巴菲特为何放弃股票投资了？三大原因

金融界11-07

目前，沃伦·巴菲特对股票并不热衷，这位94岁CEO的最新举动反映了这一点。伯克希尔·哈撒韦公司Berkshire Hathaway周六表示，其现金储备在第三季度增至创纪录的3252亿美元，较6月底的2769亿美元出现增长。作为对比，这一数额超过了耐克、高盛、可口可乐和迪士尼的市值总和。这一现金储备的增加，源于伯克希尔减少了在苹果和美国银行等重要投资中的持股。第三季度，伯克希尔卖出了约3亿股苹果股票...

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Three major reasons","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"AAPL":0.9,"RBLX":0.8},"content_text":"目前，沃伦·巴菲特对股票并不热衷，这位94岁CEO的最新举动反映了这一点。伯克希尔·哈撒韦公司Berkshire Hathaway周六表示，其现金储备在第三季度增至创纪录的3252亿美元，较6月底的2769亿美元出现增长。作为对比，这一数额超过了耐克、高盛、可口可乐和迪士尼的市值总和。这一现金储备的增加，源于伯克希尔减少了在苹果和美国银行等重要投资中的持股。第三季度，伯克希尔卖出了约3亿股苹果股票，约占其持股的25%。此外，自夏季以来，伯克希尔通过持续出售美国银行股票，已经获得了超过100亿美元的收入。更重要的是，巴菲特并未回购自家的股票。伯克希尔在第二季度回购了3.45亿美元的股票，但在此次出售潮中并未回购任何股票。DataTrek Research的联合创始人Nicholas Colas指出，这位传奇投资者的“异常举动”可能有三大原因：1、“巴菲特认为股票被高估，包括他自己公司的股票，因此可能面临深度调整或彻底的熊市，”Colas在给客户的报告中表示。事实上，巴菲特一向以寻找被低估的优质投资为荣。标普500指数目前的动态市盈率为21.5，接近自2021年4月以来的最高水平，且距离历史最高点仅低约2.5%。伯克希尔A类股的市盈率为22.6倍。早些时候，该股的市盈率也达到了自2022年5月以来的最高水平。2、“巴菲特可能很快会从主动投资组合管理中退步，并希望为接班人腾出空间，以重塑伯克希尔的投资组合并重新审视公司股票回购计划，”Colas写道。巴菲特已经指定了接班人——Greg Abel，但他尚未表明何时会辞去职务。3、最后，Colas提到，巴菲特可能“已经发现了一些大型收购机会，并正在为这些收购筹集资金。”但考虑到巴菲特的年龄和计划中的接班问题，这种可能性较小。此外，周一早上，摩根士丹利将Roblox（RBLX）的评级从“持股观望”上调至“增持”。摩根士丹利在周一的一份报告中表示：“Roblox正在证明其用户生成内容平台能够推动加速的市场份额增长，随着平台的扩大，它正在吸引更多元化的受众。小小的进展让我们对其未来的执行能力充满信心，预计将超出预期。”\n\n\r\n            责任编辑：栎树","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":"","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":"4.29.1","shortVersion":"4.29.1","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/2481454990"}