手握重金的大公司在做什么？苹果回购金额达897亿美元

Wind2021-09-27

美科技巨头和金融巨头这两年回购力度空前，苹果回购金额第一，近12个月回购金额897亿美元，近5年回购金额达到惊人的3341亿美元。美国的金融和科技巨头在去年，并没有进行巨额并购和开展新业务项目。股神治下的伯克希尔哈撒韦在多年以来一直是反对回购股票的，但坐拥千亿美元现金，「无处可投」，近几年也开始成为回购大户。现金王苹果因反垄断调查缠身，也开始专注「投资自己」。据标准普尔道琼斯指数（S&P ...

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

kim_8904
2021-09-28
kim_8904
good
SDLiuSG
2021-09-28
SDLiuSG
Good
- SDLiuSG:
  share
SteveCcc
2021-09-28
SteveCcc
ok
神话者
2021-09-28
神话者
[微笑]
- 十八顺:
  good [开心] [开心]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2170298466?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/d48dfa66be8caa6517cb956851a00eed","is_english":false,"pubTime":"2021-09-27 23:41","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2170298466","market":"us","top_or_hot":-1,"title":"手握重金的大公司在做什么？苹果回购金额达897亿美元","media":"Wind","content":"<div>\n<p>美科技巨头和金融巨头这两年回购力度空前，苹果回购金额第一，近12个月回购金额897亿美元，近5年回购金额达到惊人的3341亿美元。\n美国的金融和科技巨头在去年，并没有进行巨额并购和开展新业务项目。股神治下的伯克希尔哈撒韦在多年以来一直是反对回购股票的，但坐拥千亿美元现金，「无处可投」，近几年也开始成为回购大户。现金王苹果因反垄断调查缠身，也开始专注「投资自己」。\n据标准普尔道琼斯指数（S&P ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021092722315679f5dbdf&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>手握重金的大公司在做什么？苹果回购金额达897亿美元</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手握重金的大公司在做什么？苹果回购金额达897亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 23:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021092722315679f5dbdf&s=b><strong>Wind</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美科技巨头和金融巨头这两年回购力度空前，苹果回购金额第一，近12个月回购金额897亿美元，近5年回购金额达到惊人的3341亿美元。\n美国的金融和科技巨头在去年，并没有进行巨额并购和开展新业务项目。股神治下的伯克希尔哈撒韦在多年以来一直是反对回购股票的，但坐拥千亿美元现金，「无处可投」，近几年也开始成为回购大户。现金王苹果因反垄断调查缠身，也开始专注「投资自己」。\n据标准普尔道琼斯指数（S&P ...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021092722315679f5dbdf&s=b\">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":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021092722315679f5dbdf&s=b","article_id":"2170298466","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/d48dfa66be8caa6517cb956851a00eed"],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021092722315679f5dbdf&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2170298466","pubTimestamp":1632757289,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"美科技巨头和金融巨头这两年回购力度空前，苹果回购金额第一，近12个月回购金额897亿美元，近5年回购金额达到惊人的3341亿美元。\n美国的金融和科技巨头在去年，并没有进行巨额并购和开展新业务项目。股神","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"AAPL":"苹果"},"translate_title":"What are big companies doing with heavy money? Apple's repurchase amount reached 89.7 billion US dollars","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/727ec94f62a4a2a72ce8bb749980be7d","symbols_score_info":{"AAPL":0.9},"content_text":"美科技巨头和金融巨头这两年回购力度空前，苹果回购金额第一，近12个月回购金额897亿美元，近5年回购金额达到惊人的3341亿美元。\n美国的金融和科技巨头在去年，并没有进行巨额并购和开展新业务项目。股神治下的伯克希尔哈撒韦在多年以来一直是反对回购股票的，但坐拥千亿美元现金，「无处可投」，近几年也开始成为回购大户。现金王苹果因反垄断调查缠身，也开始专注「投资自己」。\n据标准普尔道琼斯指数（S&P Dow Jones Index）本周数据，排名前十的公司在第二季度回购的股票数量比以往任何时候都多，高达850亿美元，占所有标准普尔500强公司回购股票总金额的43%。自2014年以来，这10家公司回购了1.13万亿美元的自有股份。\n\n大公司回购有两次明显的加速，第一次是在2017年的公司减税之后，第二次是在2020年第二季度之后。两次回购加速，使得标普500指数成分股中，排名前十的公司季度股票回购率翻了两番，从2017年的每季度约200亿美元回购额，增至今年第二季度的850亿美元。