97岁芒格再度开新仓，逆势加仓中国股票

资本深潜号2021-04-07

据美国证监会网站，截至今年一季度末，查理·芒格担任董事长的Daily Journal（每日期刊公司）披露最新持仓明细。与众多投资人“长串”的持仓明细不同，芒格的持仓非常简洁，总计五只美股股票，持仓市值总计1.97亿美元，折合人民币12.9亿元规模。芒格的“藏宝箱”以小而美著称，这符合其集中持股的策略。最吸引市场关注的是，芒格持仓中新增阿里巴巴。过去他一直唱好比亚迪，最新迹象表明这位老人家“买...

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

新加坡的大螃蟹
2021-04-08
新加坡的大螃蟹
我跟芒格老师傅
- 53570b80:
  [开心]
范师傅
2021-04-07
范师傅
1
LMF83
2021-04-07
LMF83
[微笑]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1187735743?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/7ede74b0434b73c8b7efd78492555ed3","is_english":false,"pubTime":"2021-04-07 21:42","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1187735743","market":"us","top_or_hot":-1,"title":"97岁芒格再度开新仓，逆势加仓中国股票","media":"资本深潜号","content":"<div>\n<p>据美国证监会网站，截至今年一季度末，查理·芒格担任董事长的Daily Journal（每日期刊公司）披露最新持仓明细。\n与众多投资人“长串”的持仓明细不同，芒格的持仓非常简洁，总计五只美股股票，持仓市值总计1.97亿美元，折合人民币12.9亿元规模。\n芒格的“藏宝箱”以小而美著称，这符合其集中持股的策略。\n最吸引市场关注的是，芒格持仓中新增阿里巴巴。过去他一直唱好比亚迪，最新迹象表明这位老人家“买...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YdQ-CcogEahHgwoBvIRHxg\">网页链接</a>\n\n</div>\n","source":"lsy1570542988954","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>97岁芒格再度开新仓，逆势加仓中国股票</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\">\n97岁芒格再度开新仓，逆势加仓中国股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-07 21:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/YdQ-CcogEahHgwoBvIRHxg><strong>资本深潜号</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据美国证监会网站，截至今年一季度末，查理·芒格担任董事长的Daily Journal（每日期刊公司）披露最新持仓明细。\n与众多投资人“长串”的持仓明细不同，芒格的持仓非常简洁，总计五只美股股票，持仓市值总计1.97亿美元，折合人民币12.9亿元规模。\n芒格的“藏宝箱”以小而美著称，这符合其集中持股的策略。\n最吸引市场关注的是，芒格持仓中新增阿里巴巴。过去他一直唱好比亚迪，最新迹象表明这位老人家“买...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/YdQ-CcogEahHgwoBvIRHxg\">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":"BABA","symbol_name":"阿里巴巴","start_time":0,"source_url":"https://mp.weixin.qq.com/s/YdQ-CcogEahHgwoBvIRHxg","article_id":"1187735743","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/7ede74b0434b73c8b7efd78492555ed3"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1187735743","pubTimestamp":1617802935,"columns":[],"sourceInfo":{"source_id":"lsy1570542988954","name":"资本深潜号"},"weMediaInfo":null,"summary":"据美国证监会网站，截至今年一季度末，查理·芒格担任董事长的Daily Journal（每日期刊公司）披露最新持仓明细。\n与众多投资人“长串”的持仓明细不同，芒格的持仓非常简洁，总计五只美股股票，持仓市","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BABA":"阿里巴巴"},"translate_title":"Munger, 97, opened a new position again and added Chinese stocks against the trend","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bd754f14b4de58bf8acb9d472a8a094f","symbols_score_info":{"BABA":0.9},"content_text":"据美国证监会网站，截至今年一季度末，查理·芒格担任董事长的Daily Journal（每日期刊公司）披露最新持仓明细。\n与众多投资人“长串”的持仓明细不同，芒格的持仓非常简洁，总计五只美股股票，持仓市值总计1.97亿美元，折合人民币12.9亿元规模。\n芒格的“藏宝箱”以小而美著称，这符合其集中持股的策略。\n最吸引市场关注的是，芒格持仓中新增阿里巴巴。过去他一直唱好比亚迪，最新迹象表明这位老人家“买中国”的动作，又有着新招式。