减持苹果后悔了？巴菲特说可能是个错误

华尔街见闻2021-05-02

今年的股东大会上，巴菲特承认去年抛售部分苹果股票可能是错误的决策。去年一年，苹果股价累涨约81%，涨幅领先谷歌、亚马逊等其他龙头科技股。伯克希尔此前公布，去年四季度减持苹果逾5700万股，持有的股份数较三季度减少6%，降至约8.87亿股。巴菲特本周六在股东大会上说：“去年我们得到了买入的机会，而我出售了部分股票。我们的股东还看到持有的股票增加了，那是因为我们回购了（伯克希尔的）股票。但那（抛售）...

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

Paulyang
2021-05-02
Paulyang
苹果公告的运营模式和财报一直都很不错，我相信，在中长期内这一定是个很有投资价值的公司！
chanel28
2021-05-02
chanel28
好
- chanel28:
  好
- Paulyang:
  好
LunLun6767
2021-05-02
LunLun6767
老猫烧须[龇牙] [龇牙] [龇牙]
cy8
2021-05-02
cy8
Really?
adam888888
2021-05-02
adam888888
👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻
- 呆牛张:
  长期看苹果绝对价值。短期看要调整了
- Paulyang:
  我同意

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2132159853?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4","is_english":false,"pubTime":"2021-05-02 07:07","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2132159853","market":"us","top_or_hot":-1,"title":"减持苹果后悔了？巴菲特说可能是个错误","media":"华尔街见闻","content":"<div>\n<p>今年的股东大会上，巴菲特承认去年抛售部分苹果股票可能是错误的决策。去年一年，苹果股价累涨约81%，涨幅领先谷歌、亚马逊等其他龙头科技股。伯克希尔此前公布，去年四季度减持苹果逾5700万股，持有的股份数较三季度减少6%，降至约8.87亿股。巴菲特本周六在股东大会上说：“去年我们得到了买入的机会，而我出售了部分股票。我们的股东还看到持有的股票增加了，那是因为我们回购了（伯克希尔的）股票。但那（抛售）...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629534\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>减持苹果后悔了？巴菲特说可能是个错误</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减持苹果后悔了？巴菲特说可能是个错误\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-02 07:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3629534><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年的股东大会上，巴菲特承认去年抛售部分苹果股票可能是错误的决策。去年一年，苹果股价累涨约81%，涨幅领先谷歌、亚马逊等其他龙头科技股。伯克希尔此前公布，去年四季度减持苹果逾5700万股，持有的股份数较三季度减少6%，降至约8.87亿股。巴菲特本周六在股东大会上说：“去年我们得到了买入的机会，而我出售了部分股票。我们的股东还看到持有的股票增加了，那是因为我们回购了（伯克希尔的）股票。但那（抛售）...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629534\">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":"AAPL","symbol_name":"苹果","start_time":0,"source_url":"https://wallstreetcn.com/articles/3629534","article_id":"2132159853","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/052d0d3a6389985cf72883e9c3047ae4"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3629534","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2132159853","pubTimestamp":1619910450,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"今年的股东大会上，巴菲特承认去年抛售部分苹果股票可能是错误的决策。去年一年，苹果股价累涨约81%，涨幅领先谷歌、亚马逊等其他龙头科技股。伯克希尔此前公布，去年四季度减持苹果逾5700万股，持有的股份数","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"AAPL":"苹果","BRK.B":"伯克希尔B","BRK.A":"伯克希尔"},"translate_title":"Regret reducing Apple? Buffett said it might be a mistake","themeId":"b15c829566094377a05cf333d561d241","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ea85b3151bfc2979fc77dc8c59f8ec67","symbols_score_info":{"AAPL":0.9,"BRK.A":0.9,"BRK.B":0.9},"content_text":"今年的股东大会上，巴菲特承认去年抛售部分苹果股票可能是错误的决策。去年一年，苹果股价累涨约81%，涨幅领先谷歌、亚马逊等其他龙头科技股。伯克希尔此前公布，去年四季度减持苹果逾5700万股，持有的股份数较三季度减少6%，降至约8.87亿股。巴菲特本周六在股东大会上说：“去年我们得到了买入的机会，而我出售了部分股票。我们的股东还看到持有的股票增加了，那是因为我们回购了（伯克希尔的）股票。但那（抛售）可能是个错误。”巴菲特还说，老搭档芒格也觉得那是个错误。截至去年末，苹果持仓在伯克希尔披露的投资资产中占44%。新近财报显示，到今年一季度，苹果仍是伯克希尔的第一大股票持仓，市值1109亿美元。媒体指出，2016年末以来，伯克希尔买入苹果只累计投入了310亿美元，去年抛售套现110亿美元。华尔街见闻注意到，2016年四季度末伯克希尔持有苹果5740万股，当时价值约66.4亿美元，以此估算，四年间伯克希尔持有的苹果股份数增长了14倍以上，市值增长将近16倍。巴菲特本周六称，现在伯克希尔持有苹果5.3%的股份，是很安全的水平，持仓规模远超其他行业企业。自2016年一季度首次建仓苹果以来，巴菲特在多个场合称赞苹果。这次他评价，苹果是非常出色的公司。苹果的CEO库克在创意方面可能不及前任乔布斯，但乔布斯可能在管理等很多方面不如库克。库克是“我们见过最棒的公司管理者”。巴菲特说，苹果的股票是“非常划算的买卖”。苹果的产品在全世界广受欢迎，利润率非常高，客户满意度可以达到99%，对人们的生活不可或缺。“如果一辆车要花3.5万美元，如果你问有些人是想舍弃这辆车还是舍弃他们的苹果（手机），我肯定他们会放弃车。”巴菲特还说，我们一直知道有那种轻资产、高成长的公司。苹果、谷歌、微软和Facebook都是很好的例子。他们是最好的企业，可他们的要价也高。