重要信号？巴菲特再度“扫货”西方石油等3家公司

格隆汇2024-12-21

圣诞节临近，“股神”巴菲特在美股市场上大举“扫货”。当地时间周四（12月19日）一份监管文件显示，伯克希尔-哈撒韦公司于12月17日至19日，以4.05亿美元额外购买西方石油约890万股股票，使其持股比例超过28%。在同一时期，伯克希尔还购买了约500万股Sirius XM(SIRI.US)股票价值约1.13亿美元，以及23.4万股威瑞信(VRSN.US)股票价值约为4500万美元。这两笔股份的...

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Buffett once again \"sweeps goods\" three companies including Occidental Petroleum","themeId":"5a67368a3f2a2d355b7394ecfe8aced3","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"VRSN":0.9,"BRK.B":1,"SIRI":0.9,"OXY":1},"content_text":"圣诞节临近，“股神”巴菲特在美股市场上大举“扫货”。当地时间周四（12月19日）一份监管文件显示，伯克希尔-哈撒韦公司于12月17日至19日，以4.05亿美元额外购买西方石油约890万股股票，使其持股比例超过28%。在同一时期，伯克希尔还购买了约500万股Sirius XM(SIRI.US)股票价值约1.13亿美元，以及23.4万股威瑞信(VRSN.US)股票价值约为4500万美元。这两笔股份的规模要小得多，因此这些交易可能是由巴菲特的投资副手托德·康布斯 (Todd Combs) 和泰德·韦施勒 (Ted Weschler) 进行的。整体来看，伯克希尔在过去三个交易日中购买了价值超过5.6亿美元的股票。分析称，巴菲特利用了市场回调的时机，其选择增持的这三只股票股价已相对便宜。根据最新收盘价，西方石油拉升涨3.9%，报47.13美元。本月西方石油累计下跌逾6%，年内跌幅近20%。这家能源公司曾因由传奇石油大亨阿曼德·哈默 (Armand Hammer) 创立而闻名，是伯克希尔哈撒韦公司第六大持股。巴菲特已排除全面收购的可能性。卫星广播公司Sirius XM的抛售更为剧烈。这家公司此前已连续六天下跌，Sirius XM 股价周五超12%，但本月累计下跌超14%，今年迄今已下跌56%。互联网公司威瑞信也经历了艰难的一年，其股价在2024年累计下跌超3%，表现远远落后于科技板块。伯克希尔哈撒韦公司于2013年首次购买了这只科技股，多年来一直没有调整持股比例。","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,"need_auth":false,"code":"91000000","status":"200"},"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","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/2493428882","isCrawlerRequest":true}