巴菲特继续带节奏！伯克希尔哈撒韦又双叒叕增持西方石油

华尔街见闻2022-07-08

伯克希尔哈撒韦在7月5至6日期间，再次增持西方石油股票12,042,470股，也就意味着巴菲特至此已拥有西方石油18.7%的股份。西方石油究竟是有多大魔力，引得“股神”巴菲特又双叒叕增持！美国证券交易委员会（SEC）最新的文件显示，伯克希尔哈撒韦在7月5至6日期间，再次增持西方石油股票12,042,470股，买入的价格介于57.26-59.05美元，平均价格为57.94美元/股，也就意味着巴菲特...

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

新条茜
2022-07-08
新条茜
忘了中石油？
第八大奇迹
2022-07-08
第八大奇迹
老头子觉得会再次发生能源危机？
八七丶123
2022-07-08
八七丶123
冥顽不灵
虾青素
2022-07-08
虾青素
好讨厌哦，每次暴跌都是他们在补仓

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2249639401?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/22fc6653331207c2a5a223a11772b579","is_english":false,"pubTime":"2022-07-08 08:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2249639401","market":"us","top_or_hot":-1,"title":"巴菲特继续带节奏！伯克希尔哈撒韦又双叒叕增持西方石油","media":"华尔街见闻","content":"<div>\n<p>伯克希尔哈撒韦在7月5至6日期间，再次增持西方石油股票12,042,470股，也就意味着巴菲特至此已拥有西方石油18.7%的股份。西方石油究竟是有多大魔力，引得“股神”巴菲特又双叒叕增持！美国证券交易委员会（SEC）最新的文件显示，伯克希尔哈撒韦在7月5至6日期间，再次增持西方石油股票12,042,470股，买入的价格介于57.26-59.05美元，平均价格为57.94美元/股，也就意味着巴菲特...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3664177\">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>巴菲特继续带节奏！伯克希尔哈撒韦又双叒叕增持西方石油</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巴菲特继续带节奏！伯克希尔哈撒韦又双叒叕增持西方石油\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-08 08:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3664177><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯克希尔哈撒韦在7月5至6日期间，再次增持西方石油股票12,042,470股，也就意味着巴菲特至此已拥有西方石油18.7%的股份。西方石油究竟是有多大魔力，引得“股神”巴菲特又双叒叕增持！美国证券交易委员会（SEC）最新的文件显示，伯克希尔哈撒韦在7月5至6日期间，再次增持西方石油股票12,042,470股，买入的价格介于57.26-59.05美元，平均价格为57.94美元/股，也就意味着巴菲特...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3664177\">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":"BK4533","symbol_name":"AQR资本管理(全球第二大对冲基金)","start_time":0,"source_url":"https://wallstreetcn.com/articles/3664177","article_id":"2249639401","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/22fc6653331207c2a5a223a11772b579"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3664177","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2249639401","pubTimestamp":1657238893,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"伯克希尔哈撒韦在7月5至6日期间，再次增持西方石油股票12,042,470股，也就意味着巴菲特至此已拥有西方石油18.7%的股份。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4201":"综合性石油与天然气企业","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BRK.B":"伯克希尔B","OXY":"西方石油","BRK.A":"伯克希尔","BK4534":"瑞士信贷持仓","BK4176":"多领域控股"},"translate_title":"Buffett continues to bring rhythm! Berkshire Hathaway has increased its holdings of Western oil","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ce3aa1339f5d4c704e27908b4e088719","symbols_score_info":{"BRK.A":1,"BRK.B":1,"OXY":1},"content_text":"伯克希尔哈撒韦在7月5至6日期间，再次增持西方石油股票12,042,470股，也就意味着巴菲特至此已拥有西方石油18.7%的股份。西方石油究竟是有多大魔力，引得“股神”巴菲特又双叒叕增持！美国证券交易委员会（SEC）最新的文件显示，伯克希尔哈撒韦在7月5至6日期间，再次增持西方石油股票12,042,470股，买入的价格介于57.26-59.05美元，平均价格为57.94美元/股，也就意味着巴菲特至此已拥有西方石油18.7%的股份。回顾一下巴菲特今年以来在西方石油公司的频繁投入史：今年2月末，巴菲特在阅读了西方石油公司2月25日第四季度财报电话会议的记录后，在5天累计出手45亿美元买入了该公司近10%的股份。在6月17-22日期间，伯克希尔哈撒韦买入955万股西方石油公司的股票，买入的价格介于每股54.96-56.42美元，使得直接持股规模达到1.527亿股。仅仅相隔一天，文件显示其在6月23日又买入79.4389万股股票，持股比例增至16.4%，每股价格在55.39-56.09美元之间，耗资约为4400万美元。