巴菲特再减持美国银行！首席：估值过高，美股见顶风险加大｜宅男财经

中新经纬09-20

【宅男财经｜首席面对面】20日，巴菲特旗下伯克希尔哈撒韦对美国银行持股套现8.961亿美元。9月17-19日期间，伯克希尔哈撒韦对美国银行进行了三次减持，总计卖出2227.2071万股。7月和8月两个月内，伯克希尔哈撒韦总计套现金额约62.05亿美元。巴菲特自2011年以50亿美元的价格购买了美国银行的优先股和认股权证，开始对美国银行进行投资。为什么现在持续减持美国银行？前海开源基金首席经济学家...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2468693754?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-09-20 13:51","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2468693754","market":"us","top_or_hot":-1,"title":"巴菲特再减持美国银行！首席：估值过高，美股见顶风险加大｜宅男财经","media":"中新经纬","content":"<div>\n<p>【宅男财经｜首席面对面】20日，巴菲特旗下伯克希尔哈撒韦对美国银行持股套现8.961亿美元。9月17-19日期间，伯克希尔哈撒韦对美国银行进行了三次减持，总计卖出2227.2071万股。7月和8月两个月内，伯克希尔哈撒韦总计套现金额约62.05亿美元。巴菲特自2011年以50亿美元的价格购买了美国银行的优先股和认股权证，开始对美国银行进行投资。为什么现在持续减持美国银行？前海开源基金首席经济学家...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409201411159570fbfc&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>巴菲特再减持美国银行！首席：估值过高，美股见顶风险加大｜宅男财经</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巴菲特再减持美国银行！首席：估值过高，美股见顶风险加大｜宅男财经\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-20 13:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409201411159570fbfc&s=b><strong>中新经纬</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【宅男财经｜首席面对面】20日，巴菲特旗下伯克希尔哈撒韦对美国银行持股套现8.961亿美元。9月17-19日期间，伯克希尔哈撒韦对美国银行进行了三次减持，总计卖出2227.2071万股。7月和8月两个月内，伯克希尔哈撒韦总计套现金额约62.05亿美元。巴菲特自2011年以50亿美元的价格购买了美国银行的优先股和认股权证，开始对美国银行进行投资。为什么现在持续减持美国银行？前海开源基金首席经济学家...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409201411159570fbfc&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":"LU2129689514.USD","symbol_name":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409201411159570fbfc&s=b","article_id":"2468693754","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202409201411159570fbfc&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=2468693754","pubTimestamp":1726811509,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"巴菲特自2011年以50亿美元的价格购买了美国银行的优先股和认股权证，开始对美国银行进行投资。二季度伯克希尔哈撒韦财报显示其已经减持美国银行，而二季度减持最多的是第一大重仓股苹果，减持了800亿美元，杨德龙认为，巴菲特减持苹果和美国银行主要是考虑到美股见顶的风险在加大，而两大股票的估值高高在上。杨德龙最后称，巴菲特减持苹果和美国银行，纵然有个股原因，比如利润增速下降等，但是最重要的原因还是估值过高。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","BK4588":"碎股","LU0306807586.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" (USD) INC QF","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","BK4207":"综合性银行","BK4581":"高盛持仓","BK4504":"桥水持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","LU0306806265.USD":"SCHRODER ISF GLOBAL DIVIDEND MAXIMISER \"A\" ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BAC":"美国银行","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","OCFCP":"OceanFirst Financial Corp","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","BRK.A":"伯克希尔","BRK.B":"伯克希尔B","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4585":"ETF&股票定投概念","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0971096721.USD":"富达环球金融服务 A","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4211":"区域性银行","AAPL":"苹果","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2129689605.HKD":"FRANKLIN GLOBAL INCOME \"A\" (HKD) INC"},"translate_title":"Buffett reduces his holdings of Bank of America again! Chief: The valuation is too high, and the risk of US stocks peaking increases | Otaku Finance","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.B":1,"BRK.A":1,"BAC":0.9,"OCFCP":0.9,"AAPL":0.8},"content_text":"【宅男财经｜首席面对面】20日，巴菲特旗下伯克希尔哈撒韦对美国银行持股套现8.961亿美元。9月17-19日期间，伯克希尔哈撒韦对美国银行进行了三次减持，总计卖出2227.2071万股。7月和8月两个月内，伯克希尔哈撒韦总计套现金额约62.05亿美元。巴菲特自2011年以50亿美元的价格购买了美国银行的优先股和认股权证，开始对美国银行进行投资。为什么现在持续减持美国银行？前海开源基金首席经济学家杨德龙对此表示，巴菲特已经大幅减持了第二大重仓股美国银行，有人认为是美联储降息，这使得美国银行的利润可能会缩水；也有市场猜测巴菲特抛售美国银行的股票主要是因为估值过高。二季度伯克希尔哈撒韦财报显示其已经减持美国银行，而二季度减持最多的是第一大重仓股苹果，减持了800亿美元，杨德龙认为，巴菲特减持苹果和美国银行主要是考虑到美股见顶的风险在加大，而两大股票的估值高高在上。杨德龙表示，巴菲特在美股节节攀升，很多人趋之若鹜时，他开始悄悄撤退。保留大量的资金仓位是为了预防美股泡沫破裂，等到下一轮美股出现非理性下跌时再逢低布局，这正是巴菲特在投资市场长期屹立不倒的重要原因。“巴菲特价值投资从本质上来看就是与伟大的企业一起成长，如果遇到估值过高，他会进行减持，而市场出现非理性下跌的时候，他会果断买入。”杨德龙最后称，巴菲特减持苹果和美国银行，纵然有个股原因，比如利润增速下降等，但是最重要的原因还是估值过高。(文中观点仅供参考，不构成投资建议，投资有风险，入市需谨慎。)(记者 董湘依 制作 郑铮 宅男财经出品)来源：中新经纬编辑：郑铮广告等商务合作，请点击这里未经过正式授权严禁转载本文，侵权必究","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"Shareholding Changes","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"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":"4.29.0","shortVersion":"4.29.0","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/2468693754"}