\n01、建仓阿里巴巴\n截至今年3月31日，Daily Journal持有美股阿里巴巴16.5万股，持仓市值为3748.3万美元。\n可见，芒格正式建仓阿里巴巴。\n阿里巴巴的地位在“藏宝箱”中相当高。\n持仓组合中，还有另外四家公司，分别为富国银行、美国银行、浦项制铁和美国合众银行。\n对比发现，阿里巴巴位列Daily Journal的第三大持仓，持仓占比达20%。前两大持仓股票为美国银行和富国银行，最新持仓市值为8899万美元和6219万美元。\n2020年10月底，阿里巴巴触及300美元/股之后，持续下跌，截至今年3月31日，股价累计跌幅为22%。\n阿里巴巴股价在今年1月和3月两次探底，给芒格抄底提供了良机。\n此外，芒格对阿里巴巴是通过美国存托凭证(ADR)持股。\n02、继续持有钢铁公司\n芒格五大重仓股中，有一家韩国公司浦项制铁（POSCO），持股数量为9745股，是整个持仓占比最低的股票，但早在2008年底就进入芒格持仓。\n芒格曾称浦项制铁称为“世界上最有效率的钢铁公司”。\n浦项是韩国的一个地名，这家公司在此设有厂房，但浦项制铁并不局限于韩国，成立于1968年，是全球最大的钢铁制造厂商之一，每年为全球超过六十个国家客户提供包括热轧钢卷、钢板、钢条、冷轧钢板、电导钢片和不锈钢产品等产品。\n03、集中持股\n凝聚芒格投资意思的《穷查理宝典》中，有两点核心投资原则：\n持有看好的股票，并保持浓厚的兴趣去提高自己的能力；\n能力圈中做投资，并不断拓展自己的能力圈；等待好的投资机会出现，一旦出现，倾全力集中投资。\n在芒格看来，股价合理的卓越企业，胜过股价便宜的平庸企业，即便有些股票虽然价格是其账面价值的两三倍，但仍然是非常便宜的。选好股票后，芒格大量且长期持有。\n这也就是芒格口中的“坐等投资法则”，或许他看到了阿里巴巴深度价值。","kind":"news","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":1},"commentList":[{"id":341216540,"gmtCreate":1617825904481,"gmtModify":1634296328255,"author":{"id":"3568714154755778","authorId":"3568714154755778","name":"新加坡的大螃蟹","avatar":"https://static.tigerbbs.com/007de9b4510c270a143451a9ede3800a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3568714154755778","authorIdStr":"3568714154755778"},"htmlText":"我跟芒格老师傅","listText":"我跟芒格老师傅","text":"我跟芒格老师傅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/341216540","repostId":1187735743,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3981666,"gmtCreate":1617834138201,"gmtModify":1635742556707,"authorId":3577397803511360,"author":{"id":3577397803511360,"idStr":"3577397803511360","authorId":3577397803511360,"name":"53570b80","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":341216540,"type":1,"supId":0,"prevId":0,"content":"[开心]","text":"[开心]","html":"[开心]"}],"langContent":"CN"},{"id":341638017,"gmtCreate":1617807086539,"gmtModify":1617807086539,"author":{"id":"3545976002497689","authorId":"3545976002497689","name":"范师傅","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3545976002497689","authorIdStr":"3545976002497689"},"htmlText":"1","listText":"1","text":"1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341638017","repostId":1187735743,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":341824099,"gmtCreate":1617804037711,"gmtModify":1634296415391,"author":{"id":"3579339677923534","authorId":"3579339677923534","name":"LMF83","avatar":"https://static.tigerbbs.com/56dc434dc3f7260a3a261a177ae17b1e","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3579339677923534","authorIdStr":"3579339677923534"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341824099","repostId":1187735743,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":16,"commentSize":3,"repostSize":0,"favoriteSize":1,"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":"4.29.4","shortVersion":"4.29.4","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/1187735743"}