\n2021年，赚的盆满钵满的美国科技巨头和金融巨头回购力度空前，苹果回购金额第一，达到256亿美元，近12个月回购金额897亿美元，近5年回购总额达到3341亿美元。\n\n整体来看，标准普尔500指数成份股公司中，有294家在第二季度报告了至少500万美元的回购，低于2021年第一季度的335家。但权重前10的公司回购额占回购总额比例较大，二季度总回购了1990亿美元，这是有史以来第四大金额。\n自2012年初以来，标准普尔500指数成份股公司已经回购了近5.5万亿美元，其中前10位的股票回购额占总回购额的25%。但是近年来，头部公司回购额占比上升趋势更加明显，排前十的成分股回购额占比达到43%。\n\n自2017年减税预期上升，到2018年减税实施，以及美联储在2020年释放大量的流动性和美国财政部开展的各种救助项目，美国的科技与金融巨头完全不差钱。减税和疫情期间的获利，并没有转换成新项目建设，而是源源不断的流进股市，促进股价抬升。\n更有趣的是，在公司巨额回购的同时，美国的企业债也在大爆发。\n比如现金王苹果，在2019年和2020年两次发行债券，募集资金125亿美元，用于旧债再融资以及回购股票等。美国的非金融企业债务，即债券和未偿还贷款，由非贷款人的公司所欠，在2020年上半年飙升，第二季度达到11.2万亿美元的新纪录，在过去八年中飙升了73%。\n\n股票回购的主要目的，是消除由于大量高管股票薪酬方案而导致的每股收益指标稀释，股票回购隐藏了基于每股收益的股票补偿成本。但一诡异之处在于，很多股票回购都是通过债务融资的，但债务不会影响每股收益率。\n美联储降息并QE，让美国企业拥有低利率的友好发债环境；美国政府减税，直接「发红包」给上市公司，然后上市公司利用发债融资和税减的资金，大力回购股票，美股因此获得不断上涨的永动机。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":866284243,"gmtCreate":1632785342582,"gmtModify":1632797599519,"author":{"id":"3582749181936620","authorId":"3582749181936620","name":"kim_8904","avatar":"https://static.tigerbbs.com/c3a7b2ec68592f23ba2b7dd63757473e","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866284243","repostId":2170298466,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":866213191,"gmtCreate":1632784417913,"gmtModify":1632797916018,"author":{"id":"3575949053778392","authorId":"3575949053778392","name":"SDLiuSG","avatar":"https://static.tigerbbs.com/00bc0903e8bbdc107f07a92f947eccbe","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866213191","repostId":2170298466,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6018299,"gmtCreate":1632784427455,"gmtModify":1634784098009,"authorId":3575949053778392,"author":{"id":3575949053778392,"authorId":3575949053778392,"name":"SDLiuSG","avatar":"https://static.tigerbbs.com/00bc0903e8bbdc107f07a92f947eccbe","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":866213191,"type":1,"supId":0,"prevId":0,"content":"<u>share</u>","text":"<u>share</u>","html":"<u>share</u>"}],"langContent":"CN"},{"id":866230902,"gmtCreate":1632783675006,"gmtModify":1632797928931,"author":{"id":"4090153975827430","authorId":"4090153975827430","name":"SteveCcc","avatar":"https://static.tigerbbs.com/e8f9c20ab76a806a95d2c30054555e13","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866230902","repostId":2170298466,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":866677411,"gmtCreate":1632782124333,"gmtModify":1632797950252,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":2,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/866677411","repostId":2170298466,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":6018659,"gmtCreate":1632785752001,"gmtModify":1634784061925,"authorId":3501998685270291,"author":{"id":3501998685270291,"authorId":3501998685270291,"name":"十八顺","avatar":"https://static.tigerbbs.com/65272cb112539122118d0010eda02867","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":866677411,"type":1,"supId":0,"prevId":0,"content":"good [开心] [开心]","text":"good [开心] [开心]","html":"good [开心] [开心]"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":44,"commentSize":4,"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/2170298466"}