做空巴菲特！伯克希尔进入最佳做空想法名单，股神出手狂买400亿

中证报2022-09-11

“股神”巴菲特刚刚减持了比亚迪，自己家的公司也被看空了。近日，纽约投行KBW（Keefe， Bruyette & Woods）股票分析师Meyer Shields在一份研究报告中表示，受回购减少、美国消费疲软等因素影响，伯克希尔·哈撒韦的股价可能下跌，做空其股票可能获得回报。因此，Meyer Shields将伯克希尔股票加入了“KBW 2022年剩余时间内的最佳空头想法名单”（KBW‘s list...

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精彩评论

吴玲
2022-09-11
吴玲
这篇文章不错，转发给大家看
崔催摧
2022-09-11
崔催摧
你做空一个试试人家股票都在自己手上，就算是大机构也不可能说出这么狂的话来。
点点的小爸爸
2022-09-11
点点的小爸爸
新能源渗透率增长放缓了。
金燊
2022-09-11
金燊
如果说巴菲特他在低位的时候，8, 10 30以下低位的时候买进，我可以理解。但是现在这个公司价格这么高的还大手笔去买，真是让人难以理解。莫非他预计未来10年战争一定爆发全面的战争吗？还是说看到了新能源的不可持续或有什么大的危机吗？还是说背后的资本故意通过巴菲特来制造什么不可告人的目的吗？
2ab5a6e8
2022-09-11
2ab5a6e8
在这里想请教下，为什么石油涨得这么多，有没有朋友愿意给解答下的
- gugu回复2ab5a6e8:
  @名字lhs 18年开始油价一直在60-80美元上下。20年疫情油价跌倒负数，相当于你买一桶油，我作为卖主倒贴你现金。20年那波算是止跌反弹。
- 2ab5a6e8回复gugu:
  石油从2020年的这么大趋势跟价格的上涨的原因又是什么呢，当时可是还没有俄乌战争的因素啊，而且当时的疫情又是非常的严重。
- gugu:
  战争是造成当前能源价格的主要原因之一。这次战争在乌克兰境内，乌克兰主要出口粮食；战争没有加大对石油的需求，你简单认为是欧洲疫情恢复后经济重新正常化，对能源需求恢复。
- gugu:
  大前提碳达峰，美国欧洲中国传统能源投资不足。俄乌战争后，欧美对俄国制裁，欧洲不采购俄国能源，不给俄国的战争机器供血。俄国是重要的能源产出和出口国，这部分产能暂时无法填上。更何况欧美有碳达峰的承诺，opec自身利益角度不愿打压价格。原本紧张的供给，愈发失衡
- 2ab5a6e8:
  是不是主要原因是战争，战争的一面是让俄罗斯的石油生产遭到了破坏或者不能很好的顾及到生产，另一个面就是战争的持续加大了对石油的需求，这样理解是您上面的意思嘛？
风铃泡泡
2022-09-11
风铃泡泡
融券可卖0[捂脸]
- luckyxi:
  没券源

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增持西方石油巴菲特近期减持比亚迪的举动，引起市场热议。8月30日，港交所网站显示，伯克希尔·哈撒韦于8月24日出售了133万股比亚迪股份，平均价格为277.1港元/股。一周后，伯克希尔·哈撒韦再度减持171.6万股。减持后，伯克希尔·哈撒韦目前持有比亚迪港股2.07亿股。有市场分析人士认为，巴菲特此番减持比亚迪，或是因为他认为目前比亚迪股价已经对未来高增长预期作出了反映，担忧公司后续难保持超预期增长态势。与此同时，巴菲特继续增持“心头好”西方石油，持股比例已超过四分之一。9月9日，根据西方石油最新披露的信息显示，伯克希尔·哈撒韦对西方石油公司的持股比例为26.8%，高于8月8日曾披露的20.2%的持股水平。相当于一个月时间，巴菲特斥资超56亿美元（接近400亿人民币）买入西方石油。今年以来，巴菲特已经多次出手增持西方石油公司股份。而在能源价格飞涨之下，西方石油公司股价也一路走高，一度创下近10年以来的股价新高，达76.96美元，年内累计涨幅超127%。公司最新股价为65.61美元，总市值超611亿美元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":663313005,"gmtCreate":1662885927907,"gmtModify":1662886706795,"author":{"id":"3529323792705003","authorId":"3529323792705003","name":"吴玲","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3529323792705003","authorIdStr":"3529323792705003"},"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663313005","repostId":2266332630,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":663319713,"gmtCreate":1662885643032,"gmtModify":1662886154877,"author":{"id":"4087122753538620","authorId":"4087122753538620","name":"崔催摧","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4087122753538620","authorIdStr":"4087122753538620"},"htmlText":"你做空一个试试&nbsp; 人家股票都在自己手上，就算是大机构也不可能说出这么狂的话来。","listText":"你做空一个试试&nbsp; 人家股票都在自己手上，就算是大机构也不可能说出这么狂的话来。","text":"你做空一个试试 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