巴菲特年底购股大动作：增持西方石油等多家公司

华尔街见闻12-21 01:54

圣诞节前夕，巴菲特趁近几天美股急剧下跌的机会增持了多家公司的股份，再次展示了他"别人恐惧时我贪婪"的投资哲学。 1.能源行业：西方石油根据美东时间周四晚间的监管文件显示，巴菲特旗下的伯克希尔·哈撒韦公司在本周二至周四期间，增持了890万股西方石油公司的股票，总价值为4.05亿美元，使其持股比例超过28%。西方石油（Occidental Petroleum）是一家总部位于休斯顿的能源生产商，曾以...

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href=https://wallstreetcn.com/articles/3737493><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>圣诞节前夕，巴菲特趁近几天美股急剧下跌的机会增持了多家公司的股份，再次展示了他\"别人恐惧时我贪婪\"的投资哲学。\n1.能源行业：西方石油\n根据美东时间周四晚间的监管文件显示，巴菲特旗下的伯克希尔·哈撒韦公司在本周二至周四期间，增持了890万股西方石油公司的股票，总价值为4.05亿美元，使其持股比例超过28%。\n西方石油（Occidental Petroleum）是一家总部位于休斯顿的能源生产商，曾以...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3737493\">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":"LU0256863811.USD","symbol_name":"ALLIANZ US EQUITY \"A\" 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创立而闻名，目前是伯克希尔·哈撒韦的第六大持股。\n值得注意的是，西方石油的股价本月已跌超10%，今年以来的跌幅达24%。尽管如此，巴菲特仍然看好该公司的发展前景，但他已经排除了全面收购的可能性。\n周五美股盘中，西方石油一度涨超5.7%。\n\n2.音频娱乐领域：Sirius XM\n除了西方石油，伯克希尔·哈撒韦还布局了音频娱乐领域，购买了约500万股Sirius XM的股票，价值约1.13亿美元。这家总部位于纽约的卫星广播公司的抛售更为剧烈，本月跌幅达23%，今年累计跌幅高达62%。\n巴菲特开始增持Sirius XM的时机是在亿万富翁John Malone的Liberty Media于9月初完成了将其跟踪股票与音频娱乐公司其他部分合并的交易之后。目前，伯克希尔·哈撒韦对Sirius XM的持股比例已上升至约35%。尽管Sirius XM正面临用户流失和不利的人口结构变化等挑战，巴菲特似乎仍对其未来发展持乐观态度。\n周五美股盘中，Sirius XM一度涨超10.7%。\n\n3.互联网领域：VeriSign\n伯克希尔·哈撒韦还投资了互联网领域，购买了约23.4万股VeriSign的股票，价值约4500万美元。VeriSign是一家互联网基础设施服务提供商，其股价今年下跌了6%，显著落后于科技行业的整体表现。\n巴菲特最初于2013年购买了VeriSign的股票，多年来一直未调整过持股比例。此次增持可能表明巴菲特对VeriSign的长期价值仍有信心，尽管该公司今年的表现不尽如人意。\n周五美股盘中，VeriSign一度涨超3.9%。\n\n值得注意的是，由于Sirius XM和VeriSign这两项投资规模较小，因此这些交易可能是由巴菲特的投资副手Todd Combs和Ted Weschler负责操作的。\n总而言之，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，巴菲特抓住了市场回调机会，以更低的价格买入这些股票。风险提示及免责条款\n\n            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