巴菲特哀叹：如果股市不反弹，一季度本应抄底更多苹果

华尔街见闻2022-05-03

摘要：巴菲特周末透露，伯克希尔一季度增持了6亿美元的苹果股票，“不幸的是，苹果股价后来回升了，所以我停了下来。否则谁知道我们会再买多少？”有分析称，苹果股价重新跌回3月中旬150美元的低位，这代表巴菲特现在又有机会抄底了。正如华尔街见闻所总结，今年一季度，在美股大跌之际，即将92岁高龄的“股神”巴菲特秉持着“别人恐惧我贪婪”的投资理念，狂买了净额410亿美元的股票。而对自己一直喜爱的最大持仓——...

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精彩评论

火箭发射
2022-05-04
火箭发射
吹牛逼
旷世猛男
2022-05-03
旷世猛男
老爷爷要出货
飘流心灵
2022-05-03
飘流心灵
作死，准备亏吧
宛若一
2022-05-03
宛若一
现在不也是那个价

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ETF|ETF(PSFF)$基金供应商之外，伯克希尔目前是苹果股票最大的单一所有者，对苹果的持股比例超过5%。苹果也是伯克希尔持有价值最大的普通股，占其投资组合持仓的47.5%，截至3月末的持股价值为1590亿美元。截至去年末，伯克希尔持有9.08亿股苹果股票，当时持股价值为1610亿美元。有分析称，鉴于苹果股价一季度累跌近2%，而巴菲特对苹果的持股价值同期仅下跌了1.2%，这确实表明伯克希尔当季小幅增持了苹果。伯克希尔将在5月中旬提供截至3月30日的股票投资组合更新，届时可知一季度巴菲特到底增持了多少苹果。伯克希尔于2016年在巴菲特的投资副手Todd Combs和Ted Weschler的建议下开始建仓苹果，最主要的加仓时期持续到2018年。两年间伯克希尔为购买苹果股份花费了360亿美元，伴随苹果股价从2018年底的约37美元飙升至如今的155美元，伯克希尔的持股价值也翻了四倍。巴菲特多次赞扬苹果CEO库克“把产品用户当初恋”的态度和执行管理能力。他曾在2021年伯克希尔股东大会上称：“库克确实没有乔布斯的创造天赋，但乔布斯在许多方面都无法做到库克所做的事情。”他还直言，2020年底出售近1000万股苹果股票套现110亿美元可能做错了。除了认可苹果产品成功嵌入了人们生活的方方面面，巴菲特还非常喜欢苹果的大手笔股票回购，称自己作为股东不用费吹灰之力就能提升对苹果的所有权。在今年2月的致股东信中，巴菲特更是将苹果称为仅次于保险业务的伯克希尔价值“四大巨头”之一：重要的是要了解，只有来自苹果的股息才计入伯克希尔GAAP利润中，2021年，苹果向我们支付了其中的7.85亿美元。然而，我们在苹果公司利润中所占的“份额”达到了惊人的56亿美元。苹果公司保留的大部分资产都用于回购苹果股票，我们对此表示赞赏。在上周公布一季报时，苹果同时授权了900亿美元的公司股票回购，保持着其作为回购自家股票花费最多的上市公司纪录，2021年公司曾花费883亿美元进行股票回购。除了回购之外，苹果还平均每年发给伯克希尔约7.75亿美元的股息分红。媒体还发现，库克和比尔·盖茨等均出席了周末的伯克希尔年度股东大会。","kind":"highlight","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":616803369,"gmtCreate":1651638724385,"gmtModify":1651640983940,"author":{"id":"3451486569951515","authorId":"3451486569951515","name":"火箭发射","avatar":"https://static.tigerbbs.com/32b239cb391ddfcdd8e073bf53a285fa","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3451486569951515","authorIdStr":"3451486569951515"},"htmlText":"吹牛逼&nbsp;","listText":"吹牛逼&nbsp;","text":"吹牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616803369","repostId":2232885725,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":616110053,"gmtCreate":1651563474125,"gmtModify":1651563474125,"author":{"id":"3539229655408025","authorId":"3539229655408025","name":"旷世猛男","avatar":"https://static.tigerbbs.com/50e5060505138cbcb3f792d17b7a4413","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3539229655408025","authorIdStr":"3539229655408025"},"htmlText":"老爷爷要出货","listText":"老爷爷要出货","text":"老爷爷要出货","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616110053","repostId":2232885725,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":616197155,"gmtCreate":1651553555635,"gmtModify":1651553555635,"author":{"id":"3524009202157030","authorId":"3524009202157030","name":"飘流心灵","avatar":"https://static.tigerbbs.com/33c2cd0075831db296abb5c3f776a534","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3524009202157030","authorIdStr":"3524009202157030"},"htmlText":"作死，准备亏吧","listText":"作死，准备亏吧","text":"作死，准备亏吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616197155","repostId":2232885725,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":616192543,"gmtCreate":1651551548501,"gmtModify":1651551548501,"author":{"id":"3439498180568292","authorId":"3439498180568292","name":"宛若一","avatar":"https://static.tigerbbs.com/e2d546312891fb2eee822e9aaed7184f","vip":1,"crmLevel":9,"crmLevelSwitch":0,"idStr":"3439498180568292","authorIdStr":"3439498180568292"},"htmlText":"现在不也是那个价","listText":"现在不也是那个价","text":"现在不也是那个价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/616192543","repostId":2232885725,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":29,"commentSize":4,"repostSize":0,"favoriteSize":17,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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