股神继续减持苹果股份竟与芒格有关？

金融界11-04

股神巴菲特的公司伯克希尔哈撒韦第三季度仍继续抛售美股，而苹果也在该公司的出售列表之上。第二季度时，伯克希尔哈撒韦已经减持了近一半的苹果股票，而第三季度其又减持了约25%。目前，该公司持有的苹果股票价值约为699亿美元，较去年年底的1743亿美元下降了近60%。而第三季度苹果股价上涨了约10%，这让股神的这一策略看起来并不划算。伯克希尔哈撒韦并未对减持苹果公司股份一事正式回应，但巴菲特曾在5月的...

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href=https://usstock.jrj.com.cn/2024/11/04101544886498.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股神巴菲特的公司伯克希尔哈撒韦第三季度仍继续抛售美股，而苹果也在该公司的出售列表之上。第二季度时，伯克希尔哈撒韦已经减持了近一半的苹果股票，而第三季度其又减持了约25%。目前，该公司持有的苹果股票价值约为699亿美元，较去年年底的1743亿美元下降了近60%。而第三季度苹果股价上涨了约10%，这让股神的这一策略看起来并不划算。伯克希尔哈撒韦并未对减持苹果公司股份一事正式回应，但巴菲特曾在5月的...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/11/04101544886498.shtml\">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":"IE00B775H168.HKD","symbol_name":"JANUS HENDERSON BALANCED \"A5M\" (HKD) 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16，其虽然挽救了苹果智能手机过去几年的低迷数据，但其销量仍不足以令苹果感到满意。上周，苹果也指出，预计今年12月当季的销售增长率将放缓至6%以下，不及关键假日季过去的水平。除了iPhone的销量隐忧，欧美正在对苹果发起反垄断调查，同样为苹果的未来蒙上一层阴影。再加上苹果在人工智能上的发展落后于硅谷同行，这让该公司今年一直受到投资人质疑。但也有分析师认为，巴菲特实际上从未真正对科技股感到放心，此前的投资很大程度上是由老搭档查理·芒格所推动的。Edward Jones分析师Jim Shanahan表示，股票抛售肯定是在芒格去世后开始的，芒格对苹果的态度或许一直比巴菲特更松弛。CFRA研究分析师Cathy Seifert则提出，巴菲特出售苹果也可能只是简单的投资组合调整。此前苹果在伯克希尔哈撒韦的投资组合中占比过大，因此，现在巴菲特削减一些苹果的股份也十分合理。\n\n\r\n            责任编辑：栎树","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","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; 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股神继续减持苹果股份 竟与芒格有关？

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股神继续减持苹果股份竟与芒格有关？