6月的最后一周，巴菲特继续加仓花费5.82亿美元买入西方石油990万股股票，总持股比例攀升至17.4%，较第二大股东Vanguard的持股量高出约60%。当然巴菲特对于西方石油的潜在持仓量远高于这个数字。因为伯克希尔还拥有10万股西方石油优先股，总价价值100亿美元。公司还有拥有8400万股认股权证，这些认股权证是在西方石油公司2019年收购阿纳达科公司（Anadarko）的交易中获得的，当时伯克希尔为这笔交易提供了资金。今年2月巴菲特就坦言，西方石油的运营进展、债务偿还、股息上涨以及专注于产生长期、可持续的自由现金流等多个方面都在吸引他。在今年的股东大会上，巴菲特曾被问及为何重仓持有石油股。巴菲特当时表示，目前美国政府有不少战略石油储备，现在大家可能会觉得美国有这么多石油储备是好事：但仔细想想，现在的储备其实依然不够多，三到五年就可能没了，你也不知道三、五年后会怎样。股神真的料事如神。拜登政府今年3月底宣布，未来六个月美国将每天释放100万桶战略石油储备，共释放1.8亿桶石油，创美国自1974年建立石油储备计划以来最大规模释放量，截止上月末美国战略石油储备跌破5亿桶大关，为36年来最低。华尔街见闻今日文章还提及，原油短缺、拜登到处找油之际，数百万桶美国战略石油储备还被运往国外。华尔街分析人士猜测，巴菲特大概率会举牌西方石油，甚至最终收购整个公司。正如投行Truist Securities董事总经理Neal Dingamm此前表示：一旦西方石油公司成为投资级公司，巴菲特很有可能买下西方石油剩余三分之二的股权。而西方石油很快就会成为投资级公司，其债务可能很快降至200亿美元以下，预计在今年晚些时候就能达到。截至目前，西方石油今年累计涨幅已达97.91%，总市值升至576.09亿美元。评级网站TipRanks数据显示，当前华尔街分析师对该股的平均目标价看至74美元，较其周四收盘价格潜在上涨空间超20%。","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":688904052,"gmtCreate":1657263395983,"gmtModify":1704867047549,"author":{"id":"3569230423286062","authorId":"3569230423286062","name":"新条茜","avatar":"https://static.tigerbbs.com/c0a7b3090349366c0e1d5800aea93aae","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3569230423286062","idStr":"3569230423286062"},"htmlText":"忘了中石油？","listText":"忘了中石油？","text":"忘了中石油？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688904052","repostId":2249639401,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":688055755,"gmtCreate":1657250003382,"gmtModify":1704866995966,"author":{"id":"3518494347524531","authorId":"3518494347524531","name":"第八大奇迹","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"3518494347524531","idStr":"3518494347524531"},"htmlText":"老头子觉得会再次发生能源危机？","listText":"老头子觉得会再次发生能源危机？","text":"老头子觉得会再次发生能源危机？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688055755","repostId":2249639401,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":688065673,"gmtCreate":1657243684593,"gmtModify":1704866960982,"author":{"id":"3460776341012348","authorId":"3460776341012348","name":"八七丶123","avatar":"https://static.tigerbbs.com/40338d403a440a5360a2852ee4c6076d","vip":1,"hat":"https://static.tigerbbs.com/f84859c65fc2d7681e28f6b8e9b0535a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3460776341012348","idStr":"3460776341012348"},"htmlText":"冥顽不灵","listText":"冥顽不灵","text":"冥顽不灵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688065673","repostId":2249639401,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":688060810,"gmtCreate":1657240362135,"gmtModify":1704866948794,"author":{"id":"4097440911143130","authorId":"4097440911143130","name":"虾青素","avatar":"https://static.tigerbbs.com/bf05362e1f00aa764ef2a95870489060","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4097440911143130","idStr":"4097440911143130"},"htmlText":"好讨厌哦，每次暴跌都是他们在补仓","listText":"好讨厌哦，每次暴跌都是他们在补仓","text":"好讨厌哦，每次暴跌都是他们在补仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/688060810","repostId":2249639401,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":20,"commentSize":4,"repostSize":0,"favoriteSize":9,"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":"4.29.3","shortVersion":"4.29.3","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/2249639401"}