巴菲特三季度继续抛售苹果后最新建仓达美乐披萨

网易新闻11-18 16:55

封面新闻记者朱宁北京时间11月15日，根据美国证券交易委员会(SEC)披露，“股神”巴菲特旗下的伯克希尔哈撒韦(BRK.A.US,BRK.B.US)递交了截至2024年9月30日的第三季度持仓报告(13F)。报告显示，第三季度伯克希尔减持1亿股苹果公司股份，持仓占比降至26.24%。伯克希尔已经连续四个季度抛售苹果股票，不过目前苹果仍是其最大持仓。另外，截至第三季度末，伯克希尔持有美国银行...

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朱宁北京时间11月15日，根据美国证券交易委员会(SEC)披露，“股神”巴菲特旗下的伯克希尔哈撒韦(BRK.A.US,BRK.B.US)递交了截至2024年9月30日的第三季度持仓报告(13F)。报告显示，第三季度伯克希尔减持1亿股苹果公司股份，持仓占比降至26.24%。伯克希尔已经连续四个季度抛售苹果股票，不过目前苹果仍是其最大持仓。另外，截至第三季度末，伯克希尔持有美国银行10.4%的股份，对美国运通、雪佛龙、可口可乐持仓不变。热爱消费股新进披萨连锁店达美乐值得注意的是，巴菲特新买入了消费类公司达美乐比萨130万股股票和泳池用品公司Pool 40万股股票。在伯克希尔披露上述信息后，达美乐股价在盘后上涨6.9%，Pool股价上涨5.7%。在伯克希尔公布新投资后，被投资公司的股价往往会上涨，这反映出投资者认为巴菲特可能在提供一种认可。巴菲特热爱消费股，这是公开的秘密。可口可乐多年来一直稳居伯克希尔的前五大持仓就是明证。除此以外，伯克希尔连续几年增持卡夫亨氏可以看出它对糖果的痴迷。另外，它还持有连锁超市克罗格，为第12大持仓。从达美乐本身来说，今年前三季，该公司的总收入为32.63亿美元，按年增长6.0%；经营利润按年增长7.7%，至6.05亿美元，最近四个季度的净增门店数为805家，而在2024年9月8日，达美乐的全球总门店数为2.1万家。值得注意的是，达美乐的管理层对于2026年至2028年的增长似乎颇为乐观，该公司提供的更长远指引预期，其全球零售销售年均增幅可达到7%以上，而经营利润的年均增幅有望达到8%以上，这或是伯克希尔看好的一个原因。此外，达美乐比萨近一年在中国市场有了明显的发展。11月15日，达美乐比萨宣布中国内地第1000家门店开业。不过，也有分析认为，伯克希尔更看重的可能是达美乐的回购与派息。今年前三季，达美乐合共支出了2.15亿美元进行股份回购和1.06亿美元用来向股东派息，合共回馈股东3.21亿美元。保证现金流巴菲特连续两年卖出股票此次披露的文件另一个值得注意的点在于伯克希尔持续保证现金流的措施。文件显示，伯克希尔第三季度净卖出股票346亿美元，已连续第八个季度净卖出股票。截至第三季度末，该公司现金储备飙升至3252亿美元，较年初的1680亿美元大幅增加。监管文件显示，截至2024年9月30日，伯克希尔的美股持仓总规模为2663.79亿美元，较二季度末时的2799.69亿美元再度下滑约136亿美元，这也是连续第三个季度下降。自2022年三季报以来的可查数据范围内，这已是伯克希尔两年来最低的美股持仓规模。与此同时，第三季度伯克希尔并未进行股票回购，这也是2018年第二季度以来首次出现这种情况。对于巴菲特保持现金流的操作，有分析师认为，伯克希尔的决定也可能反映了整体市场环境，这是他们对市场状况感到谨慎的信号，他们变得谨慎起来了，因为他们认为美股已经过高了。“所有这些都表明，巴菲特对经济背景和美股现状非常担忧。这暗示了一种规避风险的心态，巴菲特准备坐等，直到出现更好的投资机会。”该分析师说。不过，从伯克希尔本身股价来说，其A类股票今年上涨了近30%，超过了标普500指数今年迄今近25%的回报率。该公司股价在第三季度创下历史新高，市值突破了1万亿美元的里程碑。\n\n\n海量资讯、精准解读，尽在新浪财经APP","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 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巴菲特三季度继续抛售苹果后 最新建仓达美乐披萨

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巴菲特三季度继续抛售苹果后最新建仓达美乐披萨