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":101246195,"gmtCreate":1619919066317,"gmtModify":1634209149367,"author":{"id":"3573356109011085","authorId":"3573356109011085","name":"Paulyang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"苹果公告的运营模式和财报一直都很不错，我相信，在中长期内这一定是个很有投资价值的公司！","listText":"苹果公告的运营模式和财报一直都很不错，我相信，在中长期内这一定是个很有投资价值的公司！","text":"苹果公告的运营模式和财报一直都很不错，我相信，在中长期内这一定是个很有投资价值的公司！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101246195","repostId":2132159853,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":101226781,"gmtCreate":1619918015343,"gmtModify":1634209166537,"author":{"id":"3578108171551448","authorId":"3578108171551448","name":"chanel28","avatar":"https://static.tigerbbs.com/3a7ebf65f50ba6566cbb92574d98a8d3","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/101226781","repostId":2132159853,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4195525,"gmtCreate":1619918064246,"gmtModify":1635505936388,"authorId":3578108171551448,"author":{"id":3578108171551448,"authorId":3578108171551448,"name":"chanel28","avatar":"https://static.tigerbbs.com/3a7ebf65f50ba6566cbb92574d98a8d3","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":101226781,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"},{"id":4195823,"gmtCreate":1619919146532,"gmtModify":1635505906059,"authorId":3573356109011085,"author":{"id":3573356109011085,"authorId":3573356109011085,"name":"Paulyang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":101226781,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"}],"langContent":"CN"},{"id":101213233,"gmtCreate":1619915976822,"gmtModify":1634209192690,"author":{"id":"3578562412522571","authorId":"3578562412522571","name":"LunLun6767","avatar":"https://static.tigerbbs.com/e777b1ae53f7859ee574d632a763fd54","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"老猫烧须[龇牙]&nbsp;[龇牙]&nbsp;[龇牙]&nbsp;","listText":"老猫烧须[龇牙]&nbsp;[龇牙]&nbsp;[龇牙]&nbsp;","text":"老猫烧须[龇牙] [龇牙] [龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101213233","repostId":2132159853,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":101676895,"gmtCreate":1619913584317,"gmtModify":1634209224536,"author":{"id":"3581664796192339","authorId":"3581664796192339","name":"cy8","avatar":"https://static.tigerbbs.com/77e0b4689f72344b9882519e0991e43e","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"Really?","listText":"Really?","text":"Really?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101676895","repostId":2132159853,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":101624367,"gmtCreate":1619911063059,"gmtModify":1634209247700,"author":{"id":"3576715327990513","authorId":"3576715327990513","name":"adam888888","avatar":"https://static.tigerbbs.com/f1908f9d0e6086ddc6d187a22f914f31","vip":1,"crmLevel":8,"crmLevelSwitch":0},"htmlText":"👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/101624367","repostId":2132159853,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4194784,"gmtCreate":1619914698580,"gmtModify":1635506011066,"authorId":3578444023405318,"author":{"id":3578444023405318,"authorId":3578444023405318,"name":"呆牛张","avatar":"https://static.tigerbbs.com/c803fd046fefdb1dc03c159c4e606ede","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":101624367,"type":1,"supId":0,"prevId":0,"content":"长期看苹果绝对价值。短期看要调整了","text":"长期看苹果绝对价值。短期看要调整了","html":"长期看苹果绝对价值。短期看要调整了"},{"id":4195827,"gmtCreate":1619919168293,"gmtModify":1635505905695,"authorId":3573356109011085,"author":{"id":3573356109011085,"authorId":3573356109011085,"name":"Paulyang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":101624367,"type":1,"supId":4194784,"prevId":0,"content":"我同意","text":"我同意","html":"我同意"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":16,"commentSize":5,"repostSize":0,"favoriteSize":0,"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":"4.25.1","shortVersion":"4.25.1","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/2132159853"}