现金为王，巴菲特再“大手笔套现”美国银行，仅剩利润在博弈

格隆汇09-22

从7月抛到了9月，“股神”巴菲特又双叒叕出手了。巴菲特旗下的伯克希尔公司提交给监管机构的文件显示，9月17日至19日连续出售美国银行，回笼资金8.96亿美元，将其在这家大银行的持股金额降至340亿美元，持股比例占10.8%。2个月减持570亿元最新文件显示，这一行动是继7月17日以来的一系列减持操作的延续，该行当时是其第二大持仓股。期间，因8月美股大跌，抛售活动曾一度暂停，随后伴随美股回暖，...

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game","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1},"content_text":"从7月抛到了9月，“股神”巴菲特又双叒叕出手了。巴菲特旗下的伯克希尔公司提交给监管机构的文件显示，9月17日至19日连续出售美国银行，回笼资金8.96亿美元，将其在这家大银行的持股金额降至340亿美元，持股比例占10.8%。2个月减持570亿元最新文件显示，这一行动是继7月17日以来的一系列减持操作的延续，该行当时是其第二大持仓股。期间，因8月美股大跌，抛售活动曾一度暂停，随后伴随美股回暖，伯克希尔又恢复了美银的出售操作。至今伯克希尔已减持近20亿股美国银行股份，累计回笼资金约81亿美元（约合人民币570亿元）。通过这一连串的减持，巴菲特已成功回收其在美国银行的投资成本。具体来看，自2011年伯克希尔公司首次投资美国银行以来，该银行的股价实现了显著增长，累计涨幅达到8倍。粗略计算，伯克希尔回笼的80.9亿美元资金加上历年分红，其投资美国银行已经收回投资成本。目前，伯克希尔公司持有美国银行的股票价值约342亿美元，持股比例降至10.77%，仍可能是美国银行的最大股东。巴菲特的减持策略不仅限于美国银行，近几个月来，伯克希尔公司大幅减持各类股票，包括苹果、Snowflake、雪佛龙等。第二季度，伯克希尔减持苹果逾3.89亿股，市值约820亿美元，持股数环比一季度减少49.3%。此外，伯克希尔还清仓了612万股（8.4亿美元）云计算公司Snowflake，减持了437万股（6.8亿美元）雪佛龙。现金储备近2万亿随着上述减持操作的实施，伯克希尔公司的现金储备量达到了2770亿美元（约合人民币1.95万亿元），刷新了历史记录。这表明巴菲特可能更倾向于在当前的市场环境下，保持较高的流动性和灵活性。在2024年的年度股东大会上，巴菲特强调了持有大量现金的吸引力，尤其是在全球经济面临不确定性的背景下。Summit Global Investments的投资主管兼高级投资组合经理Aash Shah表示：“总而言之，巴菲特似乎认为目前最好的投资是现金和国债。”分析人士推测，巴菲特的减持策略可能是为了应对美联储可能的货币政策变动。降息预期可能对银行股构成压力，因为降息会减少银行的利息收入。美国银行曾预测，如果美联储在年底前实施三次降息，每次25个基点，其第四季度的净利息收入可能会减少约2.25亿美元。尽管美联储的降息决定并未立即对市场产生显著影响，美国银行等银行股在9月19日的交易中甚至还出现了上涨。但巴菲特对投资组合的调整，以及他对现金的偏好，可能反映了他对市场前景的谨慎看法。伯克希尔公司的市值在8月底首次突破了1万亿美元大关，而其股价在9月初也创下了历史新高，年内涨幅超过25%。9月20日的行情显示，美国银行股价报收40.27美元，跌近1.5%。巴菲特的减持行为和对现金的重视，可能预示着他对市场未来走势的审慎态度。在全球经济不确定性增加的背景下，巴菲特的投资决策无疑对市场参与者具有重要的参考价值。随着伯克希尔公司现金储备的增加，市场也将密切关注巴菲特的下一步投资动向。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"Shareholding Changes","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":2,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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