持有Sirius XM1.087亿股，拥有32%的股份。根据上周五向美国证券交易委员会提交的4号文件显示，伯克希尔是在上周三到周五期间以接近每股24.50美元的平均价格进行的此次购买。今年，伯克希尔显著增加了其持股，主要是通过购买Liberty Sirius XM，这是一种追踪Sirius XM的股票，该股票在9月初与卫星广播运营商合并。周五，Sirius XM的股票上涨2.6%，至24.93美元，但今年迄今下跌约55%。投资者对该平台在自费用户方面的轻微亏损、收入平稳、用户基础老化以及公司高达100亿美元的债务表示担忧。该服务主要用于汽车，但公司正在寻求扩大平台。到6月底，Sirius XM拥有3150万名自费用户。据认为，伯克希尔在Sirius XM的持股由Ted Weschler管理，他是与首席执行官巴菲特一起管理伯克希尔3000多亿美元股票投资组合的两位投资经理之一。Sirius XM目前的交易价格便宜，约为2025年预期每股盈利约3.10美元的八倍，并且拥有超过4%的股息收益率。《巴伦周刊》近期对该公司的评价较为积极，称其估值较低，但一些华尔街分析师对该股票持负面看法。摩根大通分析师Sebastiano Petti上周以“减持”评级恢复了对该公司的覆盖，目标价为20美元。Petti在客户报告中写道，“较低的EBITDA增长前景、较高的资本支出以及暂停股票回购将继续影响SIRI的情绪。”预计该公司的息税折旧摊销前利润（EBITDA）相较于2023年将持平。Petti表示，由于公司专注于减少债务，股票回购可能要到2027年才能恢复。Sirius XM董事长Greg Maffei表示，巴菲特非常喜欢这个平台，并在开着他的凯迪拉克时收听Siriusly Sinatra频道，该频道播放经典美国歌曲。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":359917791695016,"gmtCreate":1728902233623,"gmtModify":1728902236300,"author":{"id":"3571882127609888","authorId":"3571882127609888","name":"左岸向日葵 two","avatar":"https://static.tigerbbs.com/63e92df45c4f34256e9ed05d44553095","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1,"idStr":"3571882127609888","authorIdStr":"3571882127609888"},"htmlText":"抄抄作业","listText":"抄抄作业","text":"抄抄作业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359917791695016","repostId":1150848014,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":359918590537992,"gmtCreate":1728897366713,"gmtModify":1728897368568,"author":{"id":"3525842395103999","authorId":"3525842395103999","name":"彝家阿黑哥","avatar":"https://static.tigerbbs.com/6cc6b3ae782876f9a394aed9d99d2311","vip":1,"crmLevel":5,"crmLevelSwitch":1,"idStr":"3525842395103999","authorIdStr":"3525842395103999"},"htmlText":"这是一家做什么的公司呢？","listText":"这是一家做什么的公司呢？","text":"这是一家做什么的公司呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/359918590537992","repostId":1150848014,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":6,"commentSize":2,"repostSize":2,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1150